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BOSS™

Our Back Office Support System for business.

 

BOSS Gets You Back to Business

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.

 


  Annual Quarterly Monthly
Accounting Services      
Review QuickBooks transactions and adjust as required
Reconcile/verify bank accounts
Record/verify payroll
Verify note payable balances
Verify 401k withheld payable balance
Reconcile/verify credit card accounts
Record depreciation and update fixed asset schedule
Year end workpapers
Tax Services      
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
Coaching Services      
General business consulting
Tax planning
One hour conference to review key performance measures
Technology Services      
Access to QuickBooks via www.rosenbergcpa.com
Access to Client portal via www.rosenbergcpa.com
QuickBooks support
Bookkeeping      
Process bills and vendor payments
Track credit card expenses and receipts
Process employee expense reports
Provide digital access to paid bills
Other Services      
QuickBooks setup      
QuickBooks training      
QuickBooks cleanup      
Representation before taxing authorities      
Entity selection      
Strategic planning      
Cash flow management      
Business consulting      
Compensation plans      
Income allocation      
Preparation financial statements      
Revenue reconciliation      
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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Our Specialties

  • Medical Practices

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  • Legal Practices

    Our firm specializes in serving the accounting, tax and financial management needs of attorneys and legal practices. We help legal firms streamline...

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  • Engineering Firms

    We understand the unique challenges that engineering practices face. As your trusted advisors, we work with you throughout the year...

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  • Consulting Firms

    Our trained staff understands the unique challenges that your consulting firm faces. As your trusted advisors, we work with you throughout the year to evaluate your practice and ensure ...

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