Gold Package

$375 per month • $50 setup fee

BOSS™ understands that your business can suddenly grow and you need to hand off more of the accounting work so you can focus on your clients and your marketing. BOSS' Gold Package includes all the features of Bronze and Silver, but adds the following tools to help you take more off our your accounting plate.

  1. Online Bill payment through our partnership with
    1. Process and pay up to 10 vendor payments per month (we process payments but monies for payments come out of the clients' approved checking account)
    2. One client user account created for bill authorization (additional company users can be added for $10 per month, per user or authorizer)
    3. Send us your vendors bills, we will enter the bills into the system
    4. You will receive emails that let you know when payments are due
    5. From the email, you can approve payments
    6. You can change amounts to pay before they go out
    7. Our accounting staff can only pay what you approve
    8. Multiple levels of security and authorization built in!
  2. Access your QuickBooks files online.
    1. Print Checks
    2. Enter Transactions
    3. Process client invoices and email
  3. Access to our Client Access Point that gives you access to applications and your financial data right from the desktop, or the Internet.
  4. Access your accountant via email or by phone.
  5. Using PayPal? We will download your data and categorize it in your financial file.
  6. Getting your data to BOSS
    1. You will receive an envelope within one week of signing on. Take your business receipts, vendor bills and invoices, place them in the envelope and send them (postage is already paid). We will enter up to 150 entries per month. All receipts, when completed, will be sent back to your office with another self-addressed, postage-paid return envelope ready for your next batch!
    2. Or... Email your scanned material to your personally assigned email address.
    3. Or... simply scan your data and send it to us via our workflow management system. Upload, drag and drop, or drag from email. Know when the work is done, and verify that we have received it!
  7. Morgan & Morgan will code your receipts, bills, deposits, expenses and invoices into a standard chart of accounts approved by the IRS.
  8. All deposits will be batch processed and placed under Sales.
  9. BOSS will reconcile two credit card accounts and one bank account monthly.
  10. You will receive the following financial reports monthly:
    1. Profit and Loss
    2. Balance Sheet
  11. Take advantage of deep discounts (20% or more) on year-end tax services and other À La Carte accounting options!

Contact Morgan & Morgan today!

Client Center

Using Your Client Organizer
How to Review My 1040
Using File Exchange

Phone: 616.776.6457 • Fax: 616.776.6439
Ask Us a Question