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BOSS™ with Bottom Line Tax Services, LLC

BOSS™ with Bottom Line Tax Services, LLC. The Right Way to The Cloud, With BOSS. Benefits of BOSS. 24/7 access Enterprise reliability Data security Automatic upgrades Trusted world-wide No duplication of entries. BOSS Core Elements. Online Client Center direct a ccess

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BOSS™ with Bottom Line Tax Services, LLC

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  1. BOSS™ withBottom Line Tax Services, LLC The Right Way to The Cloud, With BOSS

  2. Benefits of BOSS • 24/7 access • Enterprise reliability • Data security • Automatic upgrades • Trusted world-wide • No duplication of entries

  3. BOSS Core Elements • Online Client Center direct access • Accounting software • Accounts payable & custom invoicing • Full service payroll • Secure client/employer access

  4. Accounting & Financial Statements • BOSS allows use of many different accounting software. • Hosted software • Online statement access • Real time data • Online Client Center

  5. Hosted Accounting Software • Hosted Quickbooks, Quickbooks Online, Sage Products • Access financials anywhere with internet • Up to date financials • Eliminate double entry and backup retrieval

  6. Accounts Payable & Customer Invoicing Streamline your payables and receivables process end-to-end using Bill.com • Receive and pay bills online • Invoice online and get paid faster • Automate collections • Store and share financial documents online • Reconcile with bank accounts • Sync with your accounting software • Easily collaborate with us, your vendors, and your customers online • Manage and control your cash flow

  7. New Roles in Streamlined Payables Process Client Firm Submit bills Enter and code bill information Approve bills You approve bills for payment and tell us when to pay. We schedule and make payments on your behalf. Schedule payments Sync with your accounting software

  8. Full-Service Payroll

  9. How to Access Documents • Online Client Center • Accessed through Berndt CPA website • Bill.com app • Net Client CS app Net Client CS allows flexibility in uploading and downloading personal information

  10. Secure Access Hosted by Thomson Reuters • Tax Return/paystub downloads • Large file uploads • Secure 24/7 access • Cost and time saving • Personalized banker access

  11. BOSS add on Opportunities • Financial Analysis Reporting • Automated time tracking system

  12. Financial Analysis Reporting • Intuitive analysis and reporting • Visual performance reports & presentations • Customizable • Easy setup with importing data via Excel

  13. Tsheets Automated Time Tracking System • Eliminate manual time entry • Mobile device capable • GPS tracking • Online/offline tracking • Job costing records • Quickbooks integration

  14. Live Demo Hardware • Phone – Samsung Galaxy S III • Tablet – Microsoft Surface running Windows 8.1 • Wireless adapter (phone) – Samsung Allshare Cast dongle EAD-T10 • Wireless adapter 2 (tablet) - Netgear PTV3000 • HDMI Splitter - IOgear GHDSW3 • Projector – Brookstone 801143

  15. Questions?

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