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.
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