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News & Resources

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

SEP IRA’s 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 that’s no surprise to us over at Out of the Box Technology. No surprise because our sister company specializes in small business investment strategies and all things related to wealth maximization. Good to know, right? But not what this article is about.

SEP’s, short for Simplified Employee Pension Plans, are great tools because they benefit both employees AND employers. These plans are available to companies of any size, ideal for small business, and come with tax saving benefits.

In this article, our SmartVestor Pros at Out of the Box Wealth Advisors are going to explain what a SEP is. Additionally, they are going to discuss a few tax saving benefits involving SEP’s. This is valuable information for small business owners who want to maximize their wealth while reducing taxable income. More importantly, this is valuable information for small business owners who want to simultaneously provide more wealth for their employees.

Read on to learn more about SEP IRA’s, tax savings, and how small business owners can take advantage of this win/win retirement strategy.

QuickBooks Online QBO Simple Start Essentials Plus Advanced Savings Save Discounts Less

Save Up to 20% on QuickBooks Online Subscriptions & Subscription Upgrades Through July, 15, 2021

Save Up to 20% on QuickBooks Online Subscriptions & Subscription Upgrades Through July, 15, 2021? YES, You read that correctly!

Everybody loves saving money, right? We enjoy saving our clients money too. As one of Intuit’s Elite QuickBooks Solution Providers, Out of the Box Technology is proud to offer these amazing discounts! But only for a very limited time. After July, 15, 2021, the percentage Intuit allows us to discount will decrease, so upgrade or switch now!

Read on to learn more about the savings we offer.

Upgrade to QuickBooks 2021 Is It Worth the Cost? 2018 Sunset Discontinuation

Upgrade to QuickBooks 2021: Worth the Cost?

Alas, the discontinuation of QuickBooks 2018 is upon us! There is only a little over one month left until Sunset, occurring on May 31st, 2021. As this date draws nearer, many see similar results returned from their QuickBooks searches. Tons of ads and links to pages stating, “Upgrade to QuickBooks 2021.” Then you wonder, “But is it worth the cost?” Most of them will not address this, but we will. They will relay that those who are on QuickBooks 2018 will lose the functionality of connected services and 3rd-party applications. And they are not lying – lot of these connections and features are quite important. Speaking of important features…

Upgrading to QuickBooks 2021 will add new and improved features to your QuickBooks software. You might be thinking, “Out with the old and in with the new!” Right? Well, no, probably not right off of the bat. You are more likely thinking, “But how important are these new features to my business?” And, “Is it worth the Cost to upgrade to QuickBooks 2021?”

We think, “Yes!” But, why? We think it’s a very fair response. There is not enough reasoning out there to address these questions of “why?” That is why this question and more will be answered for you momentarily. We, the experts at Out of the Box Technology, have gathered all of the necessary research you’ll need to make the best decision for your business. We have listed our favorite new and improved features of QuickBooks 21. Then we listed the benefit of each feature. Finally, we described how the feature can help your business and essentially pay for your upgrade.
Oh yeah, and after reading if you are still unsure about which product and version you need check out our QuickBooks Desktop Comparison blog.

So, without further ado, let’s get to brass tacks!

QuickBooks Desktop 2018 Discontinuation

QuickBooks 2018 Discontinuation May 31st – How This Affects You

The QuickBooks 2018 Discontinuation is near! For many seasoned users, we know it is that time of the year. For those of you who have just started using QuickBooks Desktop, you may be wondering what this means to you, especially if you are using version 18 or earlier. Put simply: anyone who is still using version 18 or earlier will lose access to important add-ons, or “connection-required” features, at the end of May 2021. Also, any live support for any inquiries or troubleshooting involving QuickBooks Desktop 2018 or earlier will no longer be available. What does this entail exactly? Read on to learn precisely what services and apps are affected; and how the discontinuation itself affects your support experience.

Top 10 New Features In QuickBooks Desktop 2021

QuickBooks 2021 is all about automation to save time and boost productivity, it will be full of new automation features such as – improvements to bank feeds, creating categorized receipt expense entries using the QuickBooks Desktop Mobile App, automatically sending statements, and more. This article is a compilation of just a few of the awesome new features we wanted to share with you. If you would like a more in-depth demonstration of these features, or if you are more of a visual learner, you can check out our recent webinar recording “What’s new in QuickBooks 2021

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