Solutions Made Simple for Success


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.

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General Ledger
Reconcile bank accounts    
Reconcile electronic transactions into QuickBooks    
Reconcile credit card accounts    
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    
Pension Remittance    
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 preparation    
Prepare monthly financial statements    
Prepare monthly budget reports    
Review pension compliance    
Review other employee deductions for compliance    
Tax planning    
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.