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.
01Monthly Bookkeeping
Leave it to us. Outsource your bookkeeping to highly qualified individuals (hint: us) to ensure accurate and compliant financials, while freeing up your time, saving you stress, and helping you make more informed decisions for the success and growth of your business.
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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
Consulting & advisory options
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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
02Weekly Bookkeeping
Looking to take it up a notch? If you want someone watching your books like a hawk, have BOS manage your bookkeeping on a weekly basis. You’ll rest assured that your books are tightly buttoned up and your business strategy is aligned with and informed by those sound financials.
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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
Consulting & advisory options
-
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
03Quarterly Books 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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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
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60-min Quarterly Advisory Meetings
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.
Ready to learn more or dive right in?
Ready to learn more or dive right in?
04Business Consulting Session
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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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 :)
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Bookkeeping Basics
QuickBooks Best Practices
Growth Strategy
Business Goals
Business Strategy
05QuickBooks Training
QuickBooks can be tricky – to know best practices, to avoid mistakes, and to use in a way that actually saves you time. Our training program is customized to your business and ensures that by the end of it, you’re comfortable and confident with using QuickBooks effectively.
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How to set up & review bank feeds
How to set up custom invoices & templates
How to properly add new customers
How to properly set up vendors
How to set up subcontractors
How to invoice & receive payments
General sales tax set-up
Product & service set-up for invoicing
Where to locate reports
Where to view registers & reconciliation
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Personalized QB set-up by BOS
QuickBooks Q&A via Slack
BOS QB Basics Workbook
Bookkeeping Checklist
QuickBooks Best Practices
QuickBooks Quirks to Know
Mistakes to Avoid
06QuickBooks Clean-Up
So, your QuickBooks is a hot mess – or maybe just a bit out of sorts. But, we can fix that. Our QuickBooks Clean-Up is a comprehensive audit and overhaul of your account in order to get your sh*t sorted for you. You can’t grow or prosper without clean books. Simple as that.
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Saves you a (sh*t) ton of time
Financial accuracy & compliance
Financial clarity for growth strategy
Informed decision-making
Reduced stress & anxiety
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Ensure proper set-up of QuickBooks
Review of Chart of Accounts
Review Balance Sheet
Review Income Statement
Review of Bank, Credit Card, & Loan Accounts
Review prior years’ tax returns
Organize financial transactions*
Record payroll, as needed
Reconciliation of accounts
Clean-up of accounts receivable
Onboarding & offboarding calls
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.