November 28, 2016



Our Back Office Support System for Business


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General Ledger
Reconcile bank accounts
Reconcile electronic transactions into QuickBooks
Reconcile credit card accounts
Prepare payroll
Submit payroll taxes to agencies
Prepare payroll tax returns
Provide employee access to electronic paystubs
Provide employer access to electronic pay records
Prepare W-2’s
Pension Remittance
Accounts Payable
Process bills and vendor payments
Track credit card expenses and receipts
Process employee expense reports
Prepare 1099’s for contractors
Provide digital access to paid bills
Tax preparation
Prepare monthly financial statements
Prepare monthly budget reports
Review pension compliance
Review other employee deductions for compliance
Tax planning
General business consulting
Quarterly video conference to review key performance measures


iBOSS™ is our all-inclusive personal financial assistant package. For an affordable, monthly fee, we will take care of your personal accounting tasks —paying your bills, balancing your checkbooks, tax planning, and producing a monthly recap of your income and expenses. We support you completely online via the web and mobile platforms for ultimate convenience. iBOSS gives you peace of mind that all of your personal accounting needs are managed by your trusted advisor.

Tax Planning & Preparation

We provide year-round, strategic personal and business tax guidance and audit support tailored to your specific circumstances. Clients have online access to financial documents through our advanced portal system.

Full Service Payroll

We become your strategic payroll partner. Designed for small businesses, our experts take care of your payroll needs – including check processing and printing, direct deposit, W-2 processing, and more. We also keep you in compliance with the IRS through up-to-date quarterly and annual payroll taxes and reporting.


Audit Review

We support clients with a variety of procedures to achieve independent verification of information, drawing on years of expertise to improve the quality of information delivered. We examine your company’s financial statements in accordance with generally accepted auditing standards, examine internal controls, and document opinions. We adhere to the highest principles of technical accuracy, proficiency and ethical practice to ensure the highest quality audit review for you.

Estates & Trusts

Our team offers years of experience helping individuals develop and implement trust and estate plans to help achieve their financial goals. Quality estate planning is so much more than simply drafting a will—it requires developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations.


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Accounts Payable

QuickBooks Online

Video Conferencing