BOSS™ with Amy L. Taylor & Company The Right Way to The Cloud, With BOSS.

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Presentation transcript:

BOSS™ with Amy L. Taylor & Company 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 Client

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

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