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Need Help?

Get in touch with us and we’ll be happy to help!

Phone:
503.885.0776

 

Toll Free:
888.232.4758

 

Email:
info@ebsassociates.com

 

Headquarters
7150 SW Hampton St. Suite 200
Tigard, OR 97223

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Company

Your Professional Data Service Experts

A Little History

For 30 years, the founders of Out of the Box Technology have been working hard to build a successful business.

1989
ebs Associates Founded

In 1989 ebs Associates, Inc. was founded by Denise Loter-Koch

2010
Out of the Box Technology Founded

Out of the Box Technology was founded by Lisa McCarthy & Andrew Abrams in 2010.

2019
Merger

ebs Associates, Inc. and Out of the Box Technology join forces to form a new company in 2019.

2020
Consolidation

Out of the Box Technology sold Recur360 cloud hosting division to focus on our core products and services in 2020.

2021
Focused Growth

Out of the Box Technology met it's goals and looks forward to its future growth plan of $6 - $10 mm based solely on what it does best.

Who We Serve

Your industry, our accounting expertise.

Contractors

Better manage estimates, customers, vendors, employees, and your bids to ensure streamlined accounting from start to finish.

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HVAC

QuickBooks for Contractors helps you keep your profits in place, develop accurate job costing estimates, enable larger capacity for data, and run critical reports with ease.

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Manufacturing

From ensuring sales orders are fulfilled in a timely, accurate manner, to having the flexibility of pricing rules – we’ve got you covered.

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Nonprofit

Ensuring you have a strong financial foundation is essential to developing a sustainable nonprofit organization.

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Professional Services

Streamlining your accounting infrastructure precedes the success of every professional services business.

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Retail

Successfully running your retail business requires flexibility in your accounting software, so you can effectively manage your cash and your customers.

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What Our Clients Say

For 30 years, the founders of Out of the Box Technology have been working hard to build a successful business.

  • Incredible bookkeeping services

    Cheryl Bitting provides us with professional, efficient and accurate services for our small business. She is regularly available and communicates with us when needed and we always feel like she has a fantastic handle of our books.

  • Much appreciated QuickBooks service

    I want to let you know how much I appreciate working with you. You and Out of the Box Technology are just what we need!

  • Wonderful Recurring Bookkeeping Work

    Sharon was wonderful! She is very patient and I appreciate how she takes the time to explain accounting concepts to help set me up for success.

  • Simply the Best at QuickBooks

    If Sharon ever left me, I’d cry. She makes sense out of messes, is careful about posting, quick to solve problems, delivers on time and teaches you how to read your reports. She is simply the best ever.

  • Exceptional Franchise Bookkeeping

    Laura has been a phenomenal asset to me and my business. Being a brand new franchise business owner, the financial side was all foreign to me. Laura took extra time and care with me through the entire process. She attended more than one meeting with my team so we could go over the numbers together. I truly can’t say enough about how much she has helped me. Jamie, Education Franchisee

  • Valuable Partner to our Franchise System

    Out of the Box Technology has been great with the on boarding our franchisees. The flexibility to handle multiple different types of projects for Color World has been invaluable. They are a lot more than just a bookkeeping service!! They’ve added integration and created our conference app. They’re a great partner for Color World Housepainting!!

  • Franchise Partner we can count on

    “I came into the relationship with Out of the Box kinda through the back door. I entered into the business relationship with Ms Laura serving as my guide to “get things in order” and boy she did just that! She patiently worked with me, as well as working with other folks at the same time, to get my bookkeeping house in order. I would HIGHY recommend her for someone looking for the proper guidance for doing things right from the very beginning.”

  • Bookkeeper that is like family now

    “Maria is an important part of my business team! She knows my franchise accounting system, proactively asks me about transactions, cross references receipts with automatic withdrawals, and seamlessly handles all of my bookkeeping through Quick books. I rarely have to think about this part of my business. My CPA is also very impressed with the quality of the work since it makes his job easier too. Thank you!”

  • Incredible support for my franchise

    Support so good I don’t have to think about it! Maria is an important part of my business team! She knows my franchise accounting system, proactively asks me about transactions, cross references receipts with automatic withdrawals, and seamlessly handles all of my bookkeeping through QuickBooks. I rarely have to think about this part of my business. My CPA is also very impressed with the quality of the work since it makes his job easier too. Thank you!”

  • Franchise Bookkeeping & Consulting for QuickBooks

    Maha has been excellent throughout the period where she has been responsible for the franchise accounts and I have no hesitation in recommending her!

  • Franchise, Bookkeeping

    Sureah is AMAZING to work with for my bookkeeping services. Not only is she on top of everything, she is extremely responsive and helps me when I can’t figure something out (which is more often than I’d like to admit). Did I mention she has the patience of a saint?”

  • Quick help for our franchise

    We can always count on Josh to resolve any problems and with a fast reply. Love OOTB!

  • Franchise, Bookkeeping

    “Laura is the BEST!!!!!!! She stays on top of everything and even remembers things that I forget. lol Kudos to Laura for being the best Bookkeeper.”

  • They pay for themselves

    OOTB has been outstanding to work with. Laura Underwood is a gem! For me, bookkeeping/accounting is my kryptonite. It is THE thing about running a business that drains me more than anything else. Laura and OOTB have taken that burden from me 100%. She understands my business and the intricacies thereof. We stay in constant contact, and I always get answers quickly. I would not hesitate for a minute to recommend OOTB and specifically Laura Underwood. It would be a bargain at twice the price (though that is not an offer to do so 🙂 )

  • QuickBooks training for franchisees

    We originally trained our franchisees how to use QB and found they did not have the time and we did not receive the financial statements. We finally added a requirement in our Franchise Agreement to use OTB to provide full bookkeeping service to all new franchisees for 1 year. Now the Franchisee and Franchise Business Consultant receive the accurate monthly financials by the 15th of each month. If we could do it all over again we would of hired OTB from the beginning.

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