The Right Way to The Cloud Benefits of BOSS 247 access Enterprise reliability Data security Automatic upgrades Trusted worldwide No duplication of entries BOSS Core Elements Online Client Center direct ID: 778921
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Slide1
BOSS™ withLandis & Associates
The Right Way to The Cloud
Slide2Slide3Benefits of BOSS
24/7 access
Enterprise reliability
Data security
Automatic upgrades
Trusted world-wide
No duplication of entries
Slide4BOSS Core Elements
Online Client Center direct
a
ccess
Accounting software
Accounts payable & custom invoicing
Full service
p
ayroll
Secure client/employer access
Slide5Accounting & Financial Statements
BOSS allows use of many different accounting software.
Hosted software
Online statement access
Real time data
Online Client Center
Slide6Hosted Accounting Software
Hosted Quickbooks, Quickbooks Online, Sage Products
Access financials anywhere with internet
Up to date financials
Eliminate double entry and backup retrieval
Slide7Accounts Payable & Customer Invoicing
Streamline your payables and receivables process end-to-end using Bill.com
Receive and pay bills online
Invoice online and get paid faster
Automate collections
Store and share financial documents online
Reconcile with bank accounts
Sync with your accounting software
Easily collaborate with us, your vendors, and your
customers online
Manage and control your cash flow
Slide8New Roles in Streamlined Payables Process
Submit bills
Approve bills
Schedule payments
Enter and code bill information
You approve bills for payment and tell us when to pay.
We schedule and make payments on your behalf.
Sync with your accounting software
Client
Slide9Slide10How to Access Documents
Online Client Center
Accessed through Berndt CPA website
Bill.com app
Net Client CS app
Net Client CS allows flexibility in uploading and downloading personal information
Slide11Secure Access Hosted by
Thomson Reuters
Tax Return/paystub downloads
Large file uploads
Secure 24/7 access
Cost and time saving
Personalized banker access
Slide12BOSS add on Opportunities
Financial
A
nalysis Reporting
Automated time
t
racking
s
ystem
Slide13Financial Analysis Reporting
Intuitive analysis and reporting
Visual performance reports & presentations
Customizable
Easy setup with importing data via Excel
Slide14Slide15Slide16Tsheets Automated Time Tracking System
Eliminate manual time entry
Mobile device capable
GPS tracking
Online/offline
t
racking
Job costing records
Quickbooks integration
Slide17Live Demo Hardware
Phone – Samsung Galaxy S III
Tablet – Microsoft Surface running Windows
8.1
Wireless
adapter
(phone) – Samsung Allshare Cast
dongle
EAD-
T10
Wireless
adapter 2 (tablet) -
Netgear
PTV3000HDMI Splitter -
IOgear GHDSW3Projector – Brookstone 801143
Slide18Questions?