Franchising World Magazine: Lisa McCarthy shares her expertise on the timing of financial training for franchisees.
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We provide small and mid-market companies (including franchises) with the business management tools to run operations more efficiently. Our extensive experience in accounting, inventory management and information technology offers a full suite of custom and turnkey solutions that are flexible, scalable and meet the needs of any company — large or small.
Click on each heading to learn more about what we do:
Out Of The Box Technology is dedicated to being the leading provider of QuickBooks® solutions, training and product support. The needs of our clients are diverse, and our team of experts has the experience and knowledge to help you with all of your QuickBooks needs.
INFORMATION TECHNOLOGY CONSULTING
Wouldn’t it be nice if your “IT guy” also knew about Accounting, Purchasing, Inventory, Warehousing, Customer Relationship Management (CRM), HR and all the other processes and systems of your business? Ours do! So when we design and implement your IT infrastructure, we take a holistic approach to your whole business operation.
Out Of The Box Technology, a member of the International Franchise Association, focuses specifically on the accounting and IT needs of franchisors and their franchisees. We help design the accounting processes, document procedures, implement technology, and provide franchisees with the training and support they need to succeed. We p artner with Franchisors to implement Franchise Management Solutions, business process improvement, and consolidated reporting systems to benchmark franchisee performance
artner with Franchisors to implement Franchise Management Solutions, business process improvement, and consolidated reporting systems to benchmark franchisee performance
FISHBOWL INVENTORY CONSULTING
Small and medium businesses - never do a manual inventory count again. Whether it's ordering, shipping, handling or future forecasting, we can streamline your tracking of goods and materials with our solution that integrates with QuickBooks.
CUSTOMER RELATIONSHIP MANAGEMENT (CRM) CONSULTING
Customer Relationship Management, or CRM, is the means by which a business manages and tracks its customers. With a 100% web-based solution that integrates with QuickBooks your company can capture lost revenue, optimize efficiency and organize business workflow.
Wouldn't it be great if you could work from anywhere you wanted at any time? Using the Internet as your own private network. We provide small- and medium-sized businesses a hosting platform to access your company's applications such as Microsoft Office, QuickBooks, Fishbowl Inventory, Oasis-CRM, Appointmate, B2B Gateway, AvaTax and other 3rd party applications.
Produced by the same people who developed the training materials used by Intuit to certify QuickBooks Professional Advisors, our tools give your employees what they need to successfuly complete their accounting tasks. We have manuals, free webinars, free educational newsletters, web-based, group and one-on-one training available.
Out Of The Box Technology can assist you with the integration between your QuickBooks software, merchant credit card processing, your webstore and other trading partners.
QUICKBOOKS POINT OF SALE CONSULTING
With QuickBooks Point of Sale and your PC, you can easily ring up sales, process credit cards and track inventory and customer in multiple store locations. You can even integrate QuickBooks Point of Sale with your webstore in real-time and your QuickBooks financial data at the end of the day.
BUSINESS INTELLIGENCE DASHBOARDS
Our Dashboards provide Business Intelligence Data for your franchise network, your company, or if you're a CPA - your clients. Our Dashboards help you find and solve problems earlier, forecast future growth and owner earnings potential, plus much more - all with QuickBooks integration.
CUSTOM QUICKBOOKS INTEGRATION
Custom QuickBooks integration with Pervasive Software helps companies get the most out of their data investments through agile and embeddable software and SaaS services for data management, data integration, B2B exchange and analytics.
CORPORATE EMAIL NEWSLETTERS
Effective marketing can be as important to the success of accounting firms as keeping up with the latest tax laws. Are you looking to generate leads, build customer relationships and grow revenue? Start sending relevant, timely, thought-provoking articles to your clients with your firm's customizable branded email newsletter. Sign up for our free newsletter by clicking here.
Out Of The Box Technology is an Intuit Solution Provider, Oasis CRM Platinum Partner, Fishbowl Inventory Value Added Reseller, Microsoft Small Business Specialist, Dell Premier Solution Provider and employs QuickBooks Advanced Certified Pro Advisors, QuickBooks Certified Enterprise and QuickBooks Certified Point of Sale Pro Advisors, Microsoft Certified Systems Engineers among other professional designations.
To summarize, 0ur consulting team will assist in the procurement, installation, setup, configuration, training and support of your QuickBooks®, Customer Relationship Management (CRM), Enterprise Resource Planning (ERP), Point of Sale (POS) or other software package.