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SEP IRA’s & Tax Savings – Did You Know?

SEP IRs and tax savings – did you know that there are tax savings strategies involved with Simplified Employee Pension Plans? Out of the Box Wealth Advisors knows it! But thas no surprise to us over at Out of the Box Technology. No surprise because our sister company specializes in small business investment strategies and…

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Tech Tuesday Recap: Best Practices to Maximize Cash Flow

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…

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UDAS for QuickBooks® Desktop Cheat Sheet – Data

Each stage in UDAS (User | Data | Application | System) has many steps. For example, uncovering your QuickBooks User as the root cause can boil down to the individual QuickBooks User, or the Windows user profile. The number of steps often are directly proportional to your computing infrastructurs complexity. Data is no different. The…

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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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