Client Accounting & Advisory Services

We provide full-service, real time Client Accounting & Advisory Services or “CAAS” through QuickBooks Online (QBO) or through cloud hosted QuickBooks (QB) services to meet the evolving needs of our growing small and medium size business clients. The Cloud has given us and our clients the ability to have real time access to accounting and financial data. Given these changes, business owners want more on-going professional accounting assistance and financial and tax savings advisory help. Our Client Accounting & Advisory Services services allow us to provide our clients with forward looking, proactive and value-added services.

Our Client Accounting & Advisory Services Include:

QBO or Cloud Hosted QB’s accounting services, including 24/7 support.

Full-service payroll services, including direct deposit, quarterly and year end payroll filings, W-2’s, 1099’s and tax deposits, utilizing Paylocity or ADP’s Run system managed through BA’s professional staff. We can typically match the price you currently pay to a third-party payroll company.

Other payroll and HR services including 401k set up, group benefits, timely posting of payroll activities into your QB’s, workers comp, garnishments, special owner comp and tax withholdings, etc.

Proactive business strategies, owner tax planning, and regular meetings to review and discuss tax saving strategies and opportunities.

Customized QB’s Financial (FS) Reporting to help you manage business profits, cash flow, strategy, profit planning, and business strategy. This service provides you with timely and well-organized customized financial package within days following each calendar month-end.

Financial advisory using the customized QB’s FS Reporting Package.

Business succession and exit planning.

QB’s Pro-Advisor training and support for your in-house staff.

Let Us Help:

How to Estimate Quarterly Tax Payments For Your Boston, MA Business

Key TakeawaysEstimated tax payments are required if you expect to owe at least $1,000 in federal tax after withholding and credits You generally must pay at least 90% of your current-year tax or 100% of last year’s tax (110% if last year’s AGI exceeded $150,000)...

The 5 Worst AI Mistakes Boston, MA Business Owners Should Avoid

 Key TakeawaysNever automate high-stakes customer interactions entirely. Use AI to handle data gathering, but ensure a human handles emotional or complex resolutions to protect your brand reputation. AI output is only as reliable as your input. Clean and...

What Smart Boston, MA Owners Do When Using AI for Small Business Growth

 Key Takeaways Small businesses often see faster financial returns from AI than large companies because they can change workflows quickly AI only works if you can tie it to measurable outcomes like cost savings, revenue growth, or capacity...

AI Productivity Hacks For Your Boston, MA Business

 Key TakeawaysAI provides the most immediate value when applied to existing business leaks like scheduling, invoicing, and slow customer response times Business owners can use AI as a high-speed data analyst to uncover profit margins, customer segments, and...

What’s My Boston, MA Partnership or S Corp Tax Filing Deadline?

 Key TakeawaysThe Partnership and S Corp tax filing deadline is Monday, March 16, 2026. These returns don’t calculate tax owed by the business. They generate Schedule K-1s for the owners. You cannot accurately file your personal return without your...

TurboTax vs Tax Preparer: How Should I File My Boston, MA Business Taxes?

 Key TakeawaysDIY tax software can work for very simple, low-income businesses, but it assumes you already know how to classify transactions and identify tax opportunities. A tax preparer makes sure expenses, credits, and entity decisions are handled legally...

What Do I Need to Bring To My Tax Appointment With My Boston, MA Accountant?

 Key Takeaways Personal and business identification details, including Social Security numbers and business IDs Complete income records Documentation that supports deductions, credits, and major purchases Proof of tax payments already made...

What’s The Last Date For Employers To Send Out W-2 Forms to Boston, MA Employees?

 Key TakeawaysW-2s and 1099-NECs must be sent to workers by February 2, 2026 (for the 2025 tax year). Those same forms must also be filed with the government by February 2, 2026, whether you file electronically or on paper. If you file 10 or more total...

How Many KPIs Should You Have For Your Boston, MA Business?

 Key TakeawaysYou only need 5–9 true KPIs for effective 2026 planning. KPIs should connect directly to a specific financial or strategic goal. Too many KPIs dilute focus and slow decision-making. The right KPIs help you act earlier, not just...

Season’s Greetings From BA, Inc.

Season’s greetings from the BA team. As a team here, we always do our best to try to find a quiet pocket of time this week to take stock of last year, and plan for the year ahead. And we encourage you to do the same. Look back at 2025 and ask yourself:- What...

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Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!