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:

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...

What Are The Year-End Tax Moves to Make Now For Boston, MA Business Owners?

Key TakeawaysIt is not too late to create meaningful tax savings before December 31, but the remaining moves are very timing-sensitive. Low-cost, in-stock equipment and supplies are the most realistic last-minute purchases that can still be deducted this...

Big Beautiful Bill Details Boston, MA Business Owners Might Have Missed

 Key Takeaways The more favorable EBITDA-based business interest deduction limit is back for your 2025 tax year. (New restrictions are coming in 2026.) New R&E rules aren’t automatic. Retroactive benefits for 2022–2024 require elections, deadlines,...

What Payroll Checklist Steps Do Boston, MA Business Owners Need to Complete Before December 31?

 Key TakeawaysVerify all business and employee information early. Even small errors in EINs, addresses, or Social Security numbers can create big filing issues. Review 2026 compensation rules now. State and local minimum wage increases and the Social...

Boston, MA Small Business Holiday Expenses: What Can I Deduct On Taxes?

Key TakeawaysCompany-wide holiday parties for employees are generally 100% deductible, as long as they’re not exclusive to owners or managers. Meals with clients are typically only 50% deductible, and entertainment remains 0% deductible. Employee gifts can...

Ready to come in for an appointment?

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!