Our all-inclusive, cloud-based solution offers business owners relief from day-to-day accounting hassles by enabling you to outsource this work to our team of professionals. We handle the accounting so you can put your focus back on your business. We offer BOSS at three levels to fit the diverse needs of our clients. Review the levels below and contact us to determine which is best for you.
|Review QuickBooks transactions and adjust as required||✓||✓||✓|
|Reconcile/verify bank accounts||✓||✓||✓|
|Verify note payable balances||✓||✓||✓|
|Verify 401k withheld payable balance||✓||✓||✓|
|Reconcile/verify credit card accounts||✓||✓||✓|
|Record depreciation and update fixed asset schedule||✓||✓||✓|
|Year end workpapers||✓||✓||✓|
|Preparation of personal property tax return||✓||✓||✓|
|Preparation of annual federal and state business income tax returns||✓||✓||✓|
|Preparation of 1099s/1096 - Annually||✓||✓||✓|
|Preparation of sales tax returns||—||✓||✓|
|Preparation of business license||—||✓||✓|
|General business consulting||—||✓||✓|
|One hour conference to review key performance measures||—||✓||✓|
|Access to QuickBooks via www.rosenbergcpa.com||✓||✓||✓|
|Access to Client portal via www.rosenbergcpa.com||✓||✓||✓|
|Process bills and vendor payments||—||—||✓|
|Track credit card expenses and receipts||—||—||✓|
|Process employee expense reports||—||—||✓|
|Provide digital access to paid bills||—||—||✓|
|Representation before taxing authorities|
|Cash flow management|
|Preparation financial statements|
|Retirement plan consulting|
|Estate and trust return preparation|
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: