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Free CPAs to Focus on High-Value Work

The BOSS System doesn’t just do bookkeeping — we help CPA firms grow. Whether you're behind on client books or looking to scale without burning out, we act as your back-office partner — not your competitor.

We Take Low-Margin Work Off Your Plate

“Let us handle the grind work — so you can focus on tax planning, advisory, and growing your client base.”

We Keep Your Clients Clean, Compliant, and Advisory-Ready

No more messy ledgers at tax time or chasing receipts in April.
We deliver clean books, fast. That means:

Fewer tax prep delays

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Easier advisory engagements

Better client retention for your firm

We guarantee up-to-date, reconciled books so you’re not cleaning up QuickBooks at the eleventh hour.

We Protect Your Brand,Not Compete With It

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We Make You Look Good

From custom reports to client-ready dashboards, we elevate your service offering — whether behind the scenes or as a trusted referral partner.

We Help You Earn More (Without Doing More)

CPA firms can:

Outsource bookkeeping to us with white-label or back-end fulfillment

Streamline your operations by outsourcing bookkeeping to us—offering both white-label and back-end fulfillment tailored to your needs.

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Markup and bill clients directly

Easily apply markups and bill your clients directly—no middleman, full control.

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Refer lower-budget clients and earn recurring commissions or bonuses

Refer lower-budget clients and earn recurring commissions or performance-based bonuses.

Bookkeeping Services We Deliver

Income & Expense Categorization

Accounts Receivable /
Invoicing & Collections

Monthly Reconciliation (Banks, Credit Cards)

Non-Processing Payroll
Collaboration

Financial Statements (P&L, Balance Sheet, Cash Flow)

Sales Tax Tracking (non-filing)

Chart of Accounts Maintenance

Audit-Ready Documentation
& Cleanup

Optional Dashboards (Google Sheets)

Historical Catch-Up
(6–24 months back)

Accounts Payable / Bill Management

White-Label Fulfillment

We serve your clients under your brand. You manage billing; we handle the books.

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Referral Model

Refer clients directly. We fulfill the BOSS System brand and pay you referral bonuses or perks.

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Bonus Incentives

1) Co-branded landing pages

2) CPA partner dashboard

3) Free month of service for your firm

4) Priority turnaround during tax season

Refer clients, help them succeed, and grow your own business in the process.

I used to dread onboarding new small business clients. With The BOSS System handling the books, I can actually say yes — and be profitable.

- CPA Partner, Florida

Before The BOSS System, cleanup work would eat up hours with little return. Now, my team gets accurate books fast — and we stay focused on higher-value work.

-Managing Partner, Texas

It’s like having a bookkeeping team I don’t have to train or manage. Game-changer.

- Firm Owner, Illinois

Bookkeeping for SENIOR CARE AGENCIES

At The BOSS System, we understand the unique financial landscape of senior care. From Medicaid reimbursements to caregiver payroll and agency profit margins, our specialized bookkeeping service is designed specifically for home care agencies like yours.

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