BOSS™ withBottom 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 access• Accounting software• Accounts payable &

custom invoicing• Full service payroll• Secure client/employer

access

Accounting & Financial Statements

• BOSS allows use of many different accounting software.

• Hosted software• Online statement access• Real time data• Online Client Center

Hosted Accounting Software

• Hosted Quickbooks, Quickbooks Online, Sage Products

• Access financials anywhere with internet

• Up to date financials• Eliminate double entry

and backup retrieval

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

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

Full-Service Payroll

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

Secure Access Hosted by Thomson Reuters• Tax Return/paystub

downloads• Large file uploads• Secure 24/7 access• Cost and time saving• Personalized banker

access

BOSS add on Opportunities• Financial Analysis

Reporting

• Automated time tracking system

Financial Analysis Reporting

• Intuitive analysis and reporting

• Visual performance reports & presentations

• Customizable

• Easy setup with importing data via Excel

Tsheets Automated Time Tracking System

• Eliminate manual time entry

• Mobile device capable• GPS tracking• Online/offline tracking• Job costing records• Quickbooks integration

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

Questions?