BOSS™ with Bottom Line Tax Services, LLC
-
Upload
boris-ross -
Category
Documents
-
view
34 -
download
0
description
Transcript of BOSS™ with Bottom Line Tax Services, LLC
![Page 1: BOSS™ with Bottom Line Tax Services, LLC](https://reader036.fdocuments.us/reader036/viewer/2022062719/56813221550346895d98813a/html5/thumbnails/1.jpg)
BOSS™ withBottom Line Tax Services, LLC
The Right Way to The Cloud,With BOSS
![Page 2: BOSS™ with Bottom Line Tax Services, LLC](https://reader036.fdocuments.us/reader036/viewer/2022062719/56813221550346895d98813a/html5/thumbnails/2.jpg)
Benefits of BOSS• 24/7 access• Enterprise reliability• Data security• Automatic upgrades• Trusted world-wide• No duplication of
entries
![Page 3: BOSS™ with Bottom Line Tax Services, LLC](https://reader036.fdocuments.us/reader036/viewer/2022062719/56813221550346895d98813a/html5/thumbnails/3.jpg)
BOSS Core Elements• Online Client Center
direct access• Accounting software• Accounts payable &
custom invoicing• Full service payroll• Secure client/employer
access
![Page 4: BOSS™ with Bottom Line Tax Services, LLC](https://reader036.fdocuments.us/reader036/viewer/2022062719/56813221550346895d98813a/html5/thumbnails/4.jpg)
Accounting & Financial Statements
• BOSS allows use of many different accounting software.
• Hosted software• Online statement access• Real time data• Online Client Center
![Page 5: BOSS™ with Bottom Line Tax Services, LLC](https://reader036.fdocuments.us/reader036/viewer/2022062719/56813221550346895d98813a/html5/thumbnails/5.jpg)
Hosted Accounting Software
• Hosted Quickbooks, Quickbooks Online, Sage Products
• Access financials anywhere with internet
• Up to date financials• Eliminate double entry
and backup retrieval
![Page 6: BOSS™ with Bottom Line Tax Services, LLC](https://reader036.fdocuments.us/reader036/viewer/2022062719/56813221550346895d98813a/html5/thumbnails/6.jpg)
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
![Page 7: BOSS™ with Bottom Line Tax Services, LLC](https://reader036.fdocuments.us/reader036/viewer/2022062719/56813221550346895d98813a/html5/thumbnails/7.jpg)
New Roles in Streamlined Payables Process
Submit bills
Approve bills
Schedule payments
Enter and code bill information
You approve bills for payment and tell us
when to pay.
We schedule and make payments on
your behalf.
Sync with your accounting software
ClientFirm
![Page 8: BOSS™ with Bottom Line Tax Services, LLC](https://reader036.fdocuments.us/reader036/viewer/2022062719/56813221550346895d98813a/html5/thumbnails/8.jpg)
Full-Service Payroll
![Page 9: BOSS™ with Bottom Line Tax Services, LLC](https://reader036.fdocuments.us/reader036/viewer/2022062719/56813221550346895d98813a/html5/thumbnails/9.jpg)
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
![Page 10: BOSS™ with Bottom Line Tax Services, LLC](https://reader036.fdocuments.us/reader036/viewer/2022062719/56813221550346895d98813a/html5/thumbnails/10.jpg)
Secure Access Hosted by Thomson Reuters• Tax Return/paystub
downloads• Large file uploads• Secure 24/7 access• Cost and time saving• Personalized banker
access
![Page 11: BOSS™ with Bottom Line Tax Services, LLC](https://reader036.fdocuments.us/reader036/viewer/2022062719/56813221550346895d98813a/html5/thumbnails/11.jpg)
BOSS add on Opportunities• Financial Analysis
Reporting
• Automated time tracking system
![Page 12: BOSS™ with Bottom Line Tax Services, LLC](https://reader036.fdocuments.us/reader036/viewer/2022062719/56813221550346895d98813a/html5/thumbnails/12.jpg)
Financial Analysis Reporting
• Intuitive analysis and reporting
• Visual performance reports & presentations
• Customizable
• Easy setup with importing data via Excel
![Page 13: BOSS™ with Bottom Line Tax Services, LLC](https://reader036.fdocuments.us/reader036/viewer/2022062719/56813221550346895d98813a/html5/thumbnails/13.jpg)
![Page 14: BOSS™ with Bottom Line Tax Services, LLC](https://reader036.fdocuments.us/reader036/viewer/2022062719/56813221550346895d98813a/html5/thumbnails/14.jpg)
![Page 15: BOSS™ with Bottom Line Tax Services, LLC](https://reader036.fdocuments.us/reader036/viewer/2022062719/56813221550346895d98813a/html5/thumbnails/15.jpg)
Tsheets Automated Time Tracking System
• Eliminate manual time entry
• Mobile device capable• GPS tracking• Online/offline tracking• Job costing records• Quickbooks integration
![Page 16: BOSS™ with Bottom Line Tax Services, LLC](https://reader036.fdocuments.us/reader036/viewer/2022062719/56813221550346895d98813a/html5/thumbnails/16.jpg)
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
![Page 17: BOSS™ with Bottom Line Tax Services, LLC](https://reader036.fdocuments.us/reader036/viewer/2022062719/56813221550346895d98813a/html5/thumbnails/17.jpg)
Questions?