iBOSS®

YOUR PERSONAL FINANCIAL ASSISTANT

iBOSS® represents our all-inclusive personal financial assistant package. For an affordable, monthly fixed fee, we will take care of your personal accounting tasks —paying your bills, balancing your checkbooks, tax planning, and producing a monthly recap of your income and expenses. All activity is facilitated online through our advanced web-based and mobile platforms, offering ultimate convenience for you, and iBOSS gives you peace of mind in knowing that all of your personal accounting needs are managed by your most trusted advisor.

iBOSS is ideal for busy people with significant monthly financial transactions and balances to manage—people such as business owners, executives, professional practitioners, and frequent travelers, to name a few. If your lifestyle is fully engaged and your time fully committed, iBOSS can help you simplify.

Take a moment and get to know iBOSS. This cost-effective package of financial management services relieves you of the hassles and headaches associated with managing a myriad of personal accounting tasks.

Download our iBOSS® Fact Sheet >>

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- Individual Clients
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- Payroll Client Employee

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Phone: 502.276.0956 • Fax: 502.276.0957
Email: Info@PattersonCPA.com