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BOSS™

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. Let us be your BOSS "Back Office Support System".

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.

Choose the solution that is right for your business:

Basic

Includes:

Bookkeeping

  • Reconcile bank accounts (1-3)
  • Reconcile electronic transactions into accounting software
  • Reconcile credit card accounts (1-2)

Advice

  • General business consulting
  • General tax planning

Tax

  • Income tax preparation

Plus

Includes BOSS™ Basic and:

Bookkeeping

  • Prepare trial balance

Payroll

  • Full payroll services provided by CRC-preferred third-parties

Advice

  • Quarterly industry specific KPI reporting

Tax

  • Prepare personal property tax reports
  • Prepare annual business license

Premier

Includes BOSS™ Plus and:

Bookkeeping

  • Prepare quarterly financial statements
  • Process bills and payments

Payroll

  • Preparation of 1099s

Advice

  • Quarterly tax planning & projections
  • Annual business review

Tax

  • Prepare quarterly sales, meals tax, etc.

Platinum

Includes BOSS™ Premier and:

Bookkeeping

  • Prepare monthly financial statements

Payroll

  • Benefits planning (retire, health, 125, etc.)

Advice

  • Cashflow/ budgeting
  • Business review: quarterly + tax
  • Exit strategies
  • Growth strategies

Tax

  • Prepare monthly sales, meals tax, etc.

Services are subject to change upon actual review of individual circumstances.

Our firm offers a variety of additional services; all with modern technology and state-of-the-art security measures.