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Working with business owners

in pursuit of their dreams

BOSS™

icon-planningQuickBooks™ Online

No matter where your business takes you, QuickBooks Online goes with you.

From convenient access to the height of data security, this is the ideal solution for your day-to-day bookkeeping needs. QuickBooks Online allows you to organize and access your business finances and critical data all in one place so you can quickly find what you need anytime and anywhere with just an internet connection.

  • Be assured of business continuity
  • Enjoy true collaboration with our firm
  • Eliminate manual updates and data backups
  • Experience personalized support
 

BOSS™

Get Back to Business with Complete Back Office Support.

BOSS is an all-inclusive solution that offers small businesses relief from the day-to-day accounting hassles, while providing 24/7 access to financial data—all for an affordable fixed fee. We pay your bills, prepare payroll and payroll tax returns, furnish financial statements, produce W-2s, produce 1099s, prepare tax returns and supply valuable financial and tax advice throughout the year. You define your immediate needs and we assess how the BOSS system can be integrated.

 
 
General Ledger      
Reconcile bank accounts
Reconcile electronic transactions into QuickBooks
Reconcile credit card accounts
Payroll      
Prepare payroll
Submit payroll taxes to agencies
Prepare payroll tax returns
Provide employee access to electronic paystubs
Provide employer access to electronic pay records
Prepare W-2s
Accounts Payable      
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
Tax      
Tax preparation
Coaching      
Prepare monthly financial statements
Prepare monthly budget reports
Review pension options
Review other employee deductions for compliance
Tax planning
General business consulting
Quarterly video conference to review key performance measures
 

icon-planningTax Planning and Preparation

We have extensive tax advisory experience serving businesses of all types, as well as individuals, estates and trusts. We understand how a heavy tax burden can negatively impact your business and personal finances. Our tax specialists work closely with you to make certain that you are taking full advantage of all tax saving opportunities to preserve your bottom line and personal wealth. We can help you in the following areas:

  • Tax Return Preparation—we provide timely and accurate services for individuals, trusts, estates and businesses, including corporations, partnerships, and s corporations.
  • IRS Representation—Our CPAs are licensed to practice before the Internal Revenue Service, state, and local taxing authorities.
  • Estate Planning—we recognize the importance of planning for the orderly transfer of your assets to your beneficiaries. We can create a well-structured estate plan to ensure your family’s security is well protected. We can also assist with business succession planning.
 

Management Advisory Services

Let us put our business savvy to work for you. We know what it takes for a small business to succeed and we have the tools and expertise needed to make it happen. Our focus is to provide you with continuous, reliable support now and for years to come, helping you to realize your financial goals.

  • Whether starting, buying, or selling a business, we offer expert guidance on properly structuring the transaction to minimize your tax liability. Additionally, we can assist you with entity selection, business plan development, corporate reorganizations, financial projections and forecasts, analysis of business operations or expansion.
 

Wealth Management

Wealth Management requires a comprehensive approach that includes financial planning, asset management, retirement planning, etstate planning and risk management throughout your career and retirement.

We have aligned ourselves with Eissner Financial to help support out clients in this area. For decades, we have operated within the same office space to offer our clients a full range of services. This arrangement provides you all the benefits of a Certified Financial Planner™ and Certified Public Accountant™ at your disposal. Learn more about their services at www.eissnerfinancial.com


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Contact Us

Phone: 925-516-0022
Fax: 925-513-8272

Brentwood Office:
100 Cortona Way, #120
Brentwood, CA 94513

Pleasanton Office:
6200 Stoneridge Mall Rd, #300
Pleasanton, CA 94588

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