At Out of the Box, we’re always looking for ways to deliver more value to our clients—whether that’s providing smarter bookkeeping solutions, scaling with your business needs, or helping you stay ahead of financial complexities.
That’s why we’re thrilled to share some exciting news: Out of the Box is now officially partnered with Solutions Group Accounting Firm (SGAF)—a nationally respected tax advisory and tax preparation firm based in Orlando, Florida.
This exclusive partnership marks a major step forward in our ability to offer a more complete financial solution for business owners across the country.
Why We Chose Solutions Group Accounting Firm (SGAF)
Solutions Group serves over 4,000 clients across the U.S., backed by a team of 50 employees, including 20 seasoned tax experts. Just like us, SGAF specializes in serving small- to mid-sized businesses and understands the unique challenges that come with running and growing a business.
But what truly stood out—and what makes this partnership so impactful—is SGAF’s proactive approach to tax strategy and advisory services.
Too many CPA firms operate reactively, offering tax prep and compliance services that simply check a box. SGAF takes a different route. Their team is laser-focused on tax planning, mitigation, and long-term advisory support. That means more opportunities for compliant tax savings, more clarity into your business’s financial health, and ultimately, more money staying in your pocket.
What This Means for You
Whether you’re already working with Out of the Box or just exploring our services, this partnership brings a new layer of expertise to your financial toolkit. Here’s what you can expect:
✅ Seamless Tax Referrals
From now on, all tax-related referrals will be directed to SGAF’s dedicated team. No more hunting down a trustworthy CPA or wondering who to call when tax season hits. We’ve vetted the best for you.
✅ Holistic Financial Support
By combining bookkeeping, payroll, QuickBooks services, and now proactive tax strategy, we’re better positioned to support your business from every financial angle.
✅ A Proactive, Year-Round Tax Strategy
SGAF doesn’t wait until the end of the year to talk taxes. Their team works with clients throughout the year to develop smart, customized tax strategies that maximize savings and reduce surprises.
Meet Your Tax Advisory Team at SGAF
We’re proud to introduce two of the key professionals who will be supporting Out of the Box clients through this new collaboration:
-
Robert Crews, CPA – Tax Partner & Chief Operating Officer
-
Brandon Graff – Head of Client Management
These are the trusted experts who will be working closely with our team to ensure a smooth, streamlined experience for every client referred to SGAF.
Ready to Take the Next Step?
If you’re an existing Out of the Box customer and need tax support this year, or if you’re a new client looking for a fully integrated financial services experience, now is the perfect time to connect.
Your bookkeeping and tax needs don’t live in separate silos—and now, neither do we. Together with SGAF, we’re offering a smarter, more proactive, and more powerful approach to your business’s financial future.
Interested in being connected to SGAF? Contact your Out of the Box client manager or reach out here.
Final Thoughts
This partnership is more than just a referral arrangement. It’s a strategic expansion of the value we bring to you. By aligning with a like-minded firm that shares our commitment to service, strategy, and small business success, we’re reinforcing our mission to help your business thrive—on every level.
Stay tuned for more insights, case studies, and resources from SGAF in future newsletters and updates.
As always, thank you for trusting Out of the Box with your business. We’re excited about what’s ahead—and can’t wait to support your growth in even bigger w
