Manage your business with digital dashboard precision on any desktop or mobile device. CloudAdvisor is a secure, cloud-based way to run your small business with the portability and power today’s entrepreneurs need. Go paperless, manage accounts payable online, automate expense reimbursements, take the pain out of payroll with solutions for automated timekeeping and secure portals for self-serve employee access, and get your vital signs with easy-to-read dashboard analytics.
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. As your trusted advisor, we pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2s, prepare tax returns, and supply valuable financial and tax advice throughout the year. All activity is completed online via our technologically advanced platform—so communication and document exchange is in real-time.
|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 compliance|
|Review other employee deductions for compliance|
|General business consulting|
|Quarterly video conference to review key performance measures|
Business Valuation and Estate/Retirement Services
Knowing the true value of your assets is crucial to understanding your overall financial position. Our approach is to intimately know your business in order to understand what constitutes its value and enables us to provide a well-reasoned, fully documented and defensible valuation opinion. Whether you’re negotiating a merger, considering new shareholders, or attempting to resolve disputes, objective valuation can make the difference between loss or gain, success or failure. Additionally, we evaluate your assets and liabilities and formulate strategies to minimize the taxes you pay to the federal and state governments, while helping you maintain flexibility and control over your assets during your lifetime.
Business Advisory/Reviews & IRS Representation
Putting our expertise to work, we partner with you to ensure your decisions are based on sound financial information and expert guidance. Our custom reporting and insightful analysis will help you grow revenue, increase efficiency, and cut costs—improving profitability. We also provide you with an accurate evaluation of your business to investors or creditors with our review and audit process. We examine on a test-basis, evidence supporting the amounts and disclosures in your financial statements and communicate with the tax authorities on your behalf.