Personal tax preparation for new clients starting at $450
Our business services are available under fixed-price monthly service agreements. These packages are illustrative. Actual service agreements are tailored to meet each client’s unique situation.
*Base pricing assumes one entity, one owner, and is subject to limitations. Customized service packages, additional services, and additional quantities are available upon request. The monthly price for customized packages and additional quantities will be agreed to in advance and specified in a client service agreement.
|$250/Mo. Base Price*||$500/Mo. Base Price*||$1,000/Mo. Base Price*|
|Post Transactions to General Ledger||—||—||✓|
|Reconcile bank accounts||—||—||✓|
|Reconcile credit card accounts||—||—||✓|
|Digital Receipt System||✓||✓||✓|
|Submit payroll taxes to agencies||—||✓||✓|
|Prepare payroll tax returns||—||✓||✓|
|Provide employee access to electronic paystubs||—||✓||✓|
|Provide employer access to electronic pay records||—||✓||✓|
|Retirement Plan Remittances||—||✓||✓|
|Process bills and vendor payments||—||—||✓|
|Process employee expense reports||—||—||✓|
|Provide digital access to paid bills||—||—||✓|
|Tax preparation (Business & Personal)||✓||✓||✓|
|Prepare 1099s for contractors||—||—||✓|
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.
Small business owners in many communities offer downtown trick or treat events. Take advantage of this opportunity to build your business reputation. Involvement in local events goes a long way with both existing and prospective customers—indicating a vested interest in your community. Find creative ways to make your business stand out this trick-or-treat season. We hope the following suggestions will spark fun promotional ideas:
Any business that deals with financial data is a target for today’s aggressive cybercriminals…and accounting firms are not exempt. Because of the sensitive information we possess, accounting professionals have moved to the top of the hacker’s hit list. Just consider that a single tax return includes the taxpayer’s name and Social Security Number, as well as address, phone number and bank account numbers. It’s a treasure trove of sensitive data that cybercriminals crave.
October marks Women’s Small Business Month, and we are happy and proud to recognize women in business both locally and around the world. Successful business women of the past and present continue to forge new paths for female entrepreneurs. We celebrate all those who are breaking the glass ceiling and serving as role models and mentors to women everywhere.