Our all-inclusive, cloud-based solution offers business owners relief from day-to-day accounting hassles by enabling you to outsource this work to our team of professionals. We handle the accounting so you can put your focus back on your business. We offer BOSS at three levels to fit the diverse needs of our clients. Review the levels below and contact us to determine which is best for you.
|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||✓||✓||✓|
|General business consulting||✓||✓||✓|
|Quarterly video conference to review key performance measures||✓||✓||✓|
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
My relationship with the firm spans many years. As with any business we have had our ups and downs, but I never once was concerned that my issues were unimportant to Bobby or his staff. My business has grown...read more
We have been using Robert Palmer and Associates for over 10 years for our accounting, tax, and payroll needs. The office is very efficient and answers questions in a timely manner. They have completed both...read more
We have been clients of Robert Palmer and Associates for a number of years and trust they are focused on our best interests as a small business. If we have questions or requests, they are responsive. When there are new...read more
Your firm does a great job for us, keeps us informed and helps us handle an extensive amount of information needed on our returns. We have used you guys for years and have always enjoyed working with you all. It is refreshing...read more
Robert Palmer and Associates has been instrumental with my business growth for many years. From accounting, financial analysis, real estate, asset purchase decisions, acquisitions, Bobby and his team have been there every...read more
It was important to me that I partner with a CPA firm that provides the same high level of service to me as I do with my clients. I found that partner in Robert Palmer and Associates. He has been a trusted advisor for over five...read more
These days, we seem to have endless articles on IT security while traveling, but far fewer on physical safety. Because summer can be big travel months for many businesses, we put together the following list of tips to help keep you safe while away from home.
As your trusted advisor, we are always looking for ways to improve your financial health—and that doesn’t stop at business activity. We also want to support you with tips to help you save money in your personal life as well.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!