<3512 Ingersoll Avenue | Des Moines, IA 50312

The BOSS™ Solution

BOSS Gets You Back to Business

Our all-inclusive, cloud-based solution offers business owners relief from day-to-day accounting hassles by enabling you to outsource this work to our team of professionals. We handle the accounting so you can put your focus back on your business. 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.

START-UP


COMPLIANCE


Reconciliation
✔ Reconcile all asset accounts monthly

Reporting
✔ Monthly Statements

    • Balance Sheet
    • Income Statement

✔ Monthly review of unmatched transactions

Bank Feeds
✔ Processing 3x weekly

Receipt Bank
✔ Processing 3x weekly


PAYROLL


✔ Email support only


AUTOMATION


QuickBooks Online
✔ Implementation of automated system for generic transactions.

Receipt Bank
✔ Customer provided with access to Receipt Bank


INCOME TAXES


Tax Return
✔ Preparation of your Corporate or Business Tax Return


GUARANTEES


Support

✔ 72 hours for a return call
✔ Unlimited email support

Guarantee
✔ 100% guarantee

Inclusive
✔ Software costs for QBO and Receipt Bank

BETTER


COMPLIANCE


Reconciliation
✔ Reconcile all asset accounts monthly

Reporting
✔ Monthly Statements

    • Balance Sheet
    • Income Statement
    • Cash Flow Report

✔ Monthly review of unmatched transactions

Bank Feeds
✔ Processing 3x weekly

Receipt Bank
✔ Processing 3x weekly

Accounts Payable
✔ Automated using Bill.com


ANALYZE AND BUSINESS GROWTH REVIEW


ONE-hour Virtual meeting on a quarterly basis to discuss growth, concern’s and other important points to facilitate profit within the business
✔ Use of Fathom reporting


PAYROLL


✔ Processing of Payroll utilizing Apex
✔ Reconciling and monitoring all applicable payroll costs


AUTOMATION


QuickBooks Online
✔ Implementation of automated system for generic transactions.

Receipt Bank
✔ Customer provided with Fujitsu IX100 and access to Receipt Bank
✔ Customer provided with Fujitsu IX100 scanner

Bill.com
✔ Prepare and educate client on using Bill.com


INCOME TAXES


Tax Return
✔ Preparation of your Corporate or Business Tax Return


GUARANTEES


Support
✔ 48 hours for a return call
✔ Unlimited email support

Guarantee
✔ 100% guarantee

Inclusive
✔ Software costs for QBO and Receipt Bank

BEST


COMPLIANCE


Reconciliation
✔ Reconcile all asset accounts monthly

Reporting
✔ Monthly Statements

    • Balance Sheet
    • Income Statement
    • Cash Flow Report
    • Budget

✔ Monthly review of unmatched transactions

Bank Feeds
✔ Processing 3x weekly

Receipt Bank
✔ Processing 3x weekly

Accounts Payable
✔ Automated using Bill.com


ANALYZE AND BUSINESS GROWTH REVIEW


TWO-hour Virtual meeting on a monthly basis to discuss budgets, growth, concern’s and other important points to facilitate profit within the business
✔ One comprehensive financial plan
✔ Profit first to prevent entrepreneurial poverty
✔ Use of Fathom reporting


PAYROLL


✔ Processing of Payroll utilizing Apex
✔ Reconciling and monitoring all applicable payroll costs


AUTOMATION


QuickBooks Online
✔ Implementation of automated system for generic transactions.

Receipt Bank
✔ Customer provided with Fujitsu IX500 and access to Receipt Bank
✔ Customer provided with Fujitsu IX500 scanner

Bill.com
✔ Prepare and Notify customer of pending payment authorizations


INCOME TAXES


Tax Return
✔ Preparation of your Corporate or Business Tax Return
✔ Preparation of your Personal Tax Return


GUARANTEES


Support
✔ 24 hours for a return call
✔ Unlimited email support

Guarantee
✔ 100% guarantee

Inclusive
✔ Software costs for QBO and Receipt Bank