Solutions

icon-planningQuickBooks™ Online

No matter where your business takes you, QuickBooks Online goes with you.

From convenient access to the height of data security, this is the ideal solution for your day-to-day bookkeeping needs. QuickBooks Online allows you to organize and access your business finances and critical data all in one place so you can quickly find what you need anytime and anywhere with just an internet connection.

  • Be assured of business continuity
  • Enjoy true collaboration with our firm
  • Eliminate manual updates and data backups
  • Experience personalized support

BOSS™

Get Back to Business with Complete Back Office Support.

BOSS is an all-inclusive solution that offers small businesses relief from the day-to-day accounting hassles, while providing 24/7 access to financial data—all for an affordable fixed fee. We pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2s, produce 1099s, prepare tax returns and supply valuable financial and tax advice throughout the year. You define your immediate needs and we assess how the BOSS system can be integrated.

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General Ledger
Reconcile bank accounts
Reconcile electronic transactions into QuickBooks
Reconcile credit card accounts
Payroll
Prepare payroll
Submit payroll taxes to agencies
Prepare payroll tax returns
Provide employee access to electronic paystubs
Provide employer access to electronic pay records
Prepare W-2s
Pension Remittance
Accounts Payable
Process bills and vendor payments
Track credit card expenses and receipts
Process employee expense reports
Prepare 1099s for contractors
Provide digital access to paid bills
Tax
Tax preparation
Coaching
Prepare monthly financial statements
Prepare monthly budget reports
Review pension compliance
Review other employee deductions for compliance
Tax planning
General business consulting
Quarterly video conference to review key performance measures

 

Consulting Services

Consulting Solutions Yielding Profitability and Growth.

Our comprehensive, flexible consulting strategies address the issues affecting your business and deliver the necessary tools, leadership, and financial oversight to help you realize your objectives. We work closely with you to ensure your needs are met, providing expert guidance you can trust. Here is a sampling of the business consultation services we offer:

  • Controllership:
    Our part-time Controllership provides you with the accurate and reliable financial leadership you need, without the full-time staffing obligation. As your part-time Controller, we supply you with the tools and resources to fulfill all your financial requirements. You’ll enjoy the comfort of knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.
  • Business Consulting:
    Our comprehensive, flexible strategies will address the issues affecting your business and deliver the necessary tools, leadership, and financial acumen to help you realize your objectives. Whether you are starting a new business, selling an existing business, or organizing your finances to monitor growth—we are here to help you.
  • Financial Analysis:
    Organizational efficiencies and profitability structuring are the keys to your business working for you—rather than vice versa. We’ll assess your company’s operational strengths and weaknesses, breaking down your business into the areas that are mission critical and offering recommendations to get your business on track.
  • QuickBooks™ Consulting and Hosting:
    Get your QuickBooks set up right the first time by one of our experts. We will customize QuickBooks for your unique business needs and make sure your QuickBooks is set up to not only handle day-to-day transactions, but to help you better monitor the financial condition of your business.

 

QuickBooks™ Ecosystem Solution

Manage your business with efficiency and precision.

Empowering you to manage your business with digital dashboard precision on any desktop or mobile device. QuickBooks Ecosystem Solution offers a secure, cloud-based way to run your small business with the portability and power today’s entrepreneurs need.

  • Go paperless! Eliminate cumbersome paper documents from your management
    process.
  • Manage accounts payable with ease. View and pay your bills securely online.
  • Automate expense reimbursements. Our system will automate the process of categorizing and approving expenses, saving time and legwork.
  • Take the pain out of payroll with solutions for automated timekeeping and secure portals for self-serve employee access to pay stubs.
  • Get your vital signs with easy-to-read dashboard analytics. Manage your business with efficiency and precision.