For those in the middle of year-end, or just about to start, here’s a rundown of important dates to keep in mind – courtesy of our friends at QuickBooks; and other sources (if applicable) you’ll see below.
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.
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!
As a small business owner, making a profit is probably pretty high on your list of priorities. Join Dawn Brolin, our very own VP of Business Development and Compliance, as she discusses the action items that will help lead to increased profitability. Learning Objectives: Understand how standardization of the processes will help...
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.
Out Of The Box Technology is excited to partner with Keap to get your business organized! We first welcomed Keap to our Technology Tuesday line up in October, where audiences were introduced to the exceptional way that the Keap software solution can get your customer database organized. Watch that presentation on-demand now!
As we reflect on the last year here at Out Of The Box Technology, it is humbling to realize all that we have to be thankful for. 2019 was such an impactful year, not only for what we were able to accomplish, but for the people who made an impact on us; our clients, our partners, our colleagues, and our families!
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!
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)
We recently wrapped up another Technology Tuesday. This time, we had one of our own – Jonathan Harvey – giving attendees the new QuickBooks features your business can leverage for greater efficiency, and transparency.
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.
Did you know that Out Of The Box Technology provides hosting services for QuickBooks Desktop software and more! Consider us a “boutique” hosting company.
Keeping your customers and leads organized is essential to growing and running a successful business. From contact management and database segmentation to lead followup and even QuickBooks Online integrations, Keap is the solution to making it easy to do business!
In case you missed it, this past Technology Tuesday was the first, among many future webinars, to offer CPE credits for live attendees. We were graced with our friends from Fishbowl presenting. It, however, wasn’t so much highlighting Fishbowl’s capabilities – which are many.
QuickBooks 2020 is now available and our team is hard at work diving into the new release. From new features, updated functionality, and more, Out Of The Box Technology is your go-to for this new version. Let us navigate the speed bumps and learn how the latest software can be the best fit for your business.