Our all-inclusive, cloud-based solution offers small businesses relief from day-to-day accounting hassles by outsourcing this work to our firm. 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.
|Reconcile bank accounts||✓||✓||✓|
|Reconcile electronic transactions into QuickBooks||✓||✓||✓|
|Reconcile credit card accounts||✓||✓||✓|
|Submit payroll taxes to agencies||—||✓||✓|
|Prepare payroll tax returns||—||✓||✓|
|Provide employee access to electronic paystubs||—||✓||✓|
|Provide employer access to electronic pay records||—||✓||✓|
|Process bills and vendor payments||—||—||✓|
|Track credit card expenses and receipts||—||—||✓|
|Process employee expense reports||—||—||✓|
|Prepare 1099s for contractors||—||—||✓|
|Provide digital access to paid bills||—||—||✓|
|Prepare monthly financial statements||—||✓||✓|
|Prepare monthly budget reports||—||—||✓|
|General business consulting||✓||✓||✓|
|Quarterly video conference to review key performance measures||—||—||✓|
Life is full of surprises. Like receiving a rejection letter from the same firm you’ve now been employed with for 28 years—which is exactly what happened to David Kelling, CPA, a partner at Kelling & Bocovich. That initial refusal became a job offer after the firm changed their mind and brought David on board for what has been a highly successful long-term relationship.
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.