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Browse our latest articles for practical bookkeeping advice, QuickBooks tutorials, and accounting strategies. Discover tips for efficient financial management and stay informed with current updates tailored for modern businesses.
denise loter-koch and isa mccarthy join forces to become the one-stopp elite quickbooks solution provider for all of your bookkeeping and accounting needs
NEWS: Two Top QuickBooks™ Solution Providers Join Forces as One!

Two of the Leading Accounting Technology and Business Service Organizations Merge to Create One-Stop Shop for Bookkeeping, Consulting, Training, and Software Integration. Portland, OR, Release: April 16, 2019. For Immediate Release  

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Becoming an Out Of The Box Technology Client

By now you have heard quite a bit about Out Of The Box Technology. Whether you read our newsletter, have attended a few Technology Tuesday presentations, or have listened to your friends and colleagues talk about their experiences with our consultants, our services are on your mind. Right!? So naturally, you are interested in becoming…

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here's a rundown of the IRS's 2018 Dirty Dozen List of Tax Scams
2018 IRS Dirty Dozen Tax Scams

Compiled annually by the IRS, the “Dirty Dozen” is a list of common scams taxpayers may encounter. While many of these scams peak during the tax filing season, they may be encountered at any time during the year. Here is this yeas list:

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This 2-day introductory level seminar introduces the essential functions of QuickBooks Desktop to business owners and managers.  Designed to cover the most common day-to-day tasks encountered in small business, attendees will be up and running with the software in no time. Participants are encouraged to bring questions and examples from work. 15 CPE credits can be earned for complete attendance to this seminar. Upon successfully completing this course, participants will be able to perform the following accounting tasks: Create and maintain a company data file Process transactions in the sales workflow Process transactions in the purchasing workflow Work with bank accounts Create reports and graphs Prepare basic payroll Understand estimating, time tracking and job-costing
QuickBooks Desktop: 2-Day Seminar for Business Owners & Manager

Course Objective This 2-day introductory level seminar introduces the essential functions of QuickBooks Desktop to business owners and managers.  Designed to cover the most common day-to-day tasks encountered in small business, attendees will be up and running with the software in no time. Participants are encouraged to bring questions and examples from work. 15 CPE…

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us taxpayers with foreign accounts exceeding certain thresholds may be required to file Form FinCen114 - FBAR and Form 8938 - also referred to as FATCA
What Must I Know About Reporting Foreign Income?

If you live or work abroad, outside the United States, you generally must file and pay your tax in the same way as people living in the U.S; this includes people with dual citizenship.

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this looks at job costing - as done through QuickBooks Desktop. It looks at the time and place for job costing therein; and why your business should and should not consider it.
QuickBooks Desktop Job Costing: The Beginner’s Cheat Sheet

If you want a version of QuickBooks for service professionals, it shouldn’t be difficult to obtain one because QuickBooks Pro, QuickBooks Premier, QuickBooks Accountant Edition, and QuickBooks Enterprise (all subscription levels) include this feature. Start your digging and delve into the why, the how and the when of QuickBooks Job Costing.

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The insights gained in the teleconference demonstrate Avalara’s continuing commitment to being at the forefront of the, once static, world of Sales Tax. If you are just learning of Sales Tax Nexus, or Wayfair Inc. vs South Dakota, here is a list of previous articles; and a recent webinar we did with Avalara, which you can review at your leisure:
Avalara & Sales Tax Nexus 2019 [UPDATE]

Avalara has been addressing the effects of the Wayfair Inc Supreme Court decision. Read on, to see what updates may affect you and your business.

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All income is taxable unless the law specifically excludes it, but as you might have guessed, there's more to it than that. With that in mind, let's take a closer look at taxable vs. nontaxable income.
Taxable Income: How Do I Determine This? [ANSWERED]

Taxable Income vs Non-Taxable Income constantly takes on a dynamic shape. With a bevy of new legislation in the last few years, determining this is a little more difficult for taxpayers.

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Out Of The Box Technology's creative team can boost your marketing and advertising with a new website, logo design, or digital animations. Your brand quality determines how people perceive your company. Senior graphic and web designer, Jonathan Beres, will walk through just what solutions we offer to help bring your company to the next level. Whether you are starting from scratch with your site and logo, to needing enhancements to your existing platform, we are here to help!
Marketing and Graphic Design Solutions for Your Business

Is it time to give your business a brand refresh? Out Of The Box Technology’s creative team can boost your marketing and advertising with a new website, logo design, or digital animations. Your brand quality determines how people perceive your company. Senior graphic and web designer, Jonathan Beres, will walk through just what solutions we…

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Sometimes numbers can be just too overwhelming for a business owner. How much money is in the bank? How much money do we owe? How many inventory items do we have? How many need to be shipped? The good news is there’s a way to gain control by understanding reporting in QuickBooks, particularly Enhanced Custom Reporting.
A Guide to Custom Reporting in QuickBooks

Sometimes numbers can be just too overwhelming for a business owner. How much money is in the bank? How much money do we owe? How many inventory items do we have? How many need to be shipped? The good news is there’s a way to gain control by understanding reporting in QuickBooks, particularly Enhanced Custom…

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yes, there are ways you can file for a tax filing extension for tax year 2019.
Do I need to file a tax extension? How do I file one?

Tax Extension is a regular occurrence for individual taxpayers, and businesses who are liable to pay business taxes – whether we look at sole proprietors, S Corporations, C Corporations, etc. There are often legitimate reasons to file a tax extension. Read further for the pros, cons, pointers, etc.

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Another successful IFA Convention is on the books. Our team had a fantastic time in Las Vegas catching up with old friends, seeing clients, and making new connections with franchisors. We truly appreciate the relationships we have made over the years as members of IFA and are looking forward to what's to come in 2019! From standardized bookkeeping services and top of the line QuickBooks help to a recurring invoice, payment and collections solution that makes collecting royalties a breeze, Out Of The Box Technology is here for your franchise! Contact us today!
IFA Convention 2019

Another successful IFA Convention is on the books. Our team had a fantastic time in Las Vegas catching up with old friends, seeing clients, and making new connections with franchisors. We truly appreciate the relationships we have made over the years as members of IFA and are looking forward to whas to come in 2019!…

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