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.
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.
|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||—||✓||✓|
|Review pension options||—||✓||✓|
|Review other employee deductions for compliance||—||✓||✓|
|General business consulting||—||✓||✓|
|Quarterly video conference to review key performance measures||—||✓||✓|
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:
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.
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
100 Cortona Way, #120
Brentwood, CA 94513
6200 Stoneridge Mall Rd, #300
Pleasanton, CA 94588
Many of us spend a lot of time putting together a Christmas budget, but rarely factor in the cost of filling the stockings. Beware…before you know it, all the trinkets and random what-nots can really add up, and could have you spending more on the stockings than the gifts. Follow our stocking stuffer tips to stay on budget this year!
On November 16, the House passed a new tax reform bill that moves the GOP closer to bringing the legislation to fruition. Now the Senate is preparing its own tax reform package. If passed, it must be reconciled with the House before any final legislation goes to the White House. Here is a snapshot of some of the key changes proposed in the tax reform bill:
Many of us are so focused on our online security, we forget that our information is just as vulnerable offline. To help you reduce the risk of an offline data breach, consider these tips from the Federal Trade Commission: