1 / 9

Back Office Support System (BOSS ™ )

Offer your SMB clients a trusted source for tax and accounting needs with our Back Office Support System (BOSS™). Provide banks assurance of quality and timely financial information, fostering a win-win partnership. Clients benefit from comprehensive accounting services at affordable fixed prices, while banks can rely on up-to-date financial data. Discover what BOSS™ offers - an all-inclusive small business accounting package including bill paying, payroll processing, and financial guidance year-round. Partner with us for top-notch accounting services and a seamless two-way referral program.

adamsc
Download Presentation

Back Office Support System (BOSS ™ )

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Back Office Support System (BOSS™) [LOGO] For Your Small Business Clients

  2. Why Partner with [FIRM NAME]? • Provide SMB clients with a trusted source for their tax and accounting needs. • Provide banks with the assurance of quality, timely data and financial information. • A win-win partnership—offers a two-way referral system. [LOGO]

  3. The Value to Clients Clients can: • Rely on [FIRM NAME] to take care of all their accounting and tax needs, so the client can focus on growing their business. • Enjoy receiving comprehensive, professional accounting services at an affordable monthly fixed price. [LOGO]

  4. The Value to Banks Banks can: • Rest assured that the client’s financial data is current and meaningful. No more garbage in-garbage out. • Rely on [FIRM NAME] to follow-up on all informationrequired in a timely manner. [LOGO]

  5. What is BOSS? Back Office Support System • All-inclusive small business accounting package: • Bill paying • Checkbook maintenance/balancing • Payroll processing & payroll tax return preparation • W-2 processing • Financial guidance year round [LOGO]

  6. What is BOSS? Back Office Support System [LOGO]

  7. What is BOSS? Online Platform for Ultimate Convenience [LOGO]

  8. A Great Partnership • Clients receive top-notch, year-round accounting and tax service and support. • Banks are assured of receiving quality, timely datafrom clients. • Two-way referral program. [LOGO]

  9. Q & A Questions? [LOGO]

More Related