BOI Reporting For Your Clients Made Easy
Tailored for CPAs, accounting experts, and law firms, our service ensures stress-free compliance for your clients, alleviating you from additional work and legal risk.
Avoid Legal Risk
Accurate & Secure Filing
Passive Income
100% Hands-Off
Over 3,000 outsourced BOI reports filed
Why Outsource BOI Reporting with J&B ?
Avoid Legal Risk
Error & Omissions insurance carriers like CAMICO, AON and others caution CPAs and accountants that filing BOI data for clients might be seen as practicing law without a license. Our collaboration addresses these concerns, ensuring compliant filings while protecting accountants from potential legal liabilities.
Accuracy & Security
Our expertise in BOI reporting guarantees precise filings while prioritizing client data security. Specializing solely in BOI reporting, we dedicate our proficiency to maintaining client information secure, private, and protected. This focus ensures accurate filings, bolstering compliance measures and peace of mind for both our partnered firms and their clients.
Passive Income
Partnering with us provides accounting and legal firm owners with an optional percentage of the revenue from BOI report filings. Our collaborative approach aligns goals, ensuring client care remains a top priority for both parties. This mutually beneficial relationship prioritizes client satisfaction while creating an additional revenue stream for partners who opt in.
As Seen In
Joseph & Bryant is a proud sponsor of the following CPA, accounting, and professional organizations.
How it Works ?
Our outsourcing process is 100% hands-off with no additional work required for our partners. We do all the heavy lifting, ensuring stress-free and compliant filings for your clients.
1
Send an email to your clients.
Partners receive a unique filing link from us to share directly with clients via email. This link grants clients access to our secure filing platform, simplifying the entire process.
2
We take care of the rest.
We guide clients through every step of the filing process, from determining if their company is required to file , to the successful submission of their BOI report to FinCEN. Providing a stress-free and compliant experience for all involved.
3
Collect your passive income. (optional)
Partners who opt into our revenue-sharing structure receive their share at the end of each month, ensuring a seamless and timely compensation process.
About Us
Joseph & Bryant LLC is a Denver-based compliance firm specializing solely in the secure and accurate filing of Beneficial Ownership Information (BOI) for business owners. Collaborating with CPAs, accounting proffessionals, and legal firms we facilitate the outsourcing of their clients' BOI filings, relieving them of legal liability and unwanted responsibilities while creating substantial passive income streams for accounting firms.
BOI's impact on you and your clients.
BOI filings are mandatory for most business owners. Exceptions include those with over $5 million in annual revenue, and over 20 full-time employees. Consequently, the majority of business owners will rely on their CPA, accountant, or lawyer for BOI filing assistance. This places unwanted legal risk and additional responsibility on the proffesional.
Contact Us
Fill out the contact form below to learn more about outsourcing your clients' BOI reporting needs with Joseph & Bryant.
