(812) 332-7200 | info@root.com

BOSS™

BOSS™

The BOSS Ecosystem...

The BOSS ecosystem is composed of several advanced, web-based applications—supporting a connected online workspace that offers clients an easy and convenient way to collaborate with our team. You will enjoy 24/7 access to your data—whenever and wherever you need it and from the device of your choice. From paying bills and processing payroll to providing KPI reporting and financial statements... our ecosystem supports the major accounting functions of your business.

The process for implementing BOSS is easy. We work with you to ensure a smooth transition by assigning you a primary point of contact within our firm. We then perform a thorough assessment of your needs and follow up with training to get you up and running on the BOSS platform.


 
General Ledger      
Reconcile bank accounts
Reconcile electronic transactions into QuickBooks
Reconcile credit card accounts
Payroll      
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      
Tax preparation
Coaching      
Prepare monthly financial statements
Prepare monthly budget reports
Tax planning
General business consulting
Quarterly video conference to review key performance measures

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 Our Specialties

  • Churches

    Our professionals thoroughly understand fund accounting and a church’s need for detailed and timely financial statements. Our accounting experts provide you with...

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  • Optometrists

    We know that many optometry providers actually run two businesses: the clinical practice and a retail optics boutique. Specializing in the optometry industry, we also understand the complex and time-consuming nature of your accounting processes...

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  • Service-based Businesses

    Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping...

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Offering innovative advisory and accounting solutions
that empower today’s entrepreneurs

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Certified QuickBooks Expertise

We provide added value to our clients by offering QuickBooks expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.

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