Boss Books is your modern solution for
full-service bookkeeping.

Bookkeeping Services are just the beginning.

Boss Books was founded in 2018 with a simple mission – to fully engage with clients to optimize their business processes.

Most entrepreneurs start their businesses to pursue their passion, not to worry about business logistics. That’s where we come in. Clients we work with count on us to provide practical solutions to their most pressing back-office business concerns. Business owners are free to pursue their passion while Boss Books assists with the rest.

Every business is different, so we consult with each prospective client to design a customized service package.

Pursue your passion while we do the rest.

Bookkeeping Services

We become masters of your bank and credit card accounts, track all balance sheet items, monitor income and expenses, collect W9s and file yearly 1099s, and make your CPA very happy when it’s income tax time.

Payroll and Benefits

Whether you need basic payroll for yourself, employees, or contractors, or are ready to offer benefits such as PTO, health, dental, and vision, and retirement, we can help with set-up and ongoing monitoring.

Accounts Receivable/Billing

We consult with each business to see how you interact with your clients and that helps determine the best solution for billing (and collecting) from your client base.

Accounts Payable

We help business evolve from outdated paper bills and monthly check-runs, to more automated solutions so you can have more control over your finances.

Sales Tax Compliance

If you sell a taxable product or service, we can help with sales tax compliance and offer solutions for multistate returns

Controller Services

We provide monthly interim financial statement preparation, budgeting, cash-flow forecasting, key performance indicators as requested. Monthly client meetings/check-ins help you understand your business better and help us serve you better.

Let's Talk

We develop real relationships with our clients, listen to their concerns, and take action to improve their business.

You are never just another business to us. We want each business we work with to feel special. Because you are.

Our clients tell it best.

We fully engage with clients to optimize their business processes. Let’s hear what they have to say.

Boss Books has allowed me to do what I do best. I don’t have to worry about the business side of things. You can’t go wrong with Boss Books!

John S.

CEO

Wow! Carol made this effortless. She is super responsive and detail oriented. I am so glad I found her!

Stacey T.

Owner

We highly recommend Boss Books for all financial related aspects of the business. We are excited to add more services as we grow!

Ted L.

Carol not only made it easy to hand things over but she also helped us streamline several processes which is now savings us hundreds of dollars a month!

Andrea M.

Owner

Let’s Connect.

Ready to learn more about bookkeeping services, business process advisory, or controller services? Schedule a free no obligation 30-minute Zoom meeting to see how we can help your business.