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Tech Tuesday Recap: Best Practices to Maximize Cash Flow

February 4, 2020
Lester San Jose
Uncategorized

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 the equilibrium between “hiring/firing”. While this is an important business aspect, there were others meriting equal attention. Let’s journey, a little, shall we?

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out of the box technology has been selected as a member of the Bob Scott's VAR stars for 2019. This is a group of 100 organizations honored for their accomplishments in the field of midmarket financial software.

Bob Scott’s 2019 VAR Stars Announced!

January 8, 2020
Jennifer
Recent News

 

Out Of The Box Technology has been selected as a member of the Bob Scott’s VAR Stars for 2019, a group of 100 organizations honored for their accomplishments in the field of midmarket financial software.

Members of the VAR Stars were selected based on factors such growth, industry leadership and recognition, and innovation. Selection is not based on revenue and those firms chosen represent a wide range of size and many different software publishers of accounting software.

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top reasons to have out of the box technology as your cloud hosting service provider

Tech Tuesday Recap: Cloud Hosting DIY

December 18, 2019
Lester San Jose
Free Resources, Tips & Tricks

We had the privilege of our Director of IT, Chad, sharing pithy tips and practices for you to resolve encounters on your own – when working in our hosting environment, or others.

Such are handy when time is not a luxury; and you need to get work done immediately. Speaking from experience as a support representative, clients call in to tackle items preventing them from finishing their work at inopportune times.

Additionally, waiting to get in touch with a representative is a factor intensifying the experience. As Chad suggested however, contact us for anything more complex than what he presented. Without any further ado, here are cloud hosting tips to resolve common issues in little to no time!

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Identify 10 places to look for cash flow problems and how to get more out of your business. Calculate how much cash is leaking from your business using a “Find Hidden Cash In Your Business” Strategy. Learn a method of communicating financial issues with your clients that strengthen your position as a “necessary adviser” to their business. SHARE

10 Ways to Supercharge Cash Flow – Everyone Misses #7

November 27, 2019
Jennifer
Free Resources

There is a new kind of adviser in the world.  The one who connects with their clients with more than just numbers.  They really care about the personal, professional, and financial well being of others.  If this is you, then you are today’s adviser.  This course goes beyond the ordinary list of usual suspects in solving cash flow issues, and exposes a unique way to see your business through the eyes of the financials.  Learn 10 ways to improve cash flow with real actionable advice on how to execute with your clients.

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recur360 strieves to be on top of trends in the industry - by testing features to be adopted in later releases

Recur360 Quarterly Updates

November 21, 2019
Jennifer
Free Resources

Our developers have been hard at work on Recur360 these last few months. As we ring in the new year, they are excited to share with you what’s new with Recur360. From general integration updates and minor workflow improvements to our major Bulk Update feature, there is a lot to show you! We will also recap some of our client’s favorite features and the main highlights of our award winning, nationally recognized solution!

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sales and marketing tool from keap will show you how to organize and segment your list of contact, automate setting consultations or appointments and even buld a business card email campaign

The Perfect Customer Lifecycle

October 29, 2019
Jennifer
Free Resources

In this presentation you will get a live look inside of a sales and marketing automation tool, KEAP. You will see how you can start to organize and segment your list of contacts, automate setting consultations or appointments, and even build a business card email campaign to help stay in touch with new contacts. (Yes! There’s a mobile app that can automatically help you follow-up with your new leads)

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dawn brolin talked about fraud detection and prevention during today's technology tuesday. here are some ways you can do the same in QuickBooks Desktp.

Tech Tuesday Recap: Detect & Prevent Accounting Fraud

October 9, 2019
Lester San Jose
Free Resources, Tips & Tricks

What a way to kick off Technology Tuesday for October 2019! This particular Technology Tuesday was met with great anticipation leading up to the presentation; and it didn’t disappoint!

Out Of The Box Technology Executive V.P. of Business Development & Compliance, Dawn Brolin, delivered endless insight. Her pedigree as a Certified Fraud Examiner (CFE) & Certified Public Accountant (CPA) enabled her to deliver technical and contextual insight in a manner attendees were able to understand, and relate to the topic presented. It also enabled the presentation’s smooth, methodical flow of presenting the ABCs of Fraud Detection & Prevention.

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