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.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.
The holidays can be overwhelming. You only have so many hours in a day, your gift list is long, and your budget may be tight. A bit of up-front planning and prioritizing can help save you time and money. Here are a few ideas to help you minimize the hustle and bustle, stay on budget, and find more peace this holiday season.
Instilling a thankful frame of mind among your staff makes for a gratifying work place. Consider a few suggestions for developing an atmosphere of thankfulness to get into the spirit of the holiday season.