1. Back Office Support System (BOSS ™ ) For Your Small Business Clients [LOGO]

2. Why Partner with [FIRM NAME]? Provide SMB clients with a trusted source for their tax and accounting needs. Provide banks with the assurance of quality, timely data and financial information. A win-win partnership—offers a two-way referral system. [LOGO]

3. The Value to Clients Rely on [FIRM NAME] to take care of all their accounting and tax needs, so the client can focus on growing their business. Enjoy receiving comprehensive, professional accounting services at an affordable monthly fixed price. Clients can: [LOGO]

4. The Value to Banks Rest assured that the client’s financial data is current and meaningful. No more garbage in-garbage out. Rely on [FIRM NAME] to follow-up on all information required in a timely manner. Banks can: [LOGO]

5. What is BOSS? All-inclusive small business accounting package: –Bill paying –Checkbook maintenance/balancing –Payroll processing & payroll tax return preparation –W-2 processing –Financial guidance year round Back Office Support System [LOGO]

6. What is BOSS? Back Office Support System [LOGO]

7. What is BOSS? Online Platform for Ultimate Convenience [LOGO]

8. A Great Partnership Clients receive top-notch, year-round accounting and tax service and support. Banks are assured of receiving quality, timely data from clients. Two-way referral program. [LOGO]

9. Q & A Questions? [LOGO]