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What our clients say

We believe in a culture that starts and ends with people
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Lisa knows her stuff!!

“Lisa is fabulous! I wish I would have met her three years ago when we started the company. She took my intricate QuickBooks problems and solved them with ease. I worked remotely with Lisa and it was a breeze. Lisa knows her stuff! I’m actually kind of disappointed in my CPA because Lisa found some of my items weren’t mapped correctly. I wonder how much money I’ve lost in the last few years because of this – but not anymore! Our business is running much more efficiently thanks to Lisa.”

A Terrific QuickBooks Resource

“Lisa is a terrific resource. I have been working with her for many years; for the first couple of years she helped me get my books in order and taught me how to keep them that way. Now we meet annually to clean up the year’s work and occasionally more frequently for a new or knotty problem. She is always quick to respond and flexible in scheduling. She is friendly and doesn’t talk down to me even though I’m pretty ignorant in accounting matters. She worked with me when I had QuickBooks (and Quicken) on a PC and more recently has helped me make the transition to the (more difficult to use) Mac system. I don’t know what I’d do without her.”

Pain points are no longer an issue for me

“Lisa’s team provided for the highest level of service. I appreciate the professionalism, accuracy, and urgency of the work. Beyond their QuickBooks knowledge, the Out of the Box team is easy to work with and quickly alleviates any pain points you have regarding QuickBooks and your accounting infrastructure.”

QuickBooks issues resolved quickly!

“Out of the Box was my savior! My books were SO screwed up, missing data, and totally inaccurate. My previous bookkeeper had made a disaster. The Out of the Box Technology team was great! They got everything straightened out and we were able to successfully get our taxes done on time. I don’t know what I would have done without them. Highly recommend this awesome team of QuickBooks experts. THANK YOU!”

Highly Recommended for QuickBooks Cleanup

“I worked with Lisa a few times with fixing some problems that were pretty complicated to fix. She was such a delight to work with. She has such a great knowledge of the system, it just amazed me. She was very professional and very easy to work with. I would so highly recommend her to anyone that has questions/problems with their QuickBooks system. Thank you so much, Lisa, for your help!! :)”

Just what my business needed

“Lisa is fabulous! I wish I would have met her three years ago when we started the company. She took my intricate QuickBooks problems and solved them very easily. Lisa really knows QuickBooks through and through. Our business is running much more efficiently thanks to her QuickBooks knowledge, QuickBooks expertise, and breadth of accounting experience.”

Trusted business advisor

“As an out-sourced “partner”, Out of the Box is uniquely considered an integral part of our company core. Having a QuickBooks expert and accounting partner who we trust is key to our business success. We not only trust the Out of the Box team but enjoy working with them. Highly recommend them!”

My QuickBooks problems have been solved thanks to you

“Laura has been a savior. Every unique QuickBooks challenge we encounter as a construction business that we can not solve or find an answer for can be solved with one call to Laura. I can not say enough nice things but Laura’s professionalism, knowledge, and helpfulness. If you have any QuickBooks questions or issues. Call Laura with Out of The Box Technology today!!”

Linh makes QuickBooks easy for me

“Linh impressed me with her quick and professional work and timely follow up on any questions or things needed to get the work done. She was very personable and direct. Her work has been greatly appreciated.”

We now have clean and updated books

“Linh has recently been working for our firm and we have found her to be very knowledgeable in all things QuickBooks, and an incredibly hard worker and dedicated. She’s always looking to improve our account, communicate with us regarding questions or concerns she may have and help in keeping our bookkeeping as clean and up to date as possible. We appreciate all she does.”

Our data file has never looked better

“We worked with Lisa and her team was fantastic! She helped us clean up all of our QuickBooks issues, making our QuickBooks data file beautiful and highly functional. Their ability to ensure our numbers and data were clean was very impressive and has helped us better manage and understand our comprehensive financial picture. I would recommend her to anyone!”

I don’t have to worry about payroll any longer

“Out Of The Box Technology – you are fantastic. Thank you for taking care of my payroll issues with Intuit. While I am ill, this will be one less thing on my mind to worry about. Closing a business has taken so much more time and effort than just selling the business. Thank you for all your assistance. Out Of The Box is a great company and I know you are satisfied when you can assist someone like me to correct errors in filing.”

Expertise and professionalism at Out of the Box Technology

“After much searching, I finally found Connie Harvey thanks to Out of the Box Technology. Connie dove right into my QuickBooks, cleaned it up and found errors going back a couple of years. Her expertise with both QuickBooks and accounting have been a huge blessing for me. Before, tax preparation was a problem because my books always had issues. Now, Connie goes in as needed to maintain my books current and also takes the time to educate me and help me understand my financial reports. It’s a big load off my shoulders. She’s amazing! And Out of the Box has always come through for me. I’m very grateful.”

Just what we’ve been looking for!

“I needed someone highly competent to clean up my books. After my initial call with Out Of The Box Technology I knew they were what I needed. Every step of the way the staff was treating me like I was their only client. I love that! I’ll be using my bookkeeper from Out of the Box Technology forever. Having a trusted QuickBooks partner who really knows what they’re doing has been a life saver. Thank you!”

Out of the Box made my complex business model simple to manage

“Elizabeth was quickly able to help me get my books in order for my first season turning in our LLC’s paperwork for taxes for my husband’s paint contractor business. She has helped me quickly problem solve certain situations that arose from our transition of having had our business records outside of QuickBooks and integrating w/ the business records after QuickBooks/LLC was formed. I love being able to email Elizabeth and setup an Online meeting. At first, I thought that I wouldn’t be comfortable with this type of meeting but now I love it. I actually have a big sense of peace knowing that if I run into problems I can always ask Elizabeth for help. I have a great rapport with her and will wait for her because I love her. I highly recommend Elizabeth at Out of the Box Technology.”

The inventory expertise I’ve been searching for

“I don’t often write reviews but I can tell you this time I am happy to do so. We desperately needed help with our QuickBooks accounting and Inventory management system. we had a mess with legacy files and and old unused accounts. My accountant wanted me to implement a whole new accounting and inventory system that would have cost $40K. Lisa was able to make sense of it all, cleanup, consolidate and reorganize the entire system. I am amazed and ecstatic at the results. My goal for this year was to get my inventory cleaned up and organized. Lisa far exceed that, check that one off the list!!! Thank you Lisa and OOTB.”

More than just accounting, they take care of all aspects of my company

“I initially contacted Out of the Box Technology for help with a QuickBooks upgrade for my law firm. They did a great job, and in the course of conversation I learned that they could also help redesign my firm’s web site. They quoted a very reasonable price, the work was timely and outstanding, and now I have a really sharp looking web site. I am very happy with the service I received, and highly recommend OOTB.”

I was lost in QuickBooks until OOTB stepped in

“QuickBooks Online is completely different than working with QB’s desktop. I still have problems understanding why things happen or what to do mainly in the banking area. I don’t know what I would do without Connie’s help. I have spent several hours on the phone directly with QuickBooks and got no help. I call Connie and she answers and fixes problems immediately. She is amazing.”

QuickBooks software update

“We needed to update our QuickBooks software to the latest version. From the very beginning, Kaylind was all over it. She replied right away, gave me all the information I needed, and when I expressed how expensive our renewal was, she went right back to work on it. Replied right away with a 1200 savings on the renewal. Very smart. Very professional and we really enjoyed working with her. Would recommend her to anyone who needs this type of service. Thanks Kaylind”

QuickBooks help you truly need

“Kaylind is very talented and has a great sense of humor. She is straight forward and no-nonsense. I would recommend her to anybody that uses QuickBooks, even if they don’t believe they need help because she will find better work flows.”

QuickBooks consultant who really care

“Kaylind is never too busy to answer a question or help with a QuickBooks problem. She puts the success of her customers and her teammates above all else. Her commitment, dedication and expertise sets her aside from anyone else I have worked with. My success while working with QuickBooks was in large part to Kaylind. Even if she had a million things on her plate she always made time to not only answer my question but give me the tools to find these answers in the future. She invests in those around her and truly cares about her clients.”

File Cleanup/Data Services

“We ran into some QuickBooks technical problems using our new cloud version of QuickBooks. Some of the issues were payroll related others simply software problems like error messages. Our QuickBooks was also painfully slow. Out of the Box Technology is knowledgeable, professional and extremely helpful. Their QuickBooks services are highly recommended.”

Highest quality consultant for QuickBooks consulting

“What a great representative of your company! Jonathan took the time to answer all of my questions, was very patient me and met me where I was with my technological skills. Very professional and best of all has the personality skills to deal with any age group with compassion. In a world that moves so fast, he slowed down to make sure I totally understood everything before he let me go. I have worked with Out of the Box Technology for years, in large part because of the ongoing top-notch service I received from Jonathan. I am committed. You cant fake caring, he is the real deal. Thanks Jonathan! 5-star rating no question!”

I saved money and time by working with this team

“Jonathan was a tremendous help in saving us time and money when renewing our Quickbooks enterprise software. With his services and partnership in the Master Builders Association, he quickly took on helping us with our renewal for 2018 on short notice. Jonathon met my deadlines, and helped us to evaluate our current QuickBooks services and determine the needs for our company’s continued accounting and growth. Thanks for a great experience Jonathon and we look forward to continuing to do business with you!”

My company is better thanks to you

“A++++ I can’t say enough good things about Jonathan. He helped me and my company find and implement multiple applications including Quickbooks cloud, Fish bowl and more. This was a big change for us, one that I put a lot of thought into, and had been putting off for a long time. Jonathan was there for me and my team every step of the way, and made the whole process run smoothly. There were a few hiccups along the way (less than I expected), but Jonathan handled the whole process with a professional attitude and was able to find a solution for everything that we encountered. In short, I would highly recommend calling Jonathan and his team prior to making any decisions related to your QuickBooks, I did, and he saved me a ton of time/stress, and my company is better off for it!”

Serving all my QuickBooks needs exceptionally well

“Out of the Box has been maintaining our financials for the past year. I believe that without their interest and involvement in our success over the past years, we would not have experienced the success that we currently do. Their team is highly knowledgeable in QuickBooks and has the experience and expertise to serve any and all of your QuickBooks needs. I would highly recommend them!”

Thanks for your help with my QuickBooks upgrade

“We had an older version of QuickBooks Premier and wanted to upgrade. We thought QuickBooks Online was what we should move to but boy that was a mistake. After using it for a few months we realized it didn’t have the features we wanted so we had to make the tough decision to move back to Premier. What a mess. We had no idea what to do! Out Of The Box help us get the software we needed and helped us get our data from QuickBooks Online to Premier. We thought for sure it wouldn’t work but Out Of the Box was great! We now we have our QuickBooks up and running and look forward to working with Out Of The Box anytime we get in trouble with QuickBooks.”

Great hosting solution

“I worked with Josh today to transition to Out of the Box, they will now be hosting our QB. The transition was seamless. Set up was easy (Josh handled everything!). Moving our QB OOTB for hosting has allowed us to use many features we were unable to with Right Networks. RN crippled our productivity with their platform so I am really excited to be a client with OOTB. A couple of months ago, they also helped us with some set up issues pertaining to inventory. We look forward to working with them long term!”

Outstanding experience with inventory, IT and QuickBooks services

“I recently had Out of the Box update my QuickBooks. I always dread any updates as there always seem to be a problem. I am so happy to say that they did my update while I was busy doing my other work. They then contacted me a couple hours later with all 5 of our office computers working correctly. I have never had an update go this smoothly. Every experience I have with Out of the Box from bookkeeping to inventory management and now off site IT help has been outstanding. I feel I do not need any other on site IT personnel. Thank you for all of your help Ann Seat Sack, Inc”

I’ll never do QuickBooks alone again

“We can’t express enough how amazing the team is! These people are the experts after countless calls to Intuit. That said, it was so simple to speak with Kathleen, follow up with a consultation with Lee to see where we are at, and determine a course of action. This ability to help remedy a complicated situation is essential for success and this team helps make it happen. I can’t imagine not working with Out of the Box and I also can’t imagine trying to do this ourselves. There is just too much detail that we don’t want to lose.”

A great bookkeeping asset

“Owning an in-demand, corporate event planning company, we required multiple disciplines from our employees. Jacqueline served as our bookkeeper providing services from implementing QuickBooks Premier to accounts payable to month and year end close. In addition, she was involved with the execution of such high profile events as the Ryder Cup and Detroit’s International Auto Show Charity Preview event. Her level-headed and personable manner combined with her dedication to get the job done on time and to client’s satisfaction made Jacqueline an asset to our team.”

Jacqueline will support you in your QuickBooks

“I came to Jacqueline after only 4 months in a new business where I was responsible for not only keeping the books, but cleaning up the books after getting badly burned by a previous business partner. I felt like my head was under water and Jacqueline threw me the life vest to keep me afloat. She is not only knowledgeable, professional, and highly experienced, but she is patient, kind and nonjudgemental. I can not thank Jacqueline enough for helping me clean the books, answering my questions, guiding me to set up proper workflows for my business and be an overarching support system when it comes to bookkeeping. Thanks to her my books are beautiful, reconciled and running like a well oiled machine!”

Essential part of the growth of our company

“I love my QuickBooks consultant at Out of the Box Technology. She is the bomb and extremely helpful. Her QuickBooks expertise has been essential to the growth of my business and streamlining of my accounting systems. I would highly recommend Out of the Box Technology!”

A bookkeeper who is dedicated to her clients

“Jacqueline was referred to us for bookkeeping and we were fortunate she was! Her dedication and work ethic were 2nd to none. She figured out ways to get things done, including how to use a new property management software system. She did everything for us from invoices to payroll. The best compliment we can give her is that we’d hire her back if she came back to Michigan!”

Trusted bookkeeper

“Jackie was wonderful. I have a conservator court report due annually. She helped me to clean up my books, set up my accounts and create the financial reports that I need for the court. I would not have been able to get through this without her help. I did not know QB. I took tutorials online and Webinars but still was confused about my estate accounting which is not a business. QB is set up for Business. Patient, Kind, Professional, Knowledgeable, and Great Customer Service. She helped me figure out my chart of accounts. She helped me create rules and assign vendors to my checks that did not import with pay to from my online banking. Thank you, Jacqui, Because of you maybe my parents can have the life that they deserve and I can keep the home with me and continue caregiving for them instead of placing them in a nursing home. It is not bad for some and a great alternative but not for us at this time! Thank you, Jackie, for keeping our family together! You are doing God’s work!”

File Cleanup

“She quickly found and corrected my issues with QuickBooks and then made the necessary changes allowing me to continue to work on my records. At the same time, taught me how better use QuickBooks. Highly recommend Jacqueline to be your support for QuickBooks”

Your patience made learning QuickBooks a breeze

“Jacqueline came out to help us with some QuickBooks training and a few problems we were having. I am new to quick-books software so I needed some help with a few of the basics as well as the more complex aspects of QB. She made it really easy to learn and was great at guiding me along. We worked at a very comfortable pace. One thing that really stuck out was how patient Jacqueline was. She really took the time to explain the reasoning behind why data should be entered in a particular way. She provided some good examples and ‘what if’ scenarios. Overall if was a great experience. We look forward to having her come out again to help with cleaning up our inventory and reconciling. I would highly recommend Out of the Box Technology!”

My QuickBooks go-to guy

“Jonathan is one of my “go to” partners for all things QuickBooks. I go to Jonathan because I know I’ll always get the full story whether good or bad. His QuickBooks expertis, transparency and willingness to find the right solution for me and my clients is something I greatly value. He is also just a genuinely good person. I would recommend him to anyone.”

They made my QuickBooks payroll simple

“There was one QuickBooks payroll issue I just couldn’t get past. It was a constant irritation for me so i decided (finally) to get help for it. I called a few pro advisors on the list. Someone at Out of the Box actually answered the phone! I was scheduled with a QuickBooks consultant and within a half hour she showed me the fix. So happy to have that past me. Thanks out of the box! I’d highly recommend. Looking forward to working with Out of the Box Technology and the whole team moving forward!”

Streamline your QuickBooks with Out of the Box

“My Out of the Box Technology QuickBooks consultant is so wonderful. And if she isn’t available there is a great team on staff to help me at a moments notice. The Out of the Box team has helped me cultivate a streamlined QuickBooks accounting infrastructure that is truly the foundation of my business and the financial undercurrent that keeps my business functional. Their QuickBooks knowledge and expertise is unmatched. I would definitely recommend their services and will continue to utilize them moving forward. Thank you Out Of The Box!!!”

Product Sales

“Donna and the team at Out of the Box Technology are very professional and make the tedious task of installing and tweaking new software a breeze. They also go above and beyond making setup suggestions and massaging other areas of our computers to bring them up to optimum speed. I will look forward to working with them again.”

Consulting

“Our systems were down. We could not use QB properly in multi-user mode. We called Out of the Box Technology and they quickly got to the bottom of it all. Our server was on the brink of extinction. Rather than investing in a whole new infrastructure, they migrated us to their QuickBooks hosting and we were up and running! No more dealing with our own server issues and worrying about multi-user working. Then, we worked with one of their consultants on how we actually used QuickBooks, and we realized we were doing everything backwards and we learned there was a better way to manage our inventory and reporting. THANK YOU!!! We are so glad we made the call.

Looking forward to our next QuickBooks meeting

“My QuickBooks consultant with Out of the Box Consultant has been great to work with and has done an amazing job fixing and updating my company’s financials. She is thorough, professional, responsive, and easy to communicate with. She is a true professional and I hope to work with her for a long time!”

Knowledgeable staff, great to work with

“Out of the Box Technology is excellent when it comes to QuickBooks and accounting: technical, highly responsive, and incredibly knowledgeable. They deliver high quality service with reasonable fees and a fantastic client experience. They set up an accounting system for us that allows us to manage our business both daily and strategically profitability. Our team looks forward to working with Out of the Box moving forward!”

The QuickBooks solution I’ve been hoping for

“Jacqueline was absolutely great to work with! She was able to go through each problem and quickly solve my problem and answer my questions. This was the answer I was seeking and working with Jacqueline was a bonus!”

Cleaned up my mess in QuickBooks

“I highly recommend Out of the Box Technology! If you have a messy QuickBooks file and need someone to help you clean it up, Out of the Box Technology is the best choice. Jacqueline is extremely experienced in clean-up & bookkeeping. She understand the problems and know how to fix them fast and efficient. What’s more, she is very easygoing, responsible and helpful. After she committed to the job, you don’t need to worry a thing. She offers remote working but communication is still very easy. It’s very convenient and cost-effective. She has excellent computer skills and always give you clear instruction when you need to work together. She will also work extremely hard to meet expectation or deadline. In conclusion, she is perfect choice for bookkeeper. You won’t regret choosing her.”

Denise made my end of the year accounting easy and flawless

“I called Denise Loter, with Out of the Box Technology, when I was preparing the final bookwork for a family-owned business, which I closed (after many years in operation) before year-end. Denise was extremely knowledgeable, proficient, and understanding. She helped me close the books on this chapter of our lives with much less difficulty than I had anticipated. I was able to turn everything over to the accountant with confidence, knowing the QuickBooks file was thorough and correct. I highly recommend Denise and her staff. I’m so glad I made that call!”

Thank you for quickly cleaning up my QuickBooks

“I am so happy with the work that Out of the Box Technology has done for me. My books were a mess and there was no way I could dig myself out on my own. The team is very professional and knowledgeable. They even were able to recommend some other products that will make my business run even smoother! Thank you so much! Highly recommended!”

Instrumental accounting partner in my business now

“Denise has been key to the management and close out to the family estate. I have also worked with her for 6 years in business and found her to be an asset to our success. I highly recommend her company for any person or business who is looking for a high degree of knowlege and experience to make him/her/company successful”

Customized solutions for my business

“Denise Loter and Out of the Box Technology are able to customize QuickBooks into a company specific accounting program. Needed financial analysis and reports vary by industry. Out of the Box Technology provides our company with the information we need to be sucessful in our industry. We would recommend Denise Loter and Out of the Box Technology without reservation, they are an integral part of our team and continued sucess.”

QuickBooks training was out of this world!

“Denise is wonderful at training on QuickBooks. Very knowledgable, patient, professional. I just loved training with her she made it fun if you can believe that. I strongly recommend her to anyone that has her needs for QuickBooks.”

Corrupt data file no more after working with Out of the Box Technology

“We found a QuickBooks desktop ProAdvisor via a web search. We worked with Jack Jones of OOTB Technology on a QuickBooks corrupted memorized transaction. I was contacted within 24 hours and Jack was reviewing the error report with 48 (on the weekend). Jack helped us walk through a secure rebuild of our corrupted data file and was back up running within a half hour of remote access. Jack was very efficient in time management and came across very professional. We would use Jack and OTB Technology again without question, our new go to team.”

A QuickBooks consultant that truly cares

“Just when I was about to give up finding a business that cared about helping me run my business I found Donna. Out of the Box not only is competant, prepared and experienced, but, they have compassion to solve my systems and accounting issues. I have found them a refreshing drink in a desert of business solutions. I will absolutely continue to use them for many additional future projects. Kindly, Daniel Larson Member, 3 Builds LLC”

Mary was a life saver when our software crashed

“We had a computer crash & software upgrade issues. Out of The Box was a lifesaver. Mary was so kind, knowledgeable & patient. Thanks to her I now can sleep at night. I have already recommended Out of The Box to a friend. What a blessing to have found this service. I highly recommend Mary and her team and look forward to continuing to work with them moving forward!”

Better your business with Out of the Box Technology

“Thanks So Much Denise for all the help with my business, you have really shown me how to use QuickBooks to better run and grow my Business! I also have enjoyed the continuing education at your learning center in addition to our one on one appointments! I would Strongly recommend Denise and her Out of the Box Technology team to anyone looking to better there business! Denise and her team are always available and have taken a ton off my plate! Thanks Denise, see you next week!”

Finally got a handle on our QuickBooks

“Our company was expanding rapidly and we needed to get a better handle on our records. The owner and I attended a QB Enterprise class in 2012. We were so excited to learn what we could do. Since then we have cleaned up our chart of accounts, moved payroll in-house, started job-costing – to name a few! I am extremely pleased with the service and assistance we have received in our journey to “get a handle on our records”. I look forward to our continued business relationship.”

Denise brought my company and my accounting into the 21st century

“I own a small business and I’d been using a simple and it turns out, pretty ineffective, accounting method. Denise helped me get into the 21st Century with QuickBooks and Intuit! I have little accounting abilities but she patiently convinced me I could learn what turned out to be simple procedures used repeatedly to turn me in to the financial manager of my business. I learned first in her QuickBooks classes and then in person sessions where she encouraging me and helped me incorporate reports. Thanks Denise, I can now see a clear financial picture of where I’ve been and where I’m going.”

Bookkeeping

“My Out of the Box Technology Quickbooks consultants’ knowledge has freed me up to focus on revenue generating activities for our company. Her flexibility and personal style are very compatible with our dynamic business in a challenging marketplace.”

QuickBooks challenges SOLVED with Out of the Box Technology

“I was very impressed with Out of the Box Technology, I got the help I needed, the price was fair and I loved my QuickBooks consultant – I will certainly work with the Out of the Box team again when I run into a QuickBooks challenge that I can’t figure out. thank you again for the great service.”

Consulting/File Cleanup

“The QuickBooks experts and accounting consultants at Out of the Box Technology are the best I’ve worked with in all my years of business. They are so knowledgeable and professional not only when it comes to QuickBooks, but accounting and finance as it relates to the business as a whole”

Addressed and solved my QuickBooks issues in terms I could comprehend!

“My business was a mess in terms of the books. My QuickBooks consultant from OOTB not only helped me get things in order, but trained me how to keep it that way from now on! She was professional, helpful, and spoke to me in terms I could understand. Highly recommend OOTB!!”

Bookkeeping/Consulting

“The QuickBooks consultant we worked with at Out of the Box Technology was wonderful. I thought it was impossible to to un-tangle my mess, she jumped right in and started fixing my QuickBooks file and cleaning up my books to get my QuickBooks working and functional. Very easy to work with.”

Timely and accurate data conversions with Out of the Box Technology

“I reached out to Out of the Box Technology because of a botched QuickBooks data conversion that another company performed. The team at Out of the Box Technology gave me an estimate of how long the process would take and provided me with updates as events happened. They ended up completing the process before the date on the initial estimate, and my books were perfect when they returned them. I never want to go through a software conversion again, but if I do, Out of the Box Technology will perform the work.”

Consulting/Data Services

“Our QuickBooks consultant tremendously helped us with our IT and QuickBooks issues. She was very kind, punctual and fast, and specifically helped us with QuickBooks book cleanup. We will definitely work with her again.”

High level of client service and QuickBooks solution provider

“The whole Out of the Box team was extremely responsive and quick to solve a problem when needed. Couldn’t be happier with the level of client-service and the solutions provided!!”

Huge value add for our company

“Out of the Box Technology has provided a valuable service by straightening out our accounts and streamlining our bookkeeping process. Our industry is not standardized; therefore, there was a learning curve in addition to the account clean up. But we now have data that we can count on including weekly reports from which we pay bills, monitor receivables and payables, and account detail by client. With the unique business requirements now understood, we are building the foundation for growing our business. Diane Dearing is so responsive, professional and has an incredible attitude. Thank you!”

So pleased with our QuickBooks consultant

“I could not be more pleased with the accounting, QuickBooks, and consulting professionalism and competency of the Out Of The Box Technology team. From the first person I spoke to when I reached out for help cleaning up my books, to the dedicated consultant I worked with throughout the process, I can’t believe I didn’t call sooner. My consultant spoke to me in terms I could understand and never made me feel lost. My books are in order and I have been trained to keep them that way from now on. I would highly recommend Out Of The Box Technology to anyone who has a small business and needs a little guidance, training or support.”

Made our processes streamlined and efficient

“Out of the Box got us up and running with our QuickBooks accounting ecosystem. They made good suggestions and is knowledgeable about our industry. They were extremely helpful in helping us become more efficient with our time and processes.”

Made the switch to QuickBooks super easy for us

“My company switched over to QuickBooks Premier in March of last year. Lucky for us, we chose Out of the Box Technology to assist us with the conversion from a old version of Peachtree Complete Accounting. We were especially concerned about transferring our inventory data. OTB Tech handled the entire process seamlessly, and I would highly recommend them for anyone who might be looking for assistance with a QuickBooks installation, or any issues with the software in general.”

Bookkeeping help we can depend on

“Extremely helpful in addressing some bookkeeping issues as well as helping to “clean up” some accounts and the way we track our activity. Sending a person to our office to do the work is extremely beneficial for hands-on support and building a partnership in-person.”

Converting my QuickBooks with Out of the Box Technology

“I approached Out of the Box Technology to work on my QuickBooks conversion as I could not get my information transferred from my old desktop software to QBO. Their service was timely, and they were diligent in both explaining what they were doing, as well as performing the necessary tasks in a timely fashion. I highly recommend them for your QuickBooks needs.”

Impressed with the expertise at Out of the Box Technology

“Thank goodness I found them!!! Several things were in play when I found Out of the Box; 1) I was new to the industry/company that I am working for, 2) We were switching to a new operational/transactional software system that would integrate with QB Enterprise, and 3) the owner decided to do this with a mid-month date. Now normally I wouldn’t tell you all this, but you have to know the level of frustration, nervousness, and feelings of “I am doomed to fail” that I had going on. Lisa guided me through the integration fabulously. Richard helped me import all my old data and everything on the QB’s side has been so easy since. I cannot tell you enough how much they helped me through this. We have a unique company with specific workarounds that we are having to create in the new operational software so having an easy accounting software has been tremendous. Also having Out of the Box to help me every step made my stress level so much better. Hope I didn’t ramble on and on, but I wanted everyone know how great they were!”

Far exceeded my expectations

“Out of the Box Technology was incredibly helpful and knowledgeable! Needing assistance with QuickBooks setup, guidance, and backup in setting up a new company, their expertise and responsiveness to my requirements were above and beyond!”

I now feel confident about QuickBooks after working with Vicki

Vicki really helped me clean up my sloppy QBO. She worked with me to undo a number of incorrect transactions and showed me where to identify errors by reviewing reports and working backwards. She made an effort to “teach” not “do.” I feel confident to handle my own book keeping going forward based on the skills Vicki taught me.

I learn something new about QuickBooks everytime!

“I am trained in QuickBooks however questions continue to come up. Vicki responds in a timely manner and then doesn’t just fix the problem for me but teaches me what she is doing so I can accomplish it next time. Recently I was doing tax preparation for a company where the books had not been updated for several months. Through all the problems, her accounting expertise allowed us to do the cleanup and of course how to correctly identify classification next time. Every time I work with Vicki I learn something. When I’m ready to give up on a problem she will show me a different path to finding the information. She is a great cheerleader for her customers abilities and her knowledge of accounting and taxes are indispensable to me. I am a better bookkeeper because of her! Thank you Vicki and thank you OOTB!”

Diane helped me get QuickBooks data I can count on

“Out of the Box Technology has provided a valuable service by straightening out our accounts and streamlining our bookkeeping process. Our industry is not standardized; therefore, there was a learning curve in addition to the account clean up. But we now have data that we can count on including weekly reports from which we pay bills, monitor receivables and payables, and account detail by client. With the unique business requirements now understood, we are building the foundation for growing our business. Diane Dearing is so responsive, professional and has an incredible attitude. Thank you!”

Vicki is a lifesaver when it comes to QuickBooks

“Vicki is AMAZING!!!! She came in and fixed everything that our last Accountant messed up. She went through our books completely and found things that haven’t been done properly in years. She continues to assist me with training and anything I need. She is always available same day. I always enjoy talking to her and working with her.”

White Glove client experience!

“I needed someone competent to clean up my books. After my initial call with Out Of The Box Technology I knew they were what I needed. Every step of the way the staff was treating me like I was their only client. I love that! I’ll be using my bookkeeper from out of the Box Technology for ever. Thank you!”

Accounting/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.”

Best bookkeeper in the business!

“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.”

OOTB provided so much relief from my QuickBooks struggles

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 gurus at Out of the Box Technology

“They keep me sane! Very grateful to have found them and to have them in my little small business orbit…”

Helped make QuickBooks easy for me

“Out of the Box Technology does a great job for us. Their team is friendly, very competent, and does work with great care and completeness. They are great at explaining things so that I understand. I’m so happy that we found them. Highly recommended!”

Adrienne is a great problem solver of our QuickBooks dilemmas

“We work with Adrienne, she is great. Very responsive and quick to solve a problem when needed. Couldn’t be happier with her and the services provided!!”

Highest recommendation for Vicki and the OOTB team

“Very pleased with Vicki’s services!!! She is personable, reliable, knowledgeable and overall a pleasure to work with. She helped us get our QuickBooks for our new small business taken care of after a few failed attempts from others claiming to be QuickBooks experts. She was extremely patient in training me, as I am new to this, and I never felt overwhelmed because of her. Vicki really knows the ins and outs of quick books and I would highly recommend her!”

Lifelong QuickBooks partner now

“Vicki has been working on the books for several of my company’s now for the past few months, and she’s by far the most knowledgeable and time conscious bookkeeper I’ve ever used.”

Helped me save money on my QuickBooks!

“Out of the Box saved us over $1800.00 making sure we didn’t get unnnecessary additions that Intuit was going to renew us for. Thank you for the help and being on top of everything. When renewing our license for the year Intuit added on many services we do not use or need. This made the yearly cost over $1800.00 more that what we needed. Out of the Box caught this and contacted us changing the cost to our Company. We are very appreciative!!!”

Beyond Impressed!

“I am so impressed with the service that we received and the time frame in which the work was completed. We had 13 years of information summarized and transferred into a brand new file, due to an un-fixable corruption. Lynda worked long hours, and did not hesitate to take an after business hours phone call. She was very easy to talk to, and knew exactly what she was doing to give us the results we were after. We couldn’t be happier with the new file! I will not hesitate to reach out if we have any problems or questions in the future. I will be happily recommending OOTB to anyone who asks!”

Turned our QuickBooks struggles into a success story!

“Yes, help is the key word here. We had negative inventory, incorrect values, and totally messed up processes. After working with Out Of the Box Technology, we re-engineered our processes, fixed our QB inventory setup and now we have accurate financials. Soooo happy. Thank you!”

Customized service from a one of a kind firm

“We have received a call from Out of the Box to receive a discount on our renewal for QuickBooks. They work with Intuit for reselling. You will get a better price from this company than you will get from any other company who sells Intuit products. They can also design custom reports if you can’t find them in your QuickBooks. They are so very king and helpful in explaining what your options are. You can’t go wrong with Out of the Box!!!”

Thank you Out of the Box for showing me the way in QuickBooks

“I love Out of the Box Technology! I’m computer literate, but had no accounting experience. I bought Quickbooks to do bookkeeping and payroll, and found myself completely in over my head. OTB saved me!”

Extremely knowledgeable about QuickBooks products

“My consultant is a pleasure to work with. Her in depth knowledge of the product was very impressive and she thought of ways to transition our data from an old version of QB to a new version.”

Provided training and guidance on tax prep and continued QuickBooks support

“My consultant is a great teacher and an excellent coach. He explains bookkeeping and tax issues in ways that are easy to understand and implement. We use him on an ongoing basis and whenever we have any QuickBooks or tax questions. He’s responsive and to the point. I highly recommend Out of the Box Technology!”

Don’t know where I would be without Out of the Box Technology

“Out of the Box got us up and running with our Quickbooks accounting. They made good suggestions and is knowledgeable about our industry. They were extremely helpful in helping us become more efficient with our time and processes.”

Provided great resolution to our QuickBooks Payroll issues

“We ran into some technical problems using our new cloud version of QB. Some of the issues were payroll related others simply software problems like error messages. Our QB was also painfully slow. Out of the box is knowledgeable, professional and extremely helpful. Their services are highly recommended.”

QuickBooks payroll issues no more!

“Out Of The Box Technology – you are fantastic. Thank you for taking care of my payroll issues with Intuit. While I am ill, this will be one less thing on my mind to worry about. Closing a business has taken so much more time and effort than just selling the business. Thank you for all your assistance. Out Of The Box is a great company and I know you are satisfied when you can assist someone like me to correct errors in filing.”

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