FINANCIAL back to BSO BUSINESS
The BSO's Financial services can scale from simply bookkeeping services for your organization all the way to completely outsourced financial management including basic accounting services, tax services, and consulting services.
Basic Accounting Services
Compilation & Review of Financial Statements
Bookkeeping
Payroll and Payroll Tax Preparation
Tax Services
Income Tax Planning
Tax Return Preparation
Consulting Services
Small Business Consulting
Strategic Planning
Cost Accounting Assessment/ Outsourced Controller
QuickBooks Training & File Cleanup
Basic Accounting Services
Our move to "no-surprises" Fixed-Price Agreements in lieu of hourly billing has been well-received by our clients. It enables them to steadily budget annual costs for our services rather than having higher expenses during times of the year when it may be least practical. It also lets our clients know we are here and available for them all year long as needs arise. We offer the following services:
Compilation and Review of Financial Statements
Let us help you make sense of the numbers – we not only prepare financial reports for distribution to third parties, but we also take the time to explain them to you so that you will have more meaningful tools to analyze your business.
Bookkeeping
We can manage your bookkeeping and free you up to concentrate on what you do best – at a fraction of the cost of a full-time bookkeeper. We can also provide a real-time access to your QuickBooks file hosted at an off-sight location.
Payroll and Payroll Tax Preparation
If there’s one thing that’s "has to be right," it’s the payroll! Our bookkeeping department can navigate the rules and regulations and get your paychecks to your employees on time, whether it’s in town or across the country.
Income Tax Planning and Tax Return Preparation
Income tax planning is not “black and white.” Our team uses an extensive in-house tax research system and corresponds with a network of tax professionals across the nation to ensure we have a variety of options to present to our clients.
Tax Return Preparation
We take an aggressive but legally practical approach to preparing personal, corporate, LLC, and partnership returns at the federal, state and local levels to minimize your tax liabilities.
Consulting Services
Small Business Consulting
If you are considering starting a business, or you’ve already taken the plunge but don’t know where to turn next, we can be the trusted advisor you need. We’ll help you explore the options of whether that restaurant you’ve always dreamed of opening is a winner or a loser. Later on we’ll assist with advice on legal formation, pension plan and benefits options for you and your employees, setting up a bookkeeping system, financing options, advice on marketing, and anything else to help you operate and grow your business.
Strategic Planning
If you don’t know where you are going, how will you know when you get there? Our members will work with you to help you set goals, forecast for future growth and project cash flow, and map out strategies for making it all happen.
Cost Accounting Assessment
Let our capable staff of professionals assist in the areas of analysis of manufacturing/operating costs, inventory valuation, and inventory control.
QuickBooks Training and File Cleanup
We will help you evaluate your QuickBooks files and make suggestions on streamlining the information so that you can easily understand your financial statements. We can also quickly and easily train you or your staff in the following areas:
- Accounts Receivable and Accounts Payable Class
- Payroll and Payroll Reporting Class