Your business thrives because of your unique creative energy and vision as an entrepreneur.
How our team uses technology to serve you.
Our Back Office Support System for business.
Our Back Office Support System (BOSS™) is designed to give you the freedom to do what you do best.
|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 1099’s 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||✓||✓|
RootAdvisors serves small business owners with digital workflow and analytical tools that deliver the sophistication of big business management. You’ll run your business with new insight and precision, and you’ll streamline your personal workload by leveraging the power of technology. Watch the video to learn more about our technology ecosystem.