Outsourced Accounting & Advisory Services

See more. Know more. Grow more with JobBOSS2.

Your business data is a catalyst for growth. Especially your accounting data. Unfortunately, JobBOSS2 is not the strongest in accounting, which means you might be missing out on key data you could use to drive strategic decisions.  

The good news is that you don’t have to start from scratch with a whole new ERP system. JobBOSS2 is a great manufacturing application and with a few smart integrations, you can unlock an impressive range of features and capabilities.  

Schedule A Consultation

Outsourced Accounting & Advisory Services 

See more. Know more. Grow more with JobBOSS2.  

Your business data is a catalyst for growth. Especially your accounting data. Unfortunately, JobBOSS2 is not the strongest in accounting, which means you might be missing out on key data you could use to drive strategic decisions.  

The good news is that you don’t have to start from scratch with a whole new ERP system. JobBOSS2 is a great manufacturing application and with a few smart integrations, you can unlock an impressive range of features and capabilities.  

Schedule A Consultation

Level up JobBOSS2 for next-level manufacturing

Modernize your accounting with access to new applications

Open the door to expert accounting support

Leverage robust built-in reporting

Experience the potential of real-time business intelligence

Level up JobBOSS2 for next-level manufacturing

Modernize your accounting with access to new applications

Open the door to expert accounting support

Leverage robust built-in reporting

Experience the potential of real-time business intelligence

Illustration representing the integration of tools required in manufacturing.

QuickBooks Online

Invest in the best of both worlds

Yes, JobBOSS2 comes with built-in accounting modules, but those capabilities are limited and aren’t updated as frequently as the core manufacturing features. With a little elbow grease, JobBOSS2 integrates beautifully with QuickBooks Online. Your accounting data will immediately become more accessible, more valuable, and more strategic.  

Learn about the benefits of integrating QuickBooks Online with JobBOSS2.

Power BI

More power to manufacturing

With your accounting data moved to QuickBooks Online, you can use Power BI to analyze data from multiple systems. Combine QuickBooks Online data for accounts receivable and revenue with current data for your work-in-progress and your backlog out of JobBOSS2. And it all gets updated automatically, so you can do an interactive analysis of your data on the fly. 

Illustration representing the power of adding Power BI to manufacturing operations.
Use Microsft Power BI to get a comprehensive picture of your customer base.
Quickly see which jobs are profitable with Microsoft Power BI.
Illustration representing the integration of tools required in manufacturing.

QuickBooks Online

Invest in the best of both worlds

Yes, JobBOSS2 comes with built-in accounting modules, but those capabilities are limited and aren’t updated as frequently as the core manufacturing features. With a little elbow grease, JobBOSS2 integrates beautifully with QuickBooks Online. Your accounting data will immediately become more accessible, more valuable, and more strategic.  

Learn about the benefits of integrating QuickBooks Online with JobBOSS2.
Illustration representing the power of adding Power BI to manufacturing operations.

Power BI

More power to manufacturing

With your accounting data moved to QuickBooks Online, you can use Power BI to analyze data from multiple systems. Combine QuickBooks Online data for accounts receivable and revenue with current data for your work-in-progress and your backlog out of JobBOSS2. And it all gets updated automatically, so you can do an interactive analysis of your data on the fly. 

Use Microsft Power BI to get a comprehensive picture of your customer base.
Quickly see which jobs are profitable with Microsoft Power BI.
Illustration abstractly representing how our services help manufacturers reach their goals.

Our Services

Here to help you get more out of JobBOSS2

When it comes to manufacturing, experience matters. Our team of accounting specialists is dedicated to manufacturing. More importantly, we know JobBOSS2 inside and out. Whether you’re looking to take your business to the next level with real-time analytics or aiming to optimize your accounting function by outsourcing – we’re here to help. 

Core accounting services – beyond bookkeeping  

We build a strong accounting foundation by handling your day-to-day accounting needs and closing your books at month-end on a timely basis. We go way beyond what is sometimes called “bookkeeping.” 

CFO-level guidance 

Our experienced leaders help set your strategic goals and keep you on track to achieving them. 

Modern analytics 

Using modern, best-in-class tools, we combine operational and financial information to provide timely business intelligence and analytics, so you never have to make a decision in the dark.

Illustration abstractly representing how our services help manufacturers reach their goals.

Our Services

Here to help you get more out of JobBOSS2

When it comes to manufacturing, experience matters. Our team of accounting specialists is dedicated to manufacturing. More importantly, we know JobBOSS2 inside and out. Whether you’re looking to take your business to the next level with real-time analytics or aiming to optimize your accounting function by outsourcing – we’re here to help. 

Core accounting services – beyond bookkeeping  

We build a strong accounting foundation by handling your day-to-day accounting needs and closing your books at month-end on a timely basis. We go way beyond what is sometimes called “bookkeeping.” 

CFO-level guidance 

Our experienced leaders help set your strategic goals and keep you on track to achieving them. 

Modern analytics 

Using modern, best-in-class tools, we combine operational and financial information to provide timely business intelligence and analytics, so you never have to make a decision in the dark.

Atlas Gaskets Logo

“Chortek understands the manufacturing industry inside and out … they were able to identify opportunities I didn’t even know were available and offer thorough advice on how to best continue growing my business.” 

Eric Spacek, Atlas Gaskets

Our process

Best-in-field expertise meets best-in-class tools 

Business software is the Achille’s heel of many small to mid-size businesses. And this couldn’t be truer than in manufacturing, where different systems don’t always work well with one another, or data sit in silos. Valuable information ends up falling between the cracks as a result. We created our Outsourced Accounting & Advisory Services offering to help with these challenges. 

Illustration representing the tools used in outsourced accounting and advisory services

STEP

01

Clear the way for clear data 

We start with an accounting tune-up, reviewing your processes, documentation and accounting data. We make sure everything is in working order and clean things up. Then, we standardize and automate wherever possible.  

STEP

02

Connect all the data dots 

Leveraging Microsoft Power BI and the Microsoft Power Platform to combine and clean your data, we will tailor simple dashboards and reports for your business. Results update automatically and can be securely viewed on modern devices.  

STEP

03

Guiding you the best way forward 

It’s time to kick growth into high gear. We’ll build a financial forecast, define KPIs, and help you set goals. We’ll review results together monthly, refine assumptions, reforecast, and measure your progress. 

Illustration representing the tools used in outsourced accounting and advisory services

Our process

Best-in-field expertise meets best-in-class tools 

Business software is the Achille’s heel of many small to mid-size businesses. And this couldn’t be truer than in manufacturing, where different systems don’t always work well with one another, or data sit in silos. Valuable information ends up falling between the cracks as a result. We created our Outsourced Accounting & Advisory Services offering to help with these challenges. 

STEP

01

Clear the way for clear data 

We start with an accounting tune-up, reviewing your processes, documentation and accounting data. We make sure everything is in working order and clean things up. Then, we standardize and automate wherever possible.  

STEP

02

Connect all the data dots 

Leveraging Microsoft Power BI and the Microsoft Power Platform to combine and clean your data, we will tailor simple dashboards and reports for your business. Results update automatically and can be securely viewed on modern devices.  

STEP

03

Guiding you the best way forward 

It’s time to kick growth into high gear. We’ll build a financial forecast, define KPIs, and help you set goals. We’ll review results together monthly, refine assumptions, reforecast, and measure your progress. 

Packages

Choose the package that works for you 

If your accounting function is understaffed, stretched thin, or non-existent, this set of options is for you. We can be your fully outsourced accounting department at three different levels of support depending on your needs.

Foundations Package Business Builder Package Future-Ready Package
Accounting Essentials 

Weekly, monthly, quarterly, and annual accounting services. We act as your fully outsourced accounting department. 

 Advanced Reporting 

Everything in the Foundations Package, plus advanced KPI tracking and reporting. For businesses in growth mode. 

 Strategic Planning 

Everything in Foundations and Business Builder, plus a custom 12-month financial forecast. *Additional one-time fee to build the financial model. 

Just looking for analytics? No problem.

If your accounting department is working in lock-step and you are ready to leverage your business data to the fullest, we can help with that, too. This set of packages is designed to supplement your existing accounting team with access to data analytics and higher-level advisory services.

Foundations Package Business Builder Package Future-Ready Package
Analytics Essentials 

We will implement QuickBooks Online and deploy Power BI. We will also handle software fees and monthly maintenance.

 Advanced Reporting 

Everything in the Foundations Package, plus advanced KPI tracking and reporting. For businesses in growth mode. 

 Strategic Planning 

Everything in Foundations and Business Builder, plus a custom 12-month financial forecast. *Additional one-time fee to build the financial model. 

Packages

Choose the package that works for you 

If your accounting function is understaffed, stretched thin, or non-existent, this set of options is for you. We can be your fully outsourced accounting department at three different levels of support depending on your needs.

Foundations Package
Accounting Essentials 

Weekly, monthly, quarterly, and annual accounting services. We act as your fully outsourced accounting department. 
Foundations Package
Accounting Essentials 

Weekly, monthly, quarterly, and annual accounting services. We act as your fully outsourced accounting department. 
Foundations Package
Accounting Essentials 

Weekly, monthly, quarterly, and annual accounting services. We act as your fully outsourced accounting department. 

Just looking for analytics? No problem.

If your accounting department is working in lock-step and you are ready to leverage your business data to the fullest, we can help with that, too. This set of packages is designed to supplement your existing accounting team with access to data analytics and higher-level advisory services.

Foundations Package
Accounting Essentials 

We will implement QuickBooks Online and deploy Power BI. We will also handle software fees and monthly maintenance.
Business Builder Package
Advanced Reporting 

Everything in the Foundations Package, plus advanced KPI tracking and reporting. For businesses in growth mode.
Future-Ready Package
Strategic Planning 

Everything in Foundations and Business Builder, plus a custom 12-month financial forecast. *Additional one-time fee to build the financial model. 

Ready to Harness the Power of Your Accounting?  

Whether you’re looking to take your business to the next level with real-time analytics or aiming to optimize your accounting function by outsourcing – we’re here to help.  

Schedule a consultation
Manufacturing workers reviewing information on a tablet.
Manufacturing workers reviewing information on a tablet.

Ready to Harness the Power of Your Accounting?  

Whether you’re looking to take your business to the next level with real-time analytics or aiming to optimize your accounting function by outsourcing – we’re here to help.  

Schedule a consultation

Related Resources

Your resource for more information on manufacturing best practices in accounting and data analytics.

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