The 2021 Employee Retention Tax Credit can produce a refund of up to $21,000 per employee. Check with us for details and eligibility.

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Offering a robust line of products to meet your personal and business needs

BOSS™—It’s like having your own accounting department

Your back-office support system

BOSS™ Basic



  • Record bank and credit card transactions into QBO
  • Reconcile bank accounts monthly
  • Reconcile credit card accounts monthly
  • Telephone & email support


  • Preparation of Federal and State income tax return(s)
  • Tax alerts & updates
BOSS™ Standard

Includes BOSS™ Basic plus:


  • Set up standard financial statement reports

Reporting / Planning

  • Mid-year tax planning
  • Quarterly video - financial statement insights


  • Tax audit defense and representation
BOSS™ Complete

Includes BOSS™ Standard plus:

Reporting / Planning

  • Set up monthly budget reports

Bill Processing

  • Process bills and vendor payments
  • Prepare Forms 1099 and Form 1096
  • Provide digital access to paid bills