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iBOSS™—for Individuals

iBOSS™

Your Personal Financial Assistant

iBOSS™ represents our all-inclusive personal financial assistant package. For an affordable, monthly fixed fee, we will take care of your personal accounting tasks —paying your bills, balancing your checkbooks, tax planning, and producing a monthly recap of your income and expenses. All activity is facilitated online through our advanced web-based and mobile platforms, offering ultimate convenience for you, and iBOSS gives you peace of mind in knowing that all of your personal accounting needs are managed by your most trusted advisor.

iBOSS is ideal for busy people with significant monthly financial transactions and balances to manage—people such as business owners, executives, professional practitioners, and frequent travelers, to name a few. If your lifestyle is fully engaged and your time fully committed, iBOSS can help you simplify.

Take a moment and get to know iBOSS. This cost-effective package of financial management services relieves you of the hassles and headaches associated with managing a myriad of personal accounting tasks.

Download our iBOSS™ Fact Sheet

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In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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 Our Specialties

Chiropractors

We understand that the countless number of tasks associated with running a successful practice leaves you with little time to deal with your numerous accounting and tax responsibilities. That is where ...

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Property Management

With proactive tax strategies and industry-specific expertise, we have a proven track record of helping property management firms succeed from...

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Contractors

If you contract your services as a salesperson, freelance writer, graphic designer, real estate professional, or other profession contact us to learn about the comprehensive, affordable...

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Nonprofits

Morgan & Associates has extensive experience in nonprofit accounting, currently providing audit and tax return services to a growing number of...

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