SERVICES
We do bookkeeping really well, but we do a hell of a lot more, too.
Your finances inform your business strategy. And we make the numbers make sense. Skip the social media misinformation, endless Internet searching, and (for f*ck’s sake) any calls with QuickBooks reps. Consider BOS your Backpocket CFO – a trusted resource to help you clean up your books, operationalize your business, or create a plan for continued success.
01Bookkeeping
Packages
Your business finances? Leave ‘em to us. We’re expert bookkeepers who keep your books organized, so you can focus on growing your business. We help you maintain accurate financial records, including transaction tracking, expense management, and monthly reconciliations. With our support and clean books, you’ll be able to make clear, informed decisions to operate efficiently and further your success.
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Entrepreneurs or executives looking to free up their time and maintain lean margins by outsourcing their business finances to an efficient and trusted expert.
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Organization of set number of monthly transactions
Management of a set number of accounts (bank, cc, loan, etc.)
Account reconciliation
Annual tax package prep
Email support
QuickBooks quality control
Access to BOS client portal
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Saves you a (sh*t) ton of time
Cost-savings on hiring internally
Cost-savings via business strategy
Financial accuracy & compliance
Informed decision-making
Reduced stress & anxiety
Trusted support & accountability
Tax document preparation
02CFO
Advisory
Call it what you will: fractional CFO or business advisor, we offer ongoing advisory to give you insight, guidance, and strategic support around how to sustainably grow or maintain your business with an informed, finance-backed approach. We have decades of experience working in finance and ops, making us a trusted resource for actionable advice that’ll help you achieve your loftiest business goals.
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Entrepreneurs or executives seeking a sounding board and support with whom they can work through business challenges, define strategy, and discuss finance/ops-related questions.
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Cash Flow & Budgeting
Tracking KPIs
Growth Strategy
Business Goals
Business Strategy
Bookkeeping
QuickBooks Best Practices
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Ongoing strategy sessions
Goal-setting & planning
Clarity for growth strategy
Informed decision-making
Reduced stress & anxiety
Actionable advice for your business
No bullsh*t or sugar-coating :)
03Quarterly
Review
You can do your books yourself, but want some accountability and support. This option lets you meet with us quarterly to review your bookkeeping and financial statements, answer all your questions, and define your goals and a clear strategy to achieve them.
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If you prefer DIY Bookkeeping, we commend you. But, maybe, even you could use some accountability and support. That’s where we come in. BOS can be your backpocket CFO, working with you on a quarterly basis to ensure your books are done correctly, your questions are answered, and your business goals are clearly defined. It’s hands-off, yet highly personalized bookkeeping support.
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60-min Quarterly Advisory Sessions
Review of Balance Sheet
Review of Income Statement
Review any ASK Questions
Goal-setting & planning
Accountability support
Annual tax package prep
Email support (Tues-Thurs)
Answers to all your finance, operations, and business strategy-related questions during quarterly meetings.
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Saves you a (sh*t) ton of time
Trusted resource for support
Informed decision-making
Reduced stress & anxiety
Goal-setting & accountability
Sound-board for ideas
Ready to learn more or dive right in?
Ready to learn more or dive right in?
04QuickBooks
Training
QuickBooks can be tricky – to know best practices, to avoid mistakes, and to use in a way that actually saves you time. Skip the social media misinformation, Internet searching, and (for f*ck’s sake) any calls with QuickBooks reps… Our training program is customized to your business and ensures that by the end of it, you’re comfortable and confident using QuickBooks effectively.
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Entrepreneurs, executives, and finance teams who are either new to QuickBooks, struggling with QuickBooks, or have a hunch that they’re not using it effectively.
* Custom packages available for larger teams, upon request!
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Bank Feeds
Invoicing
New Customers
Receiving Payments
Vendors & Subcontractors
Sales Tax (Single State)
Running Reports
Reconciliation
Customizations
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4 x 60-min Training Sessions
Slack Channel or Email Support
Personalized First-Time QB Set-Up
QuickBooks Q&A via Slack
BOS QB Basics Workbook
○ Bookkeeping Checklist
○ QuickBooks Best Practices
○ QuickBooks Quirks to Know
○ Mistakes to Avoid
05QuickBooks
Clean-Up
So, your QuickBooks is a hot mess… We can fix that. BOS’ QuickBooks Clean-Up is an in-depth audit and overhaul to get your account up-to-date and in working order. Clean books are critical, not only to track cash flow and file taxes more easily, but also to have the necessary clarity to make informed decisions and a viable growth strategy.
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Entrepreneurs and executives who have, admittedly, made a mess of their books, or haven’t been able to keep them up-to-date, and need to get back on track.
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Ensure Proper QuickBooks Set-Up
Review Chart of Accounts
Review Balance Sheet
Review Income Statement
Comprehensive Entry, Review & Reconciliation of All Accounts
Record Payroll, as needed
Review Prior Years’ Tax Returns
Onboarding & Offboarding Calls
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Saves you a (sh*t) ton of time
Cost-savings with clean books
Financial accuracy & compliance
Informed decision-making
Reduced stress & anxiety
Trusted expert support
* Year-end tax document preparation for retained clients.
06Business
Consulting
Our 90-min advisory sessions are your chance to get clarity around implementing a smart business strategy with an informed, finance-backed approach. With us, it’s no bullsh*t ever, so you’ll walk away feeling confident and equipped with valuable insight to implement immediately.
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Entrepreneurs and executives looking for a fast, focused session to work through one or two key business goals.
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Bookkeeping Basics
QuickBooks Best Practices
Growth Strategy
Business Goals
Business Strategy
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90-min Custom Strategy Session
Goal-setting & planning
Clarity for growth strategy
Informed decision-making
Reduced stress & anxiety
Actionable advice for your business
No bullsh*t or sugar-coating :)
But wait, there's more
Additional Services
But wait, there's more Additional Services
Let’s Get Down to Business
See something you like (or need)? Let’s discuss to determine if we’re a mutual fit. Partnership and collaboration is essential in our line of work. Get in touch for a FREE 20-minute conversation around your business needs and goals.
What Sets Us Apart
What Sets Us Apart
We’re intentionally different. And there are a sh*t ton of reasons why working with BOS might just be the best decision you make for your company’s continued success.
01
No
Judgement
Ever
Whether you have a shoebox full of receipts or a color-coded binder, we support entrepreneurs at every stage. Hands-on or hands-free, we help you sort your sh*t out to operationalize and expand effectively.
02
Beyond
The
Books
When it comes to strategy and finance, everything is intertwined. That’s why our services support your business beyond the books – offering everything from QuickBooks training to full-service business consulting.
03
Creating
Your
Balance
Business and finance are our jam. We free up your time so you can focus on yours. By alleviating the anxiety, stress, and time-suck that comes with this territory, we help you take a (big) step towards establishing a better work-life balance.