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Frequently Asked Questions

Frequently Asked Questions

How do we charge for services?

We bill either on an hourly basis or by using value based pricing, determined by the type of project and the level of experience of the team member performing the services.

How do we invoice?

  • All professional services other than tax returns are billed monthly or at the completion of the project.
  • Tax returns are invoiced upon completion of services. The invoice will be included with your tax documents.

What are our billing policies?

  • We expect payment upon receipt of the invoice.
  • It is office policy for new tax clients to pay upon completion of the tax return.
  • We accept payment via check, credit, and debit cards. We do not accept American Express or Discover.

What to bring to your first meeting?

  • Copy of your tax return for the past three years.
  • Current backup of your QuickBooks file.

BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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Our Specialties

  • Attorneys

    Our firm specializes in serving the accounting, tax and financial management needs of law firms and independent attorneys, enabling us to offer deep analysis and tax strategies to support your financial success...
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  • Chiropractors

    We are committed to helping you achieve financial success within your practice. Because our skilled professionals have years of experience providing tax, accounting and payroll services to chiropractors, we understand the challenges your industry faces...
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  • Veterinarians

    Our firm specializes in accounting services for the practice of veterinary medicine. You operate a medical office, hospital and pharmacy, and we support you with the industry-specific business expertise you require to run your practice...
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  • Dentists

    Our skilled professionals have years of experience providing accounting services to dental practitioners, so we are intimately familiar with your day-to-day operations...
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