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Tax audits can be time-consuming, taxing, and possibly expensive. Small business proprietors who might be navigating complex tax policies for the first time or who work in businesses such as restaurants where errors are easy to make are particularly likely to draw unnecessary attention for the IRS. An audit doest need to be a painful,…

Accounting mistakes happen occasionally, but you can avoid numerous common mistakes with proper preparation and planning. Remember, it typically takes more time to rectify an error than to get it right initially. Interestingly, it’s also cheaper to recognize and rectify errors early instead of waiting to correct the issue later. While some accounting errors are minor and…

A look into the QuickBooks tool that makes tracking expenses, comparing expenses to revenue, and ensuring accurate records for your business. This webinar will help you understand the job costing tools that QuickBooks has to offer in their various software editions, as well as how out of the box technology can work with you to…

Today’s Technology Tuesday insights have been percolating for a few hours. The presentation took us on roads toward jewels of financial insight. Some were principles long held in business, while others got to minute details around inventory and personnel management; the latter two made a teammate chuckle – while reminiscing of a college lecture on…

  Out Of The Box Technology has been selected as a member of the Bob Scott’s VAR Stars for 2019, a group of 100 organizations honored for their accomplishments in the field of midmarket financial software. Members of the VAR Stars were selected based on factors such growth, industry leadership and recognition, and innovation. Selection…

We had the privilege of our Director of IT, Chad, sharing pithy tips and practices for you to resolve encounters on your own – when working in our hosting environment, or others. Such are handy when time is not a luxury; and you need to get work done immediately. Speaking from experience as a support…

As a small business owner, making a profit is probably pretty high on your list of priorities. Join Dawn Brolin, our very own VP of Business Development and Compliance, as she discusses the action items that will help lead to increased profitability. Learning Objectives: Understand how standardization of the processes will help you  increase your…

There is a new kind of adviser in the world.  The one who connects with their clients with more than just numbers.  They really care about the personal, professional, and financial well being of others.  If this is you, then you are today’s adviser.  This course goes beyond the ordinary list of usual suspects in…

As we reflect on the last year here at Out Of The Box Technology, it is humbling to realize all that we have to be thankful for. 2019 was such an impactful year, not only for what we were able to accomplish, but for the people who made an impact on us; our clients, our…

Our developers have been hard at work on Recur360 these last few months. As we ring in the new year, they are excited to share with you whas new with Recur360. From general integration updates and minor workflow improvements to our major Bulk Update feature, there is a lot to show you! We will also…

We recently wrapped up another Technology Tuesday. This time, we had one of our own – Jonathan Harvey – giving attendees the new QuickBooks features your business can leverage for greater efficiency, and transparency.

What a way to kick off Technology Tuesday for October 2019! This particular Technology Tuesday was met with great anticipation leading up to the presentation; and it didt disappoint! Out Of The Box Technology Executive V.P. of Business Development & Compliance, Dawn Brolin, delivered endless insight. Her pedigree as a Certified Fraud Examiner (CFE) &…