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Back Office Support System (BOSS ™ )

Back Office Support System (BOSS ™ ). [LOGO]. For Your Small Business Clients. Why Partner with [FIRM NAME]?. Provide SMB clients with a trusted source for their tax and accounting needs. Provide banks with the assurance of quality, timely data and financial information.

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Back Office Support System (BOSS ™ )

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  1. Back Office Support System (BOSS™) [LOGO] For Your Small Business Clients

  2. Why Partner with [FIRM NAME]? • Provide SMB clients with a trusted source for their tax and accounting needs. • Provide banks with the assurance of quality, timely data and financial information. • A win-win partnership—offers a two-way referral system. [LOGO]

  3. The Value to Clients Clients can: • Rely on [FIRM NAME] to take care of all their accounting and tax needs, so the client can focus on growing their business. • Enjoy receiving comprehensive, professional accounting services at an affordable monthly fixed price. [LOGO]

  4. The Value to Banks Banks can: • Rest assured that the client’s financial data is current and meaningful. No more garbage in-garbage out. • Rely on [FIRM NAME] to follow-up on all informationrequired in a timely manner. [LOGO]

  5. What is BOSS? Back Office Support System • All-inclusive small business accounting package: • Bill paying • Checkbook maintenance/balancing • Payroll processing & payroll tax return preparation • W-2 processing • Financial guidance year round [LOGO]

  6. What is BOSS? Back Office Support System [LOGO]

  7. What is BOSS? Online Platform for Ultimate Convenience [LOGO]

  8. A Great Partnership • Clients receive top-notch, year-round accounting and tax service and support. • Banks are assured of receiving quality, timely datafrom clients. • Two-way referral program. [LOGO]

  9. Q & A Questions? [LOGO]

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