Navigate Tax Season with ease: Discover resources and support in our Tax Season Resource Center!

Resource Center


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

It’s like having your own accounting department

When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business.

We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.

Your back office support system

BOSS™ Starter Package includes the following:


  • Technology subscriptions
  • Periodic coaching
  • Annual financial statements
  • 1099 preparation and filing


  • Business tax return


  • Client education opportunities
  • Tax planning

Includes BOSS™ Starter Package plus:


  • Bill payment
  • Instant receipt capture
  • Account reconciliations
  • Sales tax


  • Personal tax return


  • Strategic business planning


  • Complete payroll services

Includes BOSS™ Complete Package plus:


  • Customized tracking and allocation


  • Monthly financial reporting
  • Budget preparation
  • Budget variance analysis
  • Audit support for NFP clients