Platinum Package

$1140 per month • $50 setup fee

BOSS' Premiere Service Line Platinum Package includes everything in the Titanium Package and the following:

  1. Online bill payment through our partnership with Bill.com.
    1. Process and pay up to 30 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. Online expense tracking through our partnership with Nexonia.com.
    1. Two client user accounts created. Additional users can be added for $12 per user, per month.
    2. Upload and track all your expense receipts through a proprietary software
    3. Use your iPhone to take pictures and upload
    4. Multiple levels of security and authorization built in
    5. Accountants can only reimburse employees for expenses you approve
  3. Access your QuickBooks files online.
    1. Print Checks
    2. Enter Transactions
    3. Process client invoices and email
  4. Access to our Financial Control Panel that gives you access to applications and your financial data right from the desktop, or the Internet.
  5. Access your accountant via email, by phone or through our Communicator program
  6. 30 minutes per month financial discussion with your CPA.
  7. Using PayPal? We will download your data and categorize it in your financial file.
  8. Getting your data to BOSS™
    1. You will receive an envelope within one week of signing on. Take your busines s receipts, vendor bills and invoices, place them in the envelope and send them (postage is already paid). We will enter up to 500 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!
  9. Your choice of one of our specialized Industry Chart of Accounts! Or, if yours is already established, we will simply upload and use that file!
  10. We will create and send 45 invoices via email to your clients
  11. We will itemize deposits for 45 invoice transactions in your financials
  12. M&M will reconcile three credit card accounts and two bank accounts monthly.
  13. M&M will provide payroll services for 15 employees—all within the same state
    1. Once a month, bi-monthly or bi-weekly, your choice
    2. All checks will be direct deposit, we will not process payroll checks
    3. Client is responsible for all tax liabilities. M&M will collect funds, remit payments and process payroll reports. Multiple States and Cities can be added for $75 per month, per report.
  14. M&M will prepare your monthly sales tax reports for one state and one city. You may add additional states and cities for $75 per month, per report.
  15. You will receive the following financial reports monthly:
    1. Profit and Loss
    2. Balance Sheet
    3. AR Report
    4. AP Report
  16. 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