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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
Kim has been an excellent asset in taking over the running of our QuickBooks and helping us get things in order. Our company went through a software change that caused almost every payment to be duplicated and she was instrumental in clearing up all the issues caused by that switch. We really appreciate Kim and all of her hard work.
Jacqueline is AWESOME! As a new business owner, she was very helpful in providing insightful advice/coaching on how to properly handle my books. She was also easy to work with and mostly importantly, easy to understand. I would 1000% recommend her to any new or existing business owner that is looking to get a better understanding of how to handle their business finances properly.
Out of the Box Technology is amazing, and Lisa was an absolute godsend for me. I wish I had crossed paths with her and OOTB technologies years ago. She very quickly walked me through, with great respect, I might add, small changes that made huge impacts in our financial information. We run a small business with 17 employees. I came to work for my husband after his bookkeeper started paying her bills out of his business account. I was shown how to enter and pay bills and given the job. We have never really utilized QB the correct way nor the way it was intended. Each session with Lisa is enlightening, educational, and enjoyable. I have felt a huge sense of relief working with Lisa. She has unraveled the mistakes I’ve made in our chart of accounts, the way we’ve tracked our customer deposits and accounts in QB . After, our second session with her, I told her I loved her! Her goal she explained right up front was for us to have a tidy accounting system, real time financial reporting, at year-end the ability to provide our CPA with the necessary information to simply execute our tax return and not spend unnecessary forensic hours deciphering where we are financially. Also, after our training and streamlining of accounts was complete Lisa said she would be a phone call or email away for any questions that might come up. She truly is a business partner and for that I am grateful. She is kind, incredibly knowledgeable, patient, and just wonderful. I recommend her and OOTB whole-heartedly. Lisa has absolutely exceeded my expectations!
I am glad to have the opportunity to work with Mary. She’s very knowledgeable and takes time in explaining the reasons why we have some of the issues we’re having in QuickBooks. She is also great with sharing best practices. In short, she’s a five star consultant. Thank you and Mary for great service.
Mary has been incredible. We are very lucky to have her as our consultant. We are in the middle of transferring our data and inventory values to a new ERP system and her knowledge and professionalism has been invaluable. Thank you, Mary!
Thank you so much! I really enjoyed the session this morning – you are an amazing trainer and wealth of knowledge. I feel very fortunate to have you in our corner! If you ever need a client reference, please keep me in mind. I’d be honored to write a recommendation for you.
Vicki has been wonderful to work with! She is so proficient in QuickBooks and saved me so much time getting my books correct for my CPA. It was easy to make an appointment with her, and she was very accommodating to my schedule. I would definitely recommend working with her!
Donna was great. Very honest, open, and wanted what’s best for our business. She is very knowledgeable about what we want and what would work best for our situation.
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.
Cheryl did an amazing job with all of our 1099s. She made the process super east and very thorough.
Terri is professional, extremely responsive. She is easy to work with, knowledgeable, and offers great advice. It is an absolute pleasure to work with Terri!
I had a great experience with Out of the Box and our tax filings. Would definitely recommend!
Donna was absolutely a delight to work with and resolved our problem with QuickBooks billing right away. Out of the Box Technology saves us money and time every single month. I am so glad they are a part of our team.
Cheryl was fantastic getting my books in order. She and her team diligently dealt with a QuickBooks glitch that wreaked havoc in my Q4 books. She got it sorted out and all looks great. Cheryl has been an excellent communicator as well, always telling me where things are at in the process.
Vicki has been very great in optimizing my QuickBooks account. She has been very responsive and able to problem solve various issues I ran into while working with QuickBooks.
Donna was very accommodating and calming as I was in my panic mode. She assured me that she would be there to help If I ran into problems with my quick books installation.
Vicki is very easy to get in contact with. We expected to wait at least a few days but she got us on the calendar the same day. She knows her stuff and solved all of our problems very quickly. She also does a great job explaining how to fix your mistakes so you won’t make them again. She has saved us several times and we would highly recommend her.
Connie was very helpful. She showed us what needed to be changed and helped us clean up a lot of accounts. We are thrilled!
Tracy Evans is phenomenal. She is always quick to answer my questions, and willing to walk me through stuff that I didn’t know before. She is talented at her job!
Terri is so great to work with! My accountant was even blown away with her bookkeeping with our accounts. So if he’s happy I’m happy! Seriously, it’s always a joy to speak with her. She always asks about my kids and really makes me feel a personal connection. She really cares.
My company was experiencing an issue with sending payroll for nearly a month. We spent countless hours on the phone with Intuit, and doing research trying to troubleshoot the issue, to no avail. I called Out of the Box, which is not even our provider, in the afternoon of 2/21/2022, and they had the issue fixed by mid morning on 2/22/2022. Excellent customer service, and extremely nice staff, and I will definitely make a recommendation to the higher ups at my company to use Out of the box as our service provider going forward, and will recommend them to anyone else looking for a provider.
Cheryl has been fabulous to work with. She is always on top of our reconciliations and answers questions right away. We really enjoy working with her.
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!
We enjoy working with Vicki! She has been helpful in getting everything initially set up and running, and was patient enough to work with us even though we were very new at this. Having her to refer to is so helpful and she definitely knows her stuff!
Cheryl is really great to work with, clear communication, some how makes bookkeeping not so dreadful. Overall we really enjoy our experience working with Cheryl and OOTB.
We converted from desktop to Online and needed some help cleaning up. Vicki listened to what we needed, fixed what needed fixed and showed me some great aids to help run the business smoother. Glad to know she’s a email or phone call away now!
Diane is very thorough and knowledgeable. Working with our books can be quite challenging sometimes but Diane handles it like it’s easy. She is a pro and is very patient with us when we need to be educated on the things that we don’t understand. If there is a charge on our bank statement that seems unusual or questionable, Diane will flag it. She catches everything and we really appreciate that. We’ve been through several bookkeepers and once we started working with Diane we knew we would not be going anywhere else. She responds quickly to emails and any questions we may have. She has been doing a tremendous job and we really appreciate her.
Out of the Box Technology is great. Everyone is so responsive and a pleasure to work with. I have worked closely with Deion for a couple of years getting some very messy books cleaned up and she’s always knowledgeable and patient with whatever we run into!
Vicki and Lee are awesome! We appreciate all Out of the Box Technology does, and how diligently they work on our project.
Laura is always available to answer my million questions, and always makes sure I understand the answers. I always jokingly tell her that the check I write to OOTB is the easiest money I spend every month. Couldn’t be happier with the service I get from OOTB and especially Laura!
Donna listened intently to understand our requirements. She got us an appointment with Deion the next day who helped us through our upgrade and solved a major issue in batching files. Top notch, professional treatment. Well worth our investment!
I cherish OOTB, and continue to be amazed by the job you all do – really. I’ve handled business for a long time and can tell a great team from a good team from an average time. You’re all great. Jennifer and Teresa informed me of my impending hand-off. I’m comfortable with that, except that I want to communicate categorically that Jennifer is amazing. Whether workloads are positive or negative right now – the efforts put into my file, and the LIMITLESS goodwill I have received from you, Jennifer – they are exactly what professionalism means to me.
Cheryl has been great in helping with a nationwide QuickBooks problem that we found. I can’t do it without her!!
Donna has been very helpful and knowledgeable of the product. Look forward to doing business with the group if they are all this way.
Vicki is knowledgeable in QuickBooks along with accounting principles. She has outstanding organization, excellent communication skills, good eye for detail, and a flexible schedule. She will organize all your accounts and you will understand all the new easier procedures.
Terri was awesome. She clearly understand the numbers, business and most importantly, she took the time and patience to teach me and made sure I understood my own numbers. Nobody had done this before, with me, I feel so much confidence in what and how to organize, control and manage my numbers. Highly recommended!
Donna made a complicated task seam easy. She was able to connect with the “Out of the Box” team to quickly take care of our needs
Donna has been incredibly helpful in this transition and I appreciate her so much!! Thank you for your expertise, time and for assisting us in upgrading to Enterprise!
Mary Hunter and Jessica are an ABSOLUTE pleasure to work with!!! From the start of working with Out of the Box, it has been great. My books were a mess and I was very nervous on how I was going to get everything in order and put back together. Mary and Jessica had everything handled with EXCELLENT organization, timeliness, and had my books all put together with ease. I would highly suggest using them! I will continue to use Out of the Box for my accounting needs. I can 100% concentrate on selling my products now, and not worry about my accounting because of Out of the Box! THANK YOU Mary and Jessica, for helping me keep my business and being a pleasure to work with at the same time!
First, Connie is a real rock star. She handled EVERYTHING that I threw at her with ease and a comfortability that many many people do not have. She did not doubt herself one time which in turn made me feel so good. She knows exactly what to do because she listened and got right to work! She is the reason why I will come back to your company every time we have an issue! Thank you for connecting me with her!
I have been extremely happy with the customer service we have received to date, also the service is so much faster than our previous host. We have had no down time and its been an awesome experience !!!
Diane is amazing to work with and a tremendous asset to our portfolio, we can’t say enough good things
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.
I have had a really positive experience working with Vicki. She is really on top of things! She makes sure everything is organized, categorized correctly and delivers any questions or reports on time. She is honest in her opinions and very helpful when making business decisions. Above all, she is super friendly and makes bookkeeping a positive task (if that is even possible! ha) Must be her southern charm!
I wanted to personally take the time to thank you for all your hard work completing the file in such a timely manner. I look forward to the opportunity to working with you in the future. I know the crunching of numbers can be a grueling and mentally exhausting task so I wanted to assure you that your hard work did not go unnoticed. Thank you again!
One of the first conversations I had with was Donna Tenbusch, who helped to make the transition to QuickBooks from our other software virtually effortless. She has continued to offer outstanding and personal service. We’ve truly appreciated her follow-up and attention to detail, and shepherding us through whatever small service issues we’ve encountered – including acquiring another company earlier this year. I didn’t want to close our project without thanking and showing appreciation to and for Donna, and all that she’s done on our behalf. Congratulations on having such a fine representative of your company on your staff.
Deion has been extremely professional and helpful in cleaning up our books quickly and efficiently so that we were able to get approved for another property! We could not be happier with her expertise and advice on managing our books, and we look forward to continuing our work with her in the future! 5 stars is not enough! Thank you Deion!
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.
Deion has been very helpful in bringing my books up to date and cleaning up the books. I do appreciate the ability to watch live on the screen while Deion corrects errors. For me to see the process live helps to avoid repeats of my mistakes. Deion provides an overall guidance on how I, as an owner, can be better using the software. Thank you.
Donna Tenbusch is the best I know I can reach out to her and she will call me back or email if she is busy. I was having issues Donna looked into it with me and helped me out the same day.
Vicki Newton is helpful, and quick and easy to communicate with. I’d recommend her to colleagues. Nice to have someone on tap anytime we have an issue that needs training or doing for us.
It’s been an absolute pleasure working with Kimberly! She has been instrumental in making sure that I am up to date with our mutual client’s communications/activities.
Ross is the most knowledgeable tech we have found in our 15 years of business in regards to Intuit POS software. There was not a single problem or question he could not solve or answer. We will be using Ross for all future POS issues for certain. Because he knew his stuff, the sessions were super efficient, which saved time and money.
“Mary was absolutely fantastic. She is so knowledgeable and was able to not only help me fix our 2020 books but ensure we would be set up for success in 2021. She taught me how to make sure our books are perfect moving forward.”
“Doug was a huge help. He not only cleaned up my QuickBooks, which was off by thousands of dollars, but he also showed me how to keep the issue from happening again. Above all else, he helped me find the right QuickBooks subscription that meets my needs without the extra. His advice and guidance are saving me almost $500 this year. Thanks, Doug!”
“Doug helped us reorganize and clean up our books, a process that had been taking us weeks, in just under an hour. Doug was more than capable of answering any questions we had and was very kind throughout the process. He also did a great job of explaining why he was doing what he was doing, instead of just expecting us to follow along. We highly recommend Doug to anyone in need of accounting and bookkeeping guidance.”
“I have struggled for MONTHS trying to figure out how to save time by downloading statements from the bank and credit cards into QB. Doug saved me in just a couple of sessions. He was easy to work with and available. Really appreciated his help”
“Doug & Vicki were life savers! I had really made a mess for myself & just had to get back on track so my accountant could properly help me. Their help was invaluable, worth every penny. They were prompt, extremely knowledgeable & took care of my requests in record time in my opinion. Plus, they were so pleasant & never made me feel bad about the state of my bookkeeping. Quite the opposite. Doug is so professional that I have asked him to continue helping me monthly with my bookkeeping to make sure I stay on track ! I am very thankful I found Out of the Box Technology & got connected with one of their superior consultants – Doug Williams. Thank you again!”
“Vicki is absolutely wonderful! She has already done so much to get our QuickBooks and business back on track. She is extremely helpful and easy to talk to. She answers whatever questions you have and makes understanding QuickBooks a breeze. I know we are in good hands and our books have never looked so perfect. I look forward to continue to work with her for reconciling and keeping everything up to date.”
“Jacqueline was terrific! She helped me find the reports I needed and saved me several hours. In one hour we got done what would have taken me 4-5 hours.
She is also very pleasant to work with.” -Don McCarthy, Arthur Wood Equity Research
“Lee is fantastic to work with. He guided me through what was required to migrate out Xero transactions to QB Enterprise. He is very detail orientated and sent directions that were easy to follow. Each question I had he immediately responded. Our transition was seamless. I will defiantly be calling on Lee again in the future for more of expertise and help.” Pam Schill, Emerald Growth
“I want to say that over the past three years I have had nothing but great things to say about the people I have worked with at your company. They are friendly and have been nothing but helpful. I give them 5 stars.” -Mike Davis
Osita helped me with my QuickBooks issues. He is AWESOME! He is knowledgeable about the data migration process and patient with me and all of my questions and concerns. Thank you so much for making this project seamless and efficient.
“We have been introducing our clients to Lisa’s firm, Out of the Box Technology, for QUICKBOOKS support for 7+ years. Lisa and her Company are the definitive GO TO resource for all things related to QuickBooks. Lisa literally wrote the QB manual ( seriously). Your investment with them will produce significant value.” – Michael W. Ringler, CPA
Our company was converting from a different business software to QuickBooks. We had twenty plus years with the other software when we were introduced to Deion. She had several questions so she could formulate the process and then worked closely with us to make it happen. Her team was outstanding. Lee can make excel move like a symphony, Sureah and Osita have excellent customer skills and everyone had a nice sense of humor that made some of the detailed work go more easily. We continue to work with Deion and would recommend her to anyone who is looking for QuickBooks help.” – Jim S.
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
My meeting with Jacqueline was great! She is so knowledgeable and explained everything she was doing so well. She was willing to work with me to ensure my needs were met within my budget. Thank you so much! – Jen, Map St. Louis
Tiffany, I have heard from many in our organization how patient and helpful you are. I realize just from my involvement with our Chapters that many lack knowledge and understanding of computers let alone QuickBooks but you have been very understanding of their deficiencies and have helped many migrate successfully. Customer Service in any industry is of utmost importance and you, and your team, have done an outstanding job over the past 6+ months. Thank you for helping our members understand and help to ease their frustrations. Everything I have heard from the many is most favorable and I appreciate you.
“We needed to know how to properly use our Inventory in QuickBooks Enterprise. Out of the Box was the way to go! We gained good insight into how we needed to properly manage our inventory. Also received help with our WIP account setup and use. They will be my go to if I need any further assistance!!!”
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 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!”
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!!
“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!”
“My rep, Doug, was a great resource in helping me correct issues in my systems and create processes for moving forward with better consistency. He was very friendly, responsive and knowledgeable. Thank you!”
“I have thoroughly enjoyed working with Laura! She has always responded to my questions or special requests in a very timely manner. I could always count on her to process our payroll as expected. We have been fortunate to have Laura from the out of the box technology team working with us!”
“Vicki is absolutely awesome! No matter what issue we need help with, she is right on top of it. Professional, knowledgeable, friendly… we can’t ask for more! She is extremely helpful and works through any problem we have. I’m so glad we found her and not sure how we managed before.”
“Messy is a kind word for my books… Vicki is a life saver. I needed help to fix my business QB. Two lessons I didn’t follow: 1. Never hire family members 2. Never hire friends My books weren’t reconciled for a while, so my reports weren’t accurate. I needed to file for grants and the PPP and couldn’t do so until my books were in order. Never mind that everything was flied under the wrong classes. To be fair, you need someone who really understands your business. I can’t believe how quickly and accurately Vicki got my books in order. I needed someone who didn’t look down on me because I didn’t understand accounting (at all). I needed somone who was patient and personal. I found all of these qualities and more with Vicki. I am much more knowledgable about QB and my business. I now know how to navigate reports and change classes. My relationship with Vicki will be long term! Thank you Vicki… Thank you VERY MUCH”
“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.”
“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.”
“Wow! After just couple of minutes Jacqueline was able to assess and find a solution to my concerns. Her knowledge, professionalism, and expertise is far superior than what I’ve encountered from others. I’d recommend and refer Jacqueline to others who might need QB assistance.”
“We were fortunate to have been referred to Vicki a little more than a year ago when our previous bookkeeper moved. She was able to step in quickly and recognized right away that I don’t have much expertise with bookkeeping or QuickBooks! She didn’t run screaming from the office when she looked at our books so I knew she was just the one for us! She is always patient and helpful when she’s here and quick to respond by email or phone if I need her between visits. She has a great understanding of small business finances and offers suggestions as she sees areas in which we could improve. She championed me and our bookkeeping methods when there was a major software change in our office. If she hadn’t done that, my job would be so much more difficult. All in all, she was quick to learn our system, quick to fix things that needed fixing, and quick to pick up the flow of our business….and she did all of this with great humor and a smile on her face. Thank you, Vicki, for your work with us. You are a wonderful partner!”
“Mary and her team have been extremely supportive! I just started using OOTB in 2019 and have been impressed from the start….thank you for your attention to detail and your service!”
“Josh has been on point since I have started working with him on my businesses. Direct, to the point, and consistent . . . That is everything you hope for right? There has been considerable clean up required at the beginning of the project. We are getting through it quickly and the wait is more on me than it is on him . . . As it should be . . . I am confident things will continue as planned . . .”
“You can always rely on Vicki. I appreciate her willingness to teach so I can learn. We rely on her for cleaning up and helping keep our books clean and organized. I would highly recommend her to others.”
“Vicki met and exceeded any/all expectations from the start. Vicki was thorough and responsive with any answer to any question I could ask. She also took the time to educate us on how to keep our books tidy in the future to avoid having such high cost on the back end to utilize an expert such as herself. My company books are very sensitive and I wouldn’t have wanted anyone reconciling or handling outside of Vicki. I’m glad I found her and I will NEVER use anyone else. Highly recommend…….I rate her 1,000 out of 100.”
“We cant 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 cant imagine not working with Out Of The Box and I also cant imagine trying to do this ourselves. There is just too much detail that we dont want to lose.”
“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!”
“Osita helped clean up our books for our small business. We use Fishbowl Inventory, integrated with Quickbooks and his expertise in both applications was a huge help to me. He was patient, efficient, super nice and wonderful to work with.”
“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 hopefully continue to use them for many additional future projects. Kindly, Daniel Larson Member, 3 Builds LLC”
“We spent almost 8 hours on the phone with QBO support and didn’t get one viable solution to a huge glitch in our company file. We called Kaylind and she helped us right away to find a solution that took just 10 minutes to implement. She was friendly, very knowledgable, and fast. It was worth every single penny.”
“I just had an amazing experience with your Accounting Consulting Manager, Doug Williams. I spent almost 8 hours on the phone this week with Quickbooks Online support trying to fix a complex issue caused by a third party app. It was a huge problem, and I was panicking. I could not get anywhere with QBO support. In fact, I had trouble getting them to acknowledge there was a problem to begin with. After a Google search, we found Out of the Box and Doug. Doug was a miracle!. He understood the problem before the meeting even started, and also understood that it was a big deal to us. Before the end of the day, he and your team found a solution that took me just 10 minutes to implement. 10 minutes! And QBOs solution was for me to individually fix every single invoice in our company account thousands and thousands of them from November 2007 until today. It would have taken me 6 months at least. I want you to know you have a great team, and we are so thankful for them!”
“A credit card merchant plugin had ruined 10 years of financial data. After spending 3 days on the phone with Quickbooks support and no solution offered (to be polite) we were at a loss. We were literally going to have to spend months redoing thousands of transactions by hand! We called Kaylind who in 30 seconds understood the problem and jumped into action. Kaylind and her team (Doug!). were able to fix the problem in about an hour – life savers!”
“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!”
“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.”
“I am trained in QuickBooks however questions continue to come up. Vicki responds in a timely manner and then doesnt 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 Im 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!”
“Vicki is a great resource for our small company! She helps us to clean up our books and can tailor her guidance to our specific business. Her guidance definitely allows us to save time and $$$. Our books are now in good shape and easy for me to maintain going forward. When I get in to a jam, she is always available to meet or do a quick video conferencing. I am glad that we have her as a resource to turn to. I would not hesitate to recommend her.”
“Pam was exceptionally knowledgeable and easy to work with. It’s difficult to find someone who does not simply claim they know what they’re doing but actually does. After working through a few other companies we found Pam and she has been great from day one.”
“I love my consultant at Out of the Box Technology. She is the bomb and extremely helpful.”
“Vicky helped me get my new business set up in QB, clean up some errors I made before I found her, set up my taxes and generally provide some accounting oversight while I learn to keep my books. Vicky is fantastic to work with; she responds to email quickly, (even at night) and she shows me her thought process in QB when she explains things to me, so I can learn from her…AND.. she never makes me feel dumb..even if I do something dumb. LOVE Vicky!”
“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!”
“I’ve been working with Out of the Box this year and it’s been a time saver for me to offload routine bookkeeping task to the experts and free my time up to work more on the growth strategy of my business. My consultant Deion is always available to assist with questions, and sound solution for my Quickbook activities.”
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!”
Maha has been excellent throughout the period where she has been responsible for the franchise accounts and I have no hesitation in recommending her!
“I had a partner who made our bookkeeping into a hostage situation ..instead of working together it became a need to know basis and I allowed myself to be fooled by the information that our business was so complicated that no accounting service would be able to step in and help. Then I was referred to OOTB ….and they not only had NO issues putting my payroll and bookkeeping in to order they did it in no time at all. I recommend anyone who thinks they need to back back control of their business to call OOTB.”
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?”
“Maria has been great to work with. Seems to always be available when I need her. Maria is very knowledgeable and definitely patient!”
“Mary Hunter has provided book keeping services for my company, the American Institute for Preventive Medicine for over 10 years. I have had 12 book keepers during the 36 years the company has been in business and Mary is by far and away the best one we’ve ever had. I couldn’t be happier with her work. She is punctual, very detail oriented, and easy to work with. I give Mary my highest recommendation.”
“Both you and your team are amazing. You all rock, seriously. This has been a surprising day in that, having completed the upload and beginning to use QB, its been virtually flawless. With a 35-year experience base of leaning on tech folks to help accomplish a set of company goals, Im grateful, and am an enthusiastic OOTB fan. Blake (the person in our office coordinating the FieldEdge side of things) is just started to bring it online for our users, and shes also in a so-far-so-good place. Each of OOTB’s employees have been both kind and helpful, and genuinely wish to see us succeed. Its unusual for anyone in a customer service role to ask the simple question what else can I do for you and Ive appreciate them both for their positive approach.”
“Mary is awesome to work with, she really knows QuickBooks. I couldn’t do it without her, I had an accountant that had my books all messed up and she cleaned them up for me. Thank You Mary”
“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!”
“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!”
“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.”
“We’ve worked with Sharon several times with Out of the Box and other employers. She is always able to dive in, identify the mistakes my crew made, and leave us with a set of clean books. Her team is so good we decided to sunset our internal accounting and turn the whole operation to Out of the Box. Josh is now our day to day guy, and it’s awesome working with him. Our books are now closed monthly in a timely matter which enables us to focus on the business.”
“Pam’s great, she’s always on top of things, she calls me when she sees something strange going on with my accounts. She’s even taken the time to help me figure out my break even numbers for my company.”
“Vicki has been super helpful as we move into new territory with our bookkeeping. Yesterday my boss wanted to pull very specific information into a single report. We called Vicki and she dropped everything to come to our office and work alongside us in order to tailor specific reports to meet our needs. She has an amazing knowledge of accounting, bookkeeping and Quickbooks and doesn’t leave until she has been able not only meet but exceed our expectations. Thank you Vicki for your exceptional service! We are so thankful for you!”
“Mary and her team were fantastic. We have been using Quickbooks Enterprise for several years but were not fully utilizing the job costing features. I had tried multiple times to contact Intuit for support with very little success. Intuit recommended several companies who may be able to help. Out of the Box responded immediately to my concerns. They understood exactly what I was trying to accomplish and exceeded all of my expectations. I would highly recommend your company to anyone needing assistance with the QB accounting software. Mary has extensive experience on the job costing side and helped my management team understand our direct and indirect costs. We were 100% satisfied with the results and it didnt cost us an arm and a leg. Thank you for your support.”
“Thank you for making me live longer as I dont need to shorten my life doing bookkeeping! Pleasant person and always responsive to me! Thank you, 6 starts out of 5!”
“Mary has been very helpful in showing me how to set up and enter data into my Quickbooks account. She understands which tools are important to my business record keeping and explains everything in an easy to follow manner. I look forward to working with Mary and understanding more accounting tools of Quickbooks.”
“I have been using their services for about 5 years now. My QuickBooks game is masterful now. She taught me from scratch. I could actually start my own bookkeeping company if I wanted. Salute”
“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 helpful.”
“Kaylind and her team responded quickly to an emergency we found ourselves in and guided me through what needed to happen to get us back to solid ground (which ended up being Quickbooks Desktop Pro 2019!). I would recommend her to anyone looking for help with a QuickBooks related project.”
“Vicki is a great asset to have in our corner. She has been working with me to clean up the books and adjust the current information to tie out to previous tax returns. She has corrected past transactions to help us to move forward in the proper direction. She is extremely knowledgeable, patient and comfortable to work with. She answers all questions with just a blink of an eye. Her response time is the best ever. She is always just an email or quick phone call away. She makes it easy to know you can always call and have a helping hand when a dilemma may occur. I highly recommend her to anyone!”
“The experts at out of the Box Technology are the best Ive worked with in all my years of business. They are so knowledgeable and professional!”
“Vicki was extremely helpful throughout the whole process. She was communicative and explained things to this first-time business owner (me) very well. I’d highly recommend her services.”
“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! Ill be using my bookkeeper from out of the Box Technology for ever. Thank you!”
“All of the Out Of The Box staff are wonderful to work with. I have worked with the team many times and have always been very satisfied. When I do have an issue with my print functions since the Quick Books 2019 upgrade I have no doubt they will get it resolved. As a small business relying on OOTB for our hosting needs we have been pleased with the service.”
“excellent Quickbooks knowledge. helped us finally get our books in order.”
“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. I only wish you had and office locally so someone could come into our office and do hands on training.”
“Getting booked with my Out Of The Box Technology consultant was easy and fast! We covered a lot during our initial hour session. I was impressed with her efficiency, knowledge, and overall helpfulness in nature. I would hire her again!”
“Maria has been a great support in providing detailed consulting services for our business using QuickBooks Online. She has been flexible with our scheduling and ensures we make the most out of our time working together. We have made great progress with the support she has provided and look forward to continuing to work with her in the future.”
“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”
“I was very impressed, I got the help I needed, the price was fair and I loved my Out Of The Box consultant – I will certainly call you guys again when I run into a situation that I can’t figure out. thank you again for the great service.”
“I had a very pleasant experience with your company. My consultant was a pleasure to work with and very helpful. She was patient with my questions and knew the questions to ask me to get the most out of your service. I would highly recommend Out Of The Box Technology.”
“I am very grateful for the work that OOTB did for my company. Andrew is spectacular. No one knows QuickBooks better than he. No one, period! I have experienced very bad advice from other advisers so I know a few things. Learned it the hard way. Some advisers may be good at accounting but no one knows the QB program from an IT perspective like Andrew. As far as the update, his IT manager, Chad, is first rate. Very knowledgeable and efficient. Great to work with. He updated my 2016 Enterprise edition to 2019. Excellent job. I cannot leave a review without also mentioning that all of the staff that I spoke with or dealt with at OOTB were super. This company is top notch. The best in the business. Thank you again for a great job.”
“We were not happy with our prior bookkeeping service. They had things categorized incorrectly, did not have an attention for the details, and our books were a mess, even though they charged us every month. We asked Jacqueline if she could get everything cleaned up for us and get our books in order going back to the 1st of the year! She went back 4 months and meticulously entered, corrected, and re-categorized every single transaction between our bank statements, merchant accounts, credit cards, PayPal account, loans, and more! Our books have never been in BETTER order. We can finally see where our business stands because our books are up to date and correct! She has done a fantastic job. Plus, she is a great communicator, professional and timely! I give her my highest endorsement and would recommend her services to all my family and friends.”
“Vicki Newton is just amazing. I come to her with complex questions about our books and payroll and nothing seems to be outside of her expertise. I feel that with Vicki we have a really great consultant to have our backs when we have problems with our books, accounting, payroll or Quickbooks.”
“Vicki can be counted on to respond quickly to my requests for assistance. I really appreciate her turn around time and excellent work. Thank you Vicki!”
We can always count on Josh to resolve any problems and with a fast reply. Love OOTB!
“When our previous ebs accountant left the Company, I’ll admit we were a little nervous about having someone new handle our account. After all, we had a few years of familiarity with her. Step in Vicki Newton and she took charge from the start. She quickly took the time to become familiar with our Company’s needs and books. She is extremely knowledgable, and thorough and stays calm when we’re over here panicking! I could not have asked for a better person to handle our account. It’s a great fit!”
“Vicki is great about always lending a helping hand when we need it. Whether it’s a quick response by email or a phone call to make sure we have everything we need, she always makes sure our needs are met. We are ever so grateful for her ever-present help!”
“It’s forever a joy to work with this company. Very professional!”
“Laura has been a savior. Every unique Quick Books 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 Quick Books questions or issues. Call Laura with Out of The Box Technology today!!”
“She is great. I thought it was impossible to to un-tangle my mess, she jumped right in and started putting me back together. Very easy to work with.”
“OBT were great to work with in solving the very frustrating issue with our QB Merchant Service account. Working with your office was smooth and your staff was very knowledgeable. You had the contacts we needed to solve our issue and get us back on track. I would definitely recommend this office and will keep your contact info in my card file for future reference should we need advise. Thanks again.”
“Deion is amazing! She is very patient, diligent, dedicated, careful, accurate and hard working. I really appreciate her instruction. Quick Book qualities are excellent. Would like to continue to work with Deion to get my business on track and to show all the work that we are doing. Thank you Deion so much.”
“Thanks for a job well done!! When I have an issue or mistake, Lynda is quick to correct it.”
“I am so happy with the services delivered by Pam at Out Of the Box Technology. She is so great to work with.”
“Maria is really great to work with! I’m very pleased and happy I’ve been matched up with her. She’s very friendly and easy to communicate with, always on time to meetings, incredibly knowledgeable and always gets back to me in a timely manner which is very important to me. I would highly recommend her to others, she’s awesome. I found someone that I can stick with so my search is over!”
“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.”
“All of the people at Out Of the Box Technology are incredible. Lisa and Maria truly saved my business and have turned my books around. They are so unbelievably smart and attentive to detail. Im so happy I called and am now working with them!”
“Out of the box did an outstanding service of setting up quickbooks and bookkeeping. They are very responsive and have good customer service. The entire staff is very friendly and takes the time to explain how to use quickbooks. I contacted Out of the box to keep track aof e-Commerce activity. They were able to professionally setup the accounts, link the activity and cleanup the records. I would recommend their service for anyone that has quickbooks.”
“Josh and the IT staff were so helpful in setting up my hosting environment. What a difference they have made in my business.”
“I honestly don’t know what I would do without Mary. She reconciles our books monthly and handles any QB related questions and requests. She basically does the things my brain can’t which allows me to focus on the other important parts of my business.”
“Donna and the consultants at Out of the Box are the best in the business. Personable, super smart, and on top of what is current with a Quick Books. My businesses will be customers for life.”
“So happy with the service I received from out of the Box Technology. Their staff is very knowledgeable and accommodate all my requests. They are my go to from now on! I am a customer for life and you should be too!”
“Lisa and her team at out of the Box Technology are phenomenal. They are patient and knowledgeable. Never hesitate to call them with any issue I have.”
“I’ve been using OOTB Technology for a few years and their knowledge in automated features in QuickBooks has simplified my life tremendously. The bookkeepers on their team are always quick to reply on email and are accommodating in scheduling conference calls. Thanks to everyone at OOTB!”
“I own a small business and am responsible for maintaining the books. Thanks to Mary Hunter’s expertise with QuickBooks Pro, I always have someone to help me “fix” my mistakes or guide me through a new bookkeeping process! She is extremely knowledgeable and patient no matter how many times she has to repeat something she has already told me previously. I may go for months without needing her help, but the minute I do, we pick right back up as if no time has passed! I really appreciate her and all of her help and hard work over the last four years!”
“Mary’s wide ranging expertise brings huge value to our business. When we instituted a new software for our inventory, she was instrumental in making sure everything went smoothly. We have been working with Mary and her OutOfTheBox Team for over four years now and look forward to working together for many more years!”
“Every call, I receive specific, simplified training on my company setup and different areas I need to complete with a homework assignment to complete by the next call. There is enough time on the call to jot notes to refer back to if you forget. I highly recommend their services.”
“Mary Hunter has been a tremendous asset to our establishment for quite a few years. Whenever we experience any issues, concerns or questions with our Quickbooks, she always has the right answers and resolves whatever concerns that we had experienced promptly and efficiently.”
“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.”
“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 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 🙂 )
“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 🙂 )”
“What an amazing group of professionals, our Accountant Adrienne, to Ellen who is always prompt in a reply and always helpful, while being friendly and yet professional. This team sets the bar high for any other company and we have been with them well over 10+ years.. and we are in another state no less!! Could never imagine not working with Ellen and the Team.. Lisa you should be so proud of your team of professionals.. they are a unique group, and special to me”
“I have been in business for 36 years and have had 13 bookkeepers during that time. Mary is by far and away the best one we’ve ever had. She is smart, reliable, efficient, and extremely easy to work with. I would recommend her services to anyone.”
“They keep me sane! Very grateful to have found them and to have them in my little small business orbit…”
“I am a small business but they treat me like I am as important as any customer they have. I have been using OTB for 5 years. They do a great job of keeping my books straight, generating payroll, correcting Quickbooks mistakes, and preparing my taxes. They address my questions and requests quickly and are friendly and enthusiastic when they respond. I have been more productive because I know they are dedicated to excellent and accurate accounting and I can focus on my customers. I recommend them highly.”
“Just a quick note to express my appreciation for the entire team at Out of The Box Technology. We have received excellent service over the last few decades and look forward to continuing this relationship for years to come. Our primary contact, Mary Hunter, combines an exceedingly high level of competence with a delightful personality and is always welcome in our office!”
“Thanks for helping me get up to date on my QB! I appreciate your patience and expertise on working with me!”
“Maria is wonderful at customer service. I like that I’m in constant contact with her.”
“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. Im so happy that we found them. Highly recommended!”
“Whenever I call Josh with questions regarding Quickbooks and he is quick to respond to my needs. He takes the time to provide instruction so that I learn from my mistakes. I am grateful for all the help and assistance that I receive. Even more grateful for professionalism and friendly approach to the service that the whole team at Out of the Box provides. I highly recommend this company”
“Our accountant referred Out of the Box a couple of years ago to help with Quick Books questions and organization. I know Quick Books could do a lot more for me. Maria came in and help me generate reports I needed, automate transactions, clean up my books and close out old entries. I have been a lot more efficient and my books are looking great.”
“My books were not ready for end of year filing and the team at Out Of The Box was able to help me get everything cleaned up and ready to file. And in a timely manner! What a great company. Highly recommended!”
“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!!”
“Mary has been great to work with. Helping solve issues I could not figure out. Very knowledgeable to QB and the details within it. I would definitely recommend her. And she is very good about staying within a budget or time constraints.”
“We have worked with Pam for several year and on several companies, in different industries. She has been INVALUABLE and has actually showed us ways to take some of our bookkeeping tasks and move them over to her plate. I highly recommend Pam. She is one of the most effective people I have worked with and she is always very accessible.”
“We search for a bookkeeper for a long time when QB online was first released and had a very difficult time finding someone competent in it. All other bookkeepers claimed to be excellent but at the end of the day were only knowledgeable in the desktop version. In comes Pam who was able to quickly clean up the mess the other companies made and also provided a slew of great advice along the way. She is exceptionally knowledgeable in a variety of subjects, highly responsive, and in general great to work with. We would highly recommend her to anyone.”
“When we made our big move from Peachtree accounting to QuickBooks, the transition started out a little rocky, with multiple people working on it and some information was lost in the transition. But once we started working with Lynda at Out Of The Box, she was able to work it all out for us and help us with the process. She was able to get all of our accounts to match both systems and get us ready to move on solely using QuickBooks going forward. She is very knowledgeable and prompt when our team has questions and we really appreciate her help. She has been awesome to work with. Thank you and we would recommend her to anyone looking to work with you all.”
“Laura has done a great job working with us in all aspects of bookkeeping and payroll, and has always been very responsive to any questions we have.”
“Lisa has been working with me since 2000. Her excellent knowledge has helped me to become comfortable with QuickBooks and do my job to the best of my ability. Lisa and her staff respond to every email and text . Without her support I would not be the bookkeeper I am. I can say that all of the advisers at OTB are very professional and helpful to all questions and concerns. They make it very easy for their clients in every possible way they can. I am so lucky to have found Lisa and OTB Technology, they are the best and I would highly recommend them to all who need help with their books or just anything for that matter. They do it all.”
“My consultant is so wonderful. And if she isnt available there is a great team on staff to help me at a moments notice. Thank you Out Of The Box!!!”
“The consultants at Out of the Box Technology make my end of year processes a breeze! They are just what I need to have confidence in my books.”
“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.”
“Vicki, with her incredible patience, deep knowledge of QuickBooks and accounting, coupled with the kindness of a Saint has provided our small nonprofit with critical financials in order to apply for $275,000 in grant funding. In my 30 years of fundraising for conservation and children’s education I have never worked with anyone who is so committed to help, and, “appears” to be available 24 – 7! My experience has been that Vicki is right there on the other end of the phone or email ready to find the answer, not to mention, put your mind at ease. She has been a great teacher of QuickBooks to my staff, AND, all done with a great sense of calm and humor. It feels like she is our most dedicated team member.”
“We went through a couple of bookkeepers until we began working with Sharon through OOTB. She took the time to understand my business, our spending, and is careful with our books. We love her!”
“Worked in the Kaylind satellite for about a year and learned a great deal about customer service and delivering support with a sense of humor. She and her team were often recognized professionally and I was lucky enough to be a part of it for a time.”
“We are changing our financial management software after ten years to QuickBooks Enterprise and Kaylind has been a friendly and knowledgeable consultant every step of the way. She very patiently explains the answers to all of our questions and has helped us select the product we need to run our business. She is making our lives easy by being responsive when we need information, She’s always a phone call away and that is unusual today when companies expect you to get the answers online from other users or company FAC sites. This is customer service at it’s finest. ebs gets it.”
“Kaylind is never too busy to answer a question or help with a 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.”
“Vicki has been so helpful in working with us on our book keeping, not to mention fun to be around. She’s come around for several months in a row now to reconcile and close up the month and it’s proved to be a great decision to work with her on a contract basis.”
“Linh impressed 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.”
“Vicki is very professional and knowledgeable. She quickly showed me ways to link transactions from our bank to our accounting software and was always available to answer questions showing intelligence, patience and humanity.”
“It was absolutely amazing that these awesome (and patient-in my case) ladies were able to help with everything I needed in such a short amount of time and with such detail and care for what my business actually does and has planned! If your still trying to figure out what company to help you get your QuickBooks and other business matter in order; you should just stop now! If you dont use this company, your missing out on a very knowledgeable and talented group! Im so thankful for all that they have and now will continue to do for my company.”
“Vicki exceeded our expectations. Not only is she a wealth of knowledge when it comes to QB, but she was all around a pleasure to work with. We can’t thank her enough!!”
“Timothy was awesome. He went way beyond the normal level of service to help us out. Big fan of OutOfTheBox!! I’ve used this company several times and they are hands down the most Quickbooks savvy people I’ve ever dealt with.”
“After much searching, I finally found Connie Harvey thanks to Out of the Box Technologies. Connie dove right into my Quick Books, cleaned it up and found errors going back a couple of years. Her expertise with both QB 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.”
“I cannot place enough importance of knowing where to turn when I need QB/tax/accounting help. Having access to not only a QB expert, but an accounting and tax expert is invaluable. I don’t have an accounting background and the training I receive is not only thorough but given to me with patience. Thank you very much for answering my questions each and every time. I highly recommend.”
“Connie is great to work with! She is so patient and easy going. She is very knowledgeable about QuickBooks. I would recommend her to any of my family and friends who need this type of assistance.”
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.
“EBS is lucky to have Jonathan on their team. He is incredibly knowledgeable and if he doesn’t know the answer right away, he does the research. He has not once dropped the ball and has continued to impress. I appreciate his ability to follow through, his thoroughness and follow up. Even through though challenges, he remains calm and professional. I would highly recommend Jonathan.”
“We are in the process of liquidating our company after a very successful 35 years in business. For the first shareholders meeting to kick off the process, we needed Vicki’s help to get financial statements for the previous month. The person who had closed our books on other occasions was no longer there. Vicki stepped in and got things done in good order. There were some unusual circumstance and Vicki went right to work on them. I got everything i needed the day before the meeting and was able to organize and run it smoothly. Thanks, Vicki!”
“Linh is a tremendous asset to any company she works for. She is diligent, so easy to work with. Extremely knowledgeable in her field. She was instrumental in streamlining our reporting methods which resulted in increased efficiency and accuracy. This gave management the tools for better and more timely decision making processes thereby improving our bottom line profitability.”
“Osita has twice provided us with a Point of Service demonstration. He patiently answers all questions and doesn’t rush through the demonstration. He covered every point of concern that we had as far as what the software would be able to do for our company. I felt very comfortable talking to him and am confident that we made the best decision by purchasing the Quick Books POS software. He will continue to be our support for the setup and any other needs that our company may have! I highly recommend this agent!”
“I am a CPA and work mainly with small businesses. I wear many hats each day but certainly am not an expert in all areas of business operations. Recently one of my larger clients had some significant issues with their QuickBooks Enterprise file and I turned to Donna and the OOTB team for assistance. After some preliminary Q&A’s and a remote login session they were able to provide a clear recommendation and executed the solution in a timely manner. My client’s staff was almost completely hands-off, I was kept informed during the process and the result is exactly as expected. These guys are the real-deal. My professional reputation depends heavily on the recommendations I give to my clients and I am confident with this one. Thanks Donna, Andrew and Lynda!”
“Linh has recently been working for our firm and we have found her to be very knowledgeable, a hard worker and dedicated. Shes 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.”
“Working with Lynda from OOTB has been incredible. She is extremely knowledgeable, honest and most importantly insightful. She always has approached working with us, with a solution oriented mindset, and no task has been too great for her to work through with us. She is responsive, available when needed, and capable of taking on large project based tasks, or answering general (And advanced) quickbook questions that we have had. I would highly recommend working with her and OOTB.”
“My OOTB consultant was incredible. I needed to integrate QuickBooks and get trained quickly and not only did OOTB deliver, but my expectations were exceeded! I definitely recommend this team of professionals.”
“Marry was awesome to work with. She was always helpful and attentive. I trusted her to handle all my bookkeeping and more.”
“My business was a mess in terms of the books. My 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!!”
“In working with Vicki, I can always be assured that any issues or needs that may arise will be taken care of in a friendly, professional, and very helpful manner. Always willing to go the extra mile, Vicki will also educate you on what she has done, so youre more aware for the future. I can always count on Vicki when I need her the most!”
“I was having some questions working in my payroll program and she was able to explain very clearly and simply without making me feel like inadequate.”
“Denise at ebs Associates is incredible. She and her firm are forward thinking, pro active specialists in all things Quickbooks. They have a history of success and proven customer service that puts them far above others. I have trusted many referrals to ebs Associates and Denise Loter-Koch who have all had a wonderful and successful experience.”
“Vicki is always really great to work with! She is super responsive and able to assist with any questions and/or issues I may have. She is very knowledgeable about QB and has taught me many things in the short time I have worked with her.”
“Vicki was very helpful and has answered all my questions and given our company great results on all of our problems. I will definitely recommend her to anyone that needs help with their books, financials, discrepancies or anomalies. She helped us close our books on past years and going forward we will be looking to EBS for further guidance in the future.”
“My apprehension about transitioning from Timberline software to QuickBooks was eased by Vicki. She has been wonderful to work with as she fully understands the transition process, all aspects of accounting and how to make QuickBooks work best for you. Her experience and assistance was sincerely appreciated. She has been the best consultant I have worked with in my 30+ year career and I highly recommend her!”
“Vicki is very professional, really knows her subject, and has a terrific sense of humor, even when working with a new-by like me!! She walked us through the steps to take for the simple transactions that we need, and showed us how to navigate to the various screens. She was prompt and responsive, and a general delight to work with. I would highly recommend her to any one who needs guidance for QuickBooks accounting systems.”
“Vicki has been my advisor, consultant, and teacher for 6 months. She is knowledgeable and patient as she recommends better systems for bookkeeping and data entry. I sincerely appreciate her good humor, her tenacity to make every entry exactly as it is supposed to be while explaining why it needs to be done a particular way. I can always count on her to get the job done and get it done right.”
“Vicki has done a Great job for us! We have been very impressed with her knowledge and work ethic.”
“I needed help cleaning up my books after years of untrained staff maintaining them. From my first phone call to my last thank you email, the team at Out of the Box were professional, helpful, and down to earth. I now feel prepared to go into my next season of my business with the tools I need to be successful. I cannot recommend this team enough!”
“I could not be more pleased with the 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.”
“I had the pleasure of meeting with Vicki on two different occasions and both times she was extremely helpful and was very knowledgeable. The time we spent together was well worth it! If there were any unanswered questions at the end of our meeting, she would email or call within 24 hours or less to resolve the matter. She is prompt in responding to her emails and has even contacted me, without my asking, to see if I need help in any way! I appreciate everything she has done to help our business get up and running with QuickBooks Online.”
“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 quickbook 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!”
“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 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.”
“Jonathan is undoubtedly one of the best professionals I have worked with. He takes his time explaining things and makes sure you understand along the way. He is one of those persons in life who actually enjoys his job and it shows. He truly cares and wants his clients to be as successful as possible. I highly recommend him to anyone who needs direction with bookkeeping and accounting or assistance with Quickbooks.”
“Jonathan has been a pleasure to work with. Very knowledgeable about everything QuickBooks and was able to quickly provide me with the services I needed to get my business up and running efficiently. His professionalism was first class and I am excited to continue to grow my business with Jonathan by my side. Thank you for all the support, strongly recommended!”
“What a great representative of your company !! Took the time to answer all my question , was very patient with my internet skills . Very professional and best of all has the personality skills to deal with any age group with compassion . In a fast world , he slowed down to make sure I totally had it before he let me go . Been with your company and program for awhile , was not committed either way , but after service I received from Jonathan , I am committed . You cant fake caring , he is the real deal . Thanks Jonathan !! 5 rating no question !!”
“Jonathon 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!”
“Kaylind is a very talented,knowledgeable and driven QuickBooks professional. She is very proficient and knows just which software will compliment your QuickBooks to give you the best most seamless results. If your QuickBooks is broken Kaylind is the reigning expert to get you back on track.”
“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!”
“We hired Vicki to set our company up with Quickbooks in 2013. WOW, talk about AMAZING. She knew all of the tips and tricks to get it done quickly and proficiently. She had everything done and provided us with training. Even helped over the phone when we ran into a few complicated transactions. Prior to asking Vicki to help with our small business, I worked with her at a company in Portland, OR. They had just fired their controller for fraud. Vicki was a true MIRACLE hire as she not only cleaned up the mess but brought the office into a position where leadership no longer felt vulnerable. She is Transparent, Efficient and simply a joy to work with. Look no further…. you have found the one you need right here!!”
“Initially I was concerned that my documents would not be processed in a timely or accurate manner based off of my experiences with other accountants, companies, etc. in the past. This was not the case with Vicki. When I came in she greeted me and was very professional and she eased my concerns. She went over all information with me and ensured that I understood everything. My paperwork was correct and I will utilize her services in the future. I also would highly recommend her to others.”
“Vickis experience is evident in her work! She is thorough, reliable and detailed. She is very personable and easy to communicate with. She is conscientious of her work and her client and will do what it takes to get the job done. Vicki had the ability To make you feel as if you are her only client!”
“I have the pleasure to work with Vicki in two projects. She makes sure everything is balanced, and she aims to enhance the accuracy of the company’s financials. I admire her leadership and strong ability to get projects completed. Thank you, Vicki!”
“Vicky is amazing. I had the great pleasure of working with her for over a year and I can say without hesitation that she truly, sincerely cares about her clients and wants them to know they are in good hands. She came into a situation at our company where we had just let a bookkeeper go who had lost our trust in a big way, and who left our books in a huge mess. Vicky came on board and fixed everything quickly, made sure we understood everything she had done, and kept her work very transparent so we never felt like we were being taken advantage of again. Vicky knows her stuff inside and out, and is more than willing to teach others and make sure everyone she works with understands the reports and the numbers so the business can make a great plan for success. She is definitely someone you want on your team.”
“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”
“I worked with Connie on this and she was amazing. She was so patient, helpful and professional and helped create amazing customer invoices and proposals for my electrical business. Great company!”
“Pam was terrific to work with. As a lone-proprietor small business owner, I have to do everything related to my business myself. I have learned as much as I can over the web, but when it came to my books, I needed someone to actually see what I was doing and tell me whether or not I was I was on the right track. Pam took the time to carefully review my entries, my account setup, and my accounting details, telling me what I’d done right, and what I was missing. She explained everything in plain English, and was able to quickly resolve issues I didn’t even know I had (and probably wouldn’t have been able to articulate). Pam was also thorough, but efficient, a tough balance to strike. In the end, even though I booked her only for an hour, she stayed on the phone with me until she’d answered all my questions (even though it meant an extra few minutes of her time). I would highly recommend Pam, and the whole Out-of-the-Box team to any small business owner.
“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.”
“I have had the pleasure of working with Vicki on several occasions. Each time she was very professional and extremely helpful. She was very quick to respond to questions and tasks that I needed her to assistance with. I am very pleased and will continue to request for her expertise when required. Sincerely, Deborah Claussen, Office Manager Riteway Heating and Air Conditioning”
“Vicki has been a godsend to our company. In a very short time she was able to completely get our books in order. She is very knowledgeable and efficient, which allows me to spent less of my time having to deal with my books, allowing me to concentrate on growing my business I would highly recommend Vicky to be part of any personal or company team. Sincerely- Tim Fisher President The
“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 Quick Books 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.”
“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!!!”
“Jacqueline came out to help us with some quick-books 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 Daily Bookkeeping Services!”
“I almost had to pay the IRS over 60K, I was nearly having a heart attack, so I contacted Lisa, whom along with her Out Of The Box Technology consultant Elizabeth helped me to solve the error. They helped me to get everything straightened out. I am grateful for both of them, they are quick and helpful. Jhoanna Agudelo ~Colombian All Stars”
“The first meeting with Jacqueline put my mind at ease. My organization was looking to go into a different direction. We were using antiquated software without multi-user availability. With Daily Bookkeeping Services my organization is more transparent, financially sound, and at a LOWER cost to my membership. It was the personal touch that Jacqueline brought to the table that sold me. Jacqueline cares about her clients. If her clients succeed then she succeed. Jacqueline provided training to our staff with Quickbooks Online and provides support when questions should arise. Daily Bookkeeping Services now handles my organization’s monthly reconciliation and payroll. Quality service with a personal touch. Excellent.”
“Working with Vicki has been a pleasure and valuable learning experience. The way we had set up our quick books was lacking to say the least. Vicki sat down with us and listened to our concerns and worked through the problems, while showing us many helpful tips eliminating a lot of the extra work we were doing. Knowing how to correctly SET UP & work Quick books is a crucial part of running accurately and smoothly. We now feel more comfortable with how we are using QB’s,. We can not thank you enough Vicki. Vicki will be the first name I give anyone needing the assistance she can provide.”
“Vicki has been a life-saver to our organization! She is the most knowledge person we have encountered as it relates to Quick Books accounting, reporting and maintenance. Vicki is also extremely professional in all of her dealings with our staff and non-for profit board members. She has worked above and beyond the call to identify and support ours needs and her insight into our overall business has been invaluable. Our only regret is not having found her earlier!”
“The person assigned to me was Connie. She was fantastic! She was able to clean up some mistakes I had made, organize my bookkeeping and teach me to use QB. I couldn’t be happier.”
“I reached out to Outofthebox because of a botched conversion to quick books 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, Outofthebox will perform the work.”
“I contacted ebs after a botched conversion from another company. The team at ebs were without a doubt my saving grace when I switched to quick books. They gave me an estimate of how long the whole process would take and updated me along the way with details or changes. The whole process was actually completed sooner than their initial estimate and my books were perfect afterwards. I never want to go through a conversion again but If I do, ebs will be doing the work.”
“I recently had Chad from 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 Chad did my update while I was busy doing my other work. Chad 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 personel. Thank you for all of your help Ann Seat Sack, Inc”
“My Consultants name is Lynda Lotz. She has proven to be an amazing valued asset to our Team here at Eastern Technologies. We were never treated like a number, Lynda treated us like family. To be honest, this conversion would have never completed without her relentless efforts to get us across the finish line. By far, she has provided the best customer experience that I have had with any vendor. I will definitely recommend Lynda and the Out of the Box team to all of my colleagues and friends. THANK YOU LYNDA & Out of the Box Support Team”
“Started using QuickBooks Online and noticed some holes in the recurring billing right off the bat. It?s no secret that there are countless make life easier apps out there but Out Of The Box Technology’s Recur360 is not only simple but it works! My staff does not have time to manually manage billing. Recur360 saves us time and positively increases our bottom-line by freeing up resources to build our business, not babysit A/P. Thanks Out Of The Box Technology for creating an app that works this well and for making it visually pleasing. So glad we found and signed up for Recur360!”
“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!”
“Denise and her team at ebs have been more than helpful, they have literally kept my business afloat. I was only 19 years old when I was first referred to Denise for help. She not only helped me to setup my QuickBooks, but saved me over $10,000 in IRS penalties and fees with one 20 minute conversation. I owe my success to Denise. Her team has been more than helpful, my main point of contact (Joy) checks in with me all the time just to see if I have questions and lets me know when there are new solutions that can help me save time and innovate my processes, even if that means her team gets less hours. The people at ebs really have my best interests in mind. Nobody is perfect, naturally there have been a couple hiccups along the way, but that’s just part of owning a small business. I am an ebs customer for life, and can’t say enough good things.”
“I’ve hired Vicki on numerous occasions to assist my clients with QuickBooks and Accounting help…. Everyone of my clients loved working with Vicki. She is extremely knowledgeable and easy to work with. She’s an excellent trainer!”
“Thank you! I have been trying to get my books in order to get ready for year end. Everything was messed up and Out of the Box Technology got everything cleaned up. I actually know how much money i have in the bank and who owes me money. I can’t thank them enough. They are helping me from now on!”
“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!”
“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 calling them again.”
Working with Vicki has been such a pleasure and valuable learning experience. Our previous set up with quick books was inaccurate and frustrating. Vicki sat down with us and worked through the problems, while showing us many helpful tips eliminating a lot of the extra work we were doing. Knowing how to correctly work the Quick books program is a crucial part of running a business accurately and smoothly. (If that is the program you use.) We now feel that we have the knowledge and guidance to be successful. We can not thank you enough Vicki. Vicki will be the first name I give anyone needing the assistance she can provide.
“Recently I started receiving OTB Newlsetters via email. After reading OTB newsletter article, Full Service Plan or Subscription Model, they saved us money by helping us review our Enterprise version & number of users. At renewal I will save $35/month!”
“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.”
“Thank goodness I found them!!! Several things were in play when I found OutOfTheBox; 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 OutOfTheBox 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!”
“Out of the Box Technology was great! Needing assistance with QuickBooks backup and setting up a new company, their expertise and responsiveness to my requirements was above and beyond!”
“I was having a hard time reconciling my QuickBooks. Even spent hours on the phone with Intuit customer service. I contacted Lisa’s office and someone actually answered the phone! Made an appointment and got my problem fixed! Great help. Patient. My file was also really slow. Talked to one of their IT guys who fixed that issue too! Thanks Out of the box!”
“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 didnt 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 wouldnt 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.”
“Out of the Box was awesome! They responded right away, fixed my corrupted QB file and fixed my software installation that was done incorrectly. I am so happy I found them!”
“I approached OOTB to work on my QuickBooks conversion as 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.”
“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 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.”
“I took a class taught by Denise and Joy. They make a wonderful team. What a great method to have two people teaching! This was the best class I ever attended on QuickBooks. I will recommend it to everyone. You not only learn how to use QB, but how to present your clients with good reports monthly. I know now, after attending this class, that I will be able to give my clients a better service.”
“I needed a new computer with a new version of QuickBooks, but I could not get that program to recognize, update, and open the files of a non-profit corporation I run. An obvious crisis. The Out-of-the-box specialist contacted me the day after I returned the signed agreement (IOW, the day after I sought help) and within 3/4 hour was able to find, restore, and open the critical files. This was done professionally, efficiently, and with good humor. In truth, it was only a matter of finding where the original files were hiding–not at all obvious. The specialist knew right where to look and what to recognize, and the fix was perfect. I also appreciate that I was only for the time used. A great experience and a VERY happy ending.”
“I am thoroughly impressed with the professionalism and follow-up of this organization. I have been calling Quickbooks advisors in my area and have not gotten a call back. Out of the Box answered the phone and provided information, then followed up the next day. They have contacted me a 3rd time when I still haven’t received 1 call back from the others! They have a depth of expertise and a long track record and I admire their quick response time. I thought I wanted someone in person but they provide better service virtually!”
“Mike Milan was an outstanding keynote speaker, both times! I loved learning about integration opportunities for improving QB Outstanding. The time and cost are nominal in comparison to the information and resources and networking and learning opportunity. Clearly planned well as the execution was flawless. Thank you!”
“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.”
“Look no further for QuickBooks help – this is the service you need. Our company switched to QuickBooks Enterprise Contractor in 2014. We completed set-up ourselves and it didn’t take us long to recognize that we needed some expert guidance in a few areas. Our local CPA firm tried to help but ended up compounding our problems – accountants are NOT necessarily QuickBooks experts. We received immediately response to our inquiry about the services offered by Out of the Box technology and had an appointment scheduled within 24 hours of our request. There are not enough positive accolades we can write about our Proadvisor Mary. She immediately understood the issues we were encountering, assisted in correcting issues and educating our staff as to the best QuickBooks practices for our company. We’ve had multiple working sessions with Mary and a wide variety of questions have been answered. This is the best money we’ve ever spent for small business consulting services. We HIGHLY recommend the advisor services provided by Out of the Box technology. Contact them today- you will not be disappointed.”
“I found the a link to Out Of The Box via QB. I needed to migrate my company files from my Desktop version to QB Online. I am a Mac user and have had problems in the past finding Mac QB experts. Out of the Box put me in touch with an incredibly knowledgeable professional who helped me not only migrate to online, but re-organized my whole company accounting. Fantastic experience and I’ll continue to use their services.”
“It was all great! It was great to see and hear about a number of options that work with QB. It was also great to see overviews of Direct Connect for banking I had a great time. I have a better understanding of what can be integrated with QB and what options are out there. Thank you.”
I enjoyed that the presentations werent trying to sell their products. Instead they were trying to connect their product with our business lives and talk about real situations It was a wonderful event. I personally havent been to anything like this and it was better than I had imagined. The people were informative and entertaining; it wasnt hard to pay attention and learn. The setup is beautiful and elegant and still inviting
“The business ideas and practical business action steps to growing a business were very valuable to me Your conferences have been an asset to me. Ive learned more in two days than if I were to go on the web for research. The time it has saved me to find this information to help grow a business has been invaluable. Thank you for taking the time to put together this conference and bring all the resources to us. I can see that it must have taken a great deal of hard work to put together.”
“Loved the Finagraph talk and the auto input for bills feature This was a great reminder of all the new items that work with QuickBooks to run our company more efficiently. Thanks for organizing! Appreciate the vendors sharing. I liked the quick and direct information sharing format.”
“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.”
“everyone was very attentive and quick to help me get my needs taken care of in a timely manner. we couldn’t have done it without your help.”
“This is by far the best experience I have had with a QB professional since I’ve been using the on line software. The service was professional, timely and easily understood. It was like sitting down with a knowledgeable friend who could untangle the knot of numbers that I turned my business into over the past year. I walked away with a clean slate, a better understanding of QB’s and a friend in the business.”
“We are a small business that requires accounting systems and processes. In the last five years we have employed multiple part time / full time bookkeepers. They came from several sources including staffing companies. Each individual had various levels of knowledge using QuickBooks and the rules of accounting. For all the effort and cost our management still could not get consistent and reliable reporting for financial analysis. As the Business Operations manager I needed a different approach and solution. In my quest, I discovered Out of the Box and their exceptional talent pool of consultants. At first I thought using a QuickBooks Pro Advisor was too expensive of a solution for reporting problems. But after spending another year of frustration and money with people who really didnt get it, I hired Out of the Box to clean up our system and help us grow. We incorporated a 3rd party applications suggested by Out of the Box that sync with QuickBooks for all our credit card expenses and time keeping. These are mobile applications that our employees use to track and submit both expense reports and timesheets. Within just a few sessions we now have systems that reflect our needs for job costing, regular and mock payroll, daily expenses, timesheet, and solid reporting. Currently, we are finishing another application project with the help of Out of the Box personnel that also syncs with QuickBooks. This will help us streamline our estimating process done on a PC or Mac and translate it to QB estimates. I plan to work with Out of the Box on a regular basis to maintain the system that we have built together. Working with such high level professionals and experts in their field has made a significant difference not only in the efficiency of solving problems but overall time and cost. Susan Radiant Event Technology,LLC”
“My discussion with Out of the Box Technology was immensely helpful and revealing, and you clearly know your subject inside and out…it has been your continued communication with us, your gentle handling of my concerns that has kept that very BIG question on how well will this update work when you are not near by. I was unsure about working virtually util you assured me that this was the better way to go for a more detailed experience, and you were right! Thank you for all your help and continued services.”
“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!!!”
“When the office upgraded Microsoft Office we had issues with QuickBooks, specifically emailing customers. Our regular IT company could not figure out the problem. Contacted Out of the Box Technology! Richard was able to solve the problem and more. He was so helpful and patient and extremely fair on the bill. I would highly recommend him for all your IT problems. Thank you Richard.”
“Thank you so much for your help. You were very prompt and professional, and I would recommend you to anyone. I look forward to using you in the future.”
“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.
“Lisa’s team provided for the highest level of service. I appreciate the professionalism, accuracy, and urgency of the work.”
“Jessica is simply FANTASTIC! Her most invaluable asset is reliability. She is always responding to me in a timely fashion and never leaves me wondering when I am going to hear back from her. She was able to setup our company that fit best for us and what we were looking for. She always passes along tips to our employees so they can work in the most efficient way possible.”
“She helped us with our IT and QB issues. She was very kind, punctual and fast. We will use her again.”
“Today I worked with Lisa on setting up my invoicing. She was very helpful and will be making things so much easier for us. Thanks Again”
“Richard is a very knowledgeable and helpful consultant.”
“Lisa and her team are responsive, professional, skilled and helpful. we have used their services for the last five years. I wish they were next door, so we could have daily learning and education as well.”
“Last year I quit my job and started a business in real estate investing. Trouble was, I didn’t know anything about bookkeeping or Quickbooks. I knew what I needed to track and thought I could set it all up in Quickbooks by myself. Boy was I wrong! I spend 8 weeks struggling with it right up until April 15th and I’d essentially made no progress. So I filed a tax extension and set out to find someone to help me. I posted a desperate plea for help to Facebook, asking for an accounting / bookkeeping/ quickbooks expert. Moments later clouds parted, the sun shone through, trumpets sounded, and angels began to sing… a mutual friend connected Vicki and I and she rode in to the rescue! Real estate investing can be complex so far as keeping books as there are a number of different strategies each with their own tax implications. Vicki listened patiently as I explained how I needed things to be organized and then she configured Quickbooks to do all the things I needed and more. She even walked me through entering in the past years worth of data. She knows her stuff! She’s patient, professional, personable, has a great sense of humor, and can explain things such that even I can understand. If it weren’t for Vicki, I don’t know what I would have done. Each time I enter anything into my books now, I’m just a little bit giddy. Vicki holds a very special place in my heart!”
“Your team is so knowledgeable about our industry and the reports you created are exactly what we need. THANK YOU THANK YOU THANK YOU to Out Of The Box Technology. Plus I love that your team can deal with our sense of humor… I love it when someone can enjoy when they work with others.”
“We worked with Lisa and her team was fantastic! She helped us clean up all of our QB issues. I would recommend her to anyone!”
“Vicki is a wealth of knowledge and support. The manipulation of another software to communicate with QB was excellent. She makes sure you understand completely how the process works and why.”
“We have been fortunate to work with Lisa and her team twice now. Both times they were able to resolve our problem quickly. They provided friendly service at a reasonable price. We would highly recommend them to any QuickBooks users in need of help. We will definitely use their service again if we need it.”
“Customer service was exceptional. Staff was very knowledgeable.”
“I have been working with Lisa and her team for 20 years. She has assisted us with corrupted files, upgrades, payroll, credit card processing and overall business accounting When I call for assistance she always gets back with me right away.”
“We consulted with Lisa to advise us on job costing for commission reports for our sales staff. In the process, she helped us in many other areas of QB!! She is extremely knowledgeable, straight forward and has a great staff. We also used one of her technical consultants to help stabilize our QB environment. She is available on an “as needed” virtual basis so our owner was pleased not to pay for onsite consultants!!”
“Lisa and her team are the go to people for anything Quickbooks. Their expertise is evident in their knowledge of the products. I could not be happier with the service provided and would highly recommend them.”
“Lisa and her colleagues are simply amazing when it comes to anything QuickBooks! The customer service and quality of work is second to none. If you are having any QB issues, big or small, Lisa and her team are the ones you want to reach out to.”
“Another reviewer stated that “Vicki is a powerhouse of knowledge, energy and positivity.” I couldn’t express our experiences with her any more succinctly. She has tackled a variety of problems, large and small, with us and for us. All the while displaying knowledge, professionalism, patience, a sense of humor, adaptability and an expertise which would benefit any business.”
“My consultant wrote down step by step what I needed to do before she left and used that as my guide to attain our goal. She is an excellent worker and I definitely will use her service the next time I have problem with Quickbooks.”
“Lisa is very knowledgeable in corporate accounting. When I came to her she gave in-depth advise in a very professional way. She is very patient and helpful, detail oriented.”
“I am so happy to have found Out of the Box. They helped me get started on QuickBooks, and I found the experience very valuable to get my business set up correctly. I would highly recommend them to colleagues, clients and friends.”
“My Quickbooks consultant always make sure she delivers excellent and valuable accounting and bookkeeping advice. She is very detail oriented and very helpful.”
“I’ve worked with a variety of Consultants over the years and would rate Out of the Box as one of the best. I highly recommend to anyone who needs help with their accounting or who is thinking of upgrading their existing software!”
“I did not have any knowledge about QB and accounting. My expert trainer started with the basics and then helped me set up my small business account. She never gave up even though I was slow to learn because of my age, limited knowledge.”
“I would be lost without Out of the Box Technology! I am horrible with accounting which is the main reason I use Quickbooks to try and organize what I don’t understand. If I have a question about how to input something into QB or how to use a feature, I just call or send an email.”
“Out of the Box came in an emergency situation,took charge ,and got us up and running on Quickbooks. They have been a great support since. I would highly recommend.”
“We have used other advisors in the past, but none of them have ever come close to Lisa’s command of her profession. She is truly the best in bookkeeping, tax preparation and system support. She is definitely a five star performer!”
“Our consultant is very knowledgeable and was able to answer all of my questions and then some. Clear, concise and comprehensive in her explanation she was able to walk me through the essential steps to fully utilize the power of the QB. I certainly would not hesitate to call on her expertise again in the future.”
“I have worked with OTB for 2 years and can only rave about them. It is obvious they love their work. I feel fortunate they are on our team!”
“Out of the Box is very professional. They helped me organized my tax for the past two years and explained many questions patiently. I am very satisfied.”
“Our consultant went above and beyond to make sure that the information I supplied to her is complete. I have high confidence in the work she provides. I highly recommend!”
“Lisa is an excellent consultant with broad knowledge in accounting. She is trustworthy and a dependable responsible resource.”
“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.”
“Our company started 5 years ago. We continue to engage Out of the Box on a regular basis for bookkeeping, inventory control review and consultation sessions. Absolutely the best!!”
“I was lucky to come across Lisa’s profile when looking for a Quickbooks trainer. When I first met her I had zero knowledge/experience with Quickbooks. It is now a year later, and I have gained SO much knowledge from her. What I greatly appreciate is her patience. She is very detail oriented, and is always on top of things!”
“Out of the Box took our company and completely overhauled our bookkeeping system and created order out of chaos. They provided outstanding service.”
“We thank you for helping our organization resolve critical accounting issues. We sincerely appreciate the opportunity to do business with your organization.”
“My consultant has helped me get a hold on my inventory management. My ability to run accurate business reports has gone from non-existent to consistent and reliable.”
“I’m a bookkeeper for a small local business, and Out of the box QuickBooks training has been excellent! Even experienced QB users could use helpful accounting tips. I am very grateful for the services OTB provides!”
“I want you to know that I was very pleased with the quality and outstanding service you provided. I have personally recommended your company to my others business partners. I look forward to doing business with you in the near future to come.”
“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!”
“My expert effectively brought our three very diverse divisions into a consolidated reporting structure by simply upgrading our QuickBooks to the Enterprise Solutions platform. I highly recommend her to anyone who needs help!”
“Lisa is great. She’s flexible, works in the system we had, and made everything better.”
“Our consulting firm has worked with Out of the Box for over a year now. THey are very well versed in all aspects of bookkeeping (Quickbooks, payroll, workers comp, taxes, etc.) and has done a wonderful job.”
“EXCELLENT!!! Vicki is super-responsive and extremely knowledgeable regarding not only QuickBooks but also business processes. She puts her clients first and is always willing to help answer any question I have.”
“My Expert has been great to work with and has done an amazing job fixing and updating my company’s financial’s. 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”
“I started a new business and was a first time QuickBooks user, not to mention new Mac user. I highly recommend Out of the Box if you need QB help especially if you have no clue and need help fast….”
“Five years ago, when I assumed responsibility for financial and tax matters for our firm, I needed help. Out of the Box was recommended by our tax accountant and has become an indispensible member of our team.”
“The consultant from Out Of The Box Technology who helped me was very patient. She could have rolled her eyes many times at my many questions about QuickBooks but she helped me through all of my issues. Not only did I get QuickBooks help but we learned more about payroll and credit card processing. Lisa’s team is helping my business be much more efficient. Thanks Lisa! Great team you have.”
“Lisa and her team are very knowledgeable, professional and responsive. They are expeditious in addressing your concerns and in following up. Lisa issues great feedback regarding solutions for small businesses. Very pleased with Lisa’s expertise and will continue to consider her a valuable resource!”
“My expert is very upbeat, very efficient, and I would recommend her to anyone who needs an expert in this field. And she prepares the information needed by my tax preparer, accurately and in a timely manner.”
“Out of the Box set up our quick books system. They set up the preferences, designed a specific chart of accounts, memorized management reports, and set up online banking. The setup has made our operations more efficient and the task of bookkeeping easier and more pleasant. I believe that it would be very beneficial to any small business.”
“As an out-sourced “partner”, Out of the Box is uniquely considered an integral part of our company core.”
“It didn’t take me long to see that the accounting side, though not personally pleasant to me, is critical to my business. That’s what I like most about Out of the Box. They took my accounting pain away. The end result: Accounting takes less time, is more pleasant, and has helped me manage my business better through reports that provide insightful information.”
“My consultant is great to work with and very professional. By far the best bookkeeper I’ve ever worked with.”
“Lisa is a rock-star!! I am excited to work with her and have her make sure all my accounting is in check! It is a pleasure to work with her. FANTASTIC!”
“My Expert’s immediate response to my call for help and her expertise with the product made for a quick solution to issues that had been ongoing for quite some time. I can’t recommend her enough to anyone with complex accounting or Quick Books software issues.”
“The service that was provided was Excellent. Above and beyond assisting us with what we needed help with, met when it was convenient for us, very valuable! very helpful and complete in answering all of our questions!”
“We were concerned and reluctant to have someone we did not know working with our business accounting. From our first meeting with Out of the Box, they have been very professional and helpful with our accounting concerns. Even with our accounting methods, they have been able to keep our records up to date and provide timely tax documentation to our CPA.”
“I had a combination of basic questions and made some pretty advanced mistakes in my bookkeeping, My consultant was very patient, pleasant and easy to talk to and work with, and really knows the ins and outs of Quickbooks. I highly recommend her.”
“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.”
“My consultant is an excellent teacher and business consultant. We cannot fully operate without our QB now that we know what it can do for us.”
“My expert completed all our taxes promptly and completely. He was able to explain complicated tax issues in simple terms for even a guy like me to understand. I highly recommend Out of the Box!”
“My Expert’s Quickbooks knowledge has freed me to focus on revenue generating activities for the company. Her flexibility and personal style are very compatible with our dynamic business in a challenging marketplace.”
“We needed help switching from Peachtree to Quickbooks. Out of the Box made the process much easier than we expected. Their knowledge and suggestions and advice right on target.”
“My consultant was great to work with and worked diligently to resolve the problem we had in Quickbooks. She will be our next go-to call if we have any other questions about Quickbooks quirks.”
“My consultant is very easy to work with–she’s knowledgable and intelligent and a very good teacher. She showed me how to input a year’s worth of data, reconcile the bank statement, and create accounts, analyze reports to make sure they were accurate and provided the required information.”
“My consultant is responsive, smart, helpful and encouraging. she got me up to speed quickly! I highly recommend her.”
“I’m now helping to run a family business and have taken on the bookkeeping duties, which is completely new to me…so I’m learning as I go. Out of the Box spends a few hours with me once a month to help fix the problems I ran into (or created). They are an invaluable resource for me.”
“Vicki is amazing. Two years ago I became the President of a non-profit group that I discovered was an organizational nightmare. She volunteered her time to get us caught up on 990 filings, purchasing Liability and Directors and Officers insurance, getting registered with the Attorney General as a charity, changing our Registered Agent/Office Address, and got us caught up on Annual Report filings. She continues to serve the group by serving as Treasurer, keeping clear and correct financial records, managing our accounts payable and receivable, and volunteering at events. I will never let her quit our board! :)”
“Lisa has assisted me with all aspects of managing my Quick books files for my small business. She has taught me how to reconcile my accounts, how to add employees and input financial statements, how to create and manage client files, and how to create invoices. She is a great troubleshooter and can easily find my mistakes and make appropriate corrections. I highly recommend Out of the Box to anyone who needs Quick books help.”
“Out of the Box Technology is excellent in many ways: technical, communications and responsiveness. They deliver high quality service with reasonable fees. They set up an accounting system for us that allows us to manage our business both daily and strategically profitability.”
“Out of the Box has been very responsive when we have had quickbook issues that have come up. my expert has a calm manner and her ability to quickly assess the problem has saved us a lot of time and money.”
“Very satisfied. I will continue to use Out of the Box Technology Group for any QB needs I may have. I will/have recommended OTB to colleagues.”
“My consultant is great. I had no previous experience with Quickbooks, but needed to start keeping company records. Her experience as an accountant and software expert was key for me. She explained things so I could easily understand, and didn’t make me feel like any of my questions were dumb. She is very prompt with her reply.”
“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!”
“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.”
“I love Out of the Box! There are so many areas of QuickBooks that without training, you would have no idea they are there. It is wonderful to have someone you can call to come in and help with major QuickBooks issues. In addition, it has been great to learn about all the things that QuickBooks can do for our company.”
“We had several issues with our 1099 electronic filing process. Vicki was able to troubleshoot the problem and fix the errors we had. She is so thorough in her thought process and worked and reworked the problem until it was resolved.”
“Lisa and her team are very knowledgable, professional and responsive. They are expeditious in addressing your concerns and in following up. Lisa issues great feedback regarding solutions for small businesses. Very pleased with Lisa’s expertise and will continue to consider her a valuable resource.”
“Lisa and her team are amazing. They helped us resolve the issues we were having with our Quickbooks that no one else could help us solve. Thanks”
“She provided additional information that we were not aware of – available shortcuts, revision to setup. We found her very knowledgeable and articulate in explaining best QuickBooks methods.”
“Vicki jumped into a very outdated business model involving a self-storage facility with 100 units and renters, and is currently updating the business with Quickbooks. Prior to the bookkeeping undertaking, she implemented a system for tracking the status of each individual storage unit. She isn’t afraid to get her hands dirty should unusual and comical circumstances suddenly occur! She’s a very organized and creative thinker and a joy to work with. Exactly what I need!”
“Vicki is a powerhouse if knowledge, energy and positivity. She brought a “lets get this done and here is how to do it” attitude that was key to providing the necessary understanding of QB. I would hate to think of trying to tackle my issues without her skill and expertise. I couldn’t recommend her any more highly.”
“Lisa was absolutely incredible in assisting us with the start up and implementation of our POS System for our retail business. This is a Family Business and she helped us to understand each potion of the Intuit Process from Purchase Orders to Point of Sale. The best thing is the customer service I receive because now every time I have a question Lisa will get back with me very quickly. She is a True Professional!”
“Didn’t want to admit it but my QuickBooks file was in really bad shape. When I talked to Lisa she told me it would really be okay but I didn’t think anyone could help. After just a few minutes working with Lisa I could tell she knew what she was doing. She could tell right away where my problem was. Lisa was very patient with me as I asked a lot of questions. The file is looking much better and I’m understanding QuickBooks a lot more. I’m also working with OTB to have them help me with a computer I’m having trouble with. Thanks Lisa! I feel so much better.”
“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.”
“We were lucky to found Lisa on the day our sales tax was due. She responded quickly and was excellent – fast and professional. Thank you, you are a life saver!”
“I run a fast growing multi-million $ marketing consulting firm. We needed to expand our usage of quickbooks from a desktop set up to a shared user model. There are so many options out there, I was not sure what would be the best, and most cost effective solution for my company. Out of the Box walked us through the different options – peer networking, server in our office, quickbook online, and quickbook cloud hosting. They understood our needs and then recommended the best option for us. Highly recommend!”
“My consultant was very nice & patient, she solved all the QuickBooks problems for me, great service!”
“Out of the box is fantastic – my consultant is highly knowledgeable about QuickBooks and she did a great job explaining how to get what I needed out of QuickBooks! I highly recommend her!”
“They fixed my problem in less than 15 minutes just by repairing the name of my file. Great work!”
“I run a learning center and we needed help with reconciling our Quickbooks and passing our control scan. Out of the Box jumped in with expert advice. They stayed with us to make sure that the scan passed.”
“Excellent–quick, professional and VERY knowledgeable. I highly recommend Out of the Box Tech.”
“I am 100% pleased with the support. I plan to call in the future with any QuickBooks questions. Their reputation is correct. They knows their stuff….the best!”
“Amazing! Amended three years of my accounts: all transactions, distributions, reconciliations, fixed all my problems and did it all in about 2 hours. So happy I dont have to think about this stuff anymore.”
“Out of the box Technology is the best. I have utilized their services for the past 3 years. they offer secure remote login so they can help troubleshoot issues on my computer wihout having to set up an in-person meeting. Great people and great service!”
“Awesome! Answered an early morning call and saved me a day or more of frustration! Was able to diagnose and resolve the issue without hesitation. Very friendly & professional.”
“Having owned my own gallery for three years, I decided it was time to add more structure to the administrative part of my job. I called Out of the Box We covered in a few hours together what would have taken me a few days to accomplish.”
“Very quick to respond and fixed the problem efficiently and quickly. Would definitely use her again.”
“I greatly appreciated the help this morning. Your team took the time to walk us through some issues step by step…like babies (which we needed), and helped to resolve all issues we were having. You guys managed to solve all our issues in 1 hour that we have had trouble with and were waiting on resolution for several months!”
“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 team was great! They got everything straightened out and we were able to successfully get taxes done. I don’t know what i would have done without them. THANK YOU!”
“Out of The Box was extremely helpful and were quick to respond. Solved all my issues and I was off and running. Thank you so much!!!! I will definitely call them again.”
“Steve is easy to work with, informative and knowledgeable about my accounting system. He answered all my questions. When I call his office my request are responded to quickly and accurately. BRG is an essential part of my business success plan.”
“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!”
“Out of the Box Technology was amazing! They answered the call on the first ring, got to the bottom of my problem, connected me with the perfect consultant and I was back in business in go time! Love you guys!”
“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.”
“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.”
“I was pleasantly surprised with the level of service I received. They were not only knowledgable, they also listened to me and made me feel like I could solve the problem. I highly recommend Out of the Box Technology!”
“My first experience with Jacqueline was over the phone. As soon as I explained my situation I knew she was the one to help me. When she started asking me questions I knew right away that she could fix my problem. When she arrived at my place of business she was so professional but she made you feel comfortable. She got down to work and explained everything that she was doing and why. Trust me, she had her hands full with my messup. She fixed my problem. I had such a nice experience with her that I am going to have her come back and teach me more about quick books. During her visit she also taught me different ways of doing things easier in Quick books. My overall experience with Jacqueline was very very satisfied.”
“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.”
“Vicki was wonderful in helping me get the QuickBooks training I didn’t even know I needed! I had to upgrade to a new version of Enterprise and she was able to make sure everything was where it should be as well as prep for the tax year to turn my file into my accountant. She was knowledgeable and taught me things to make my business run faster and smoother. I would definitely recommend her to anyone needing training or technical support with QuickBooks.”
“I really enjoyed taking this class. It was a llot of information to cover, but Denise taught at a great pace and it was easy to understand. She was very helpful in answering questions when I had them. From the morning of the first day, I felt very motivated to learn all about QB that I could. I’m excited to go back to my office and apply what I’ve learned, and to familiarizing myself with “new” preferences and reports. I am also planning on using QB to organize my personal finances, or at least attempt to. I’m also looking forward to using bank feeds. Thank you so much!”
“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 ebs 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!”
“Jessica saved the day with her expert knowledge of QuickBooks and her attention to detail was a key for my company.”
“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.”
“As a “baby” bookkeeper I have been able to learn so much from Denise. She made the class fun and easy to learn. I didn’t know all that you could do in QuickBooks or just how deep it goes. She is very articulate and professional at the same time, creating a relaxed and comfortable environment to learn in. She cares that I succeed, patiently answers questions, and is very encouraging. I feel blessed to have taken this class with Denise.”
“I truly enjoyed learning QuickBooks from Denise. In two days she successfully taught me valuable information about the software that I will be using in both my professional and personal worlds. Denise was fun to be around, which kept me interested throughout the course. She made me want to know more about the subject, and was always willing to answer questions pertaining to all sections of QuickBooks. Her ability to convey her knowledge of the software really helped me understand how to set up my finances for my new business. I would definitely recommend her seminar to anyone who is looking for a better understanding of how QuickBooks works.”
“Denise has incredible knowledge of QuickBooks, which she shares with professional ease, peppered with lively, real life stories. The pace of the class moves along to accommodate all participants without leaving anyone behind, and yet aggressive enough for the more advanced students. Overall, a very good learning experience.”
“Our firm has worked with Denise for going on 13 years. Her knowledge of QuickBooks has allowed us to maintain our accounts payable and receivable in excellent order to provide to our accountant for tax preparation and provide detailed information to clients and vendors. As Denise has provided me, the office manager, training in the program, our need for her services has declined. She now comes in usually two times a year – to get the information in “perfect” order for the accountant and clean up any discrepancies I’ve made with inputting. I would highly recommend Denise and her company. She has provided excellent, professional and custom services to us. Thanks, Denise!!”
“I highly recommend Daily Bookkeeping Services!!! If you have a messy Quickbooks file and need someone to help you clean it up, Daily Bookkeeping Services 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.”
“Lots of great information, hints and shortcuts. Looking forward to utilizing QuickBooks information. Information on software helpful.”
“Great teacher, loved the short cuts, gave great info on all the chapters in the book. Did an awesome job at making sure everyone in the class understands before moving on.”
“For some one that has never used QuickBooks it is a lot to absorb in such a short period of time. Denise does a great job of going over the material and with your book I should be able to use the system. I believe Denise offers a setting that in her future classes will be a great help. I sounds like Denise has a good understanding of her customers and their needs to help them cut down time on putting in information.”
“Denise Loter-Koch is a fantastic QuickBooks teacher. Not only did she present the material very clearly, but she also did so in a fun, engaging and effective way. I went into the seminar knowing next to nothing about QuickBooks and left with a solid over-all understanding of the software. I would highly recommend this class.”
“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!! :)”
“The QuickBooks class was very informative. Denise was very thorough from the basics to the more complicated applications. I really appreciate learning about short-cuts and multiple ways to get around QuickBooks. Also, Denise, and her staff, was very friendly and made sure we were comfortable.”
“At 8:30am on January 21st I knew absolutely nothing about how to operate QuickBooks. Leaving this class I feel confident that I can go back to my office and begin utilizing QuickBooks as it should be. I can already see that it is going to save me so much time. Thank you for your time!”
“First off, Lisa was so pleasant. I asked a lot of questions and she was patient and didn’t think any of my questions were silly or not worthy of being answered. QuickBooks is not something I do everyday so sometimes I don’t know if I’m doing something right but Lisa and her team are always willing to answer my questions. They all go above and beyond to help.”
“Joanne, the consultant from Out Of The Box Technology, was a pleasure to work with and we learned a lot from our short time together. I am hopeful that the time spent with her will make a huge difference in our monthly workflow. Joanne is very knowledgeable and she caught on quickly to our needs. Thank you Joanne and Lisa!
“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!”
“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.”
“I have worked with Jacqueline Dailey for many years, and have no hesitation is recommending her personally and professionally. During the time Ive known Jacqueline; she has worked directly for me during several tax seasons and on special projects and also has worked for several of my clients. Her bookkeeping skills are exceptional. She has worked tirelessly to expand her knowledge of the accounting profession, in addition to the latest software and trends. Jacqueline is extremely organized and hard-working. She holds herself to very high standards and is conscientious and ethical. I sincerely recommend Jacqueline Dailey as a professional bookkeeper and believe she is a valuable addition to any company that utilizes her services.”
“Short cuts were nice to learn but i had a difficult time following. The instructor knows the program very well and she’s good at explaining the reason why were to do it that way.”
“I certainly got my money’s worth. It was very encouraging to find out that QuickBooks can do everything that a contractor needs to track and I do not need to shop for industry-specific software. The depth of Denise’s knowledge about accounting and QuickBooks was amazing. I would be interested in “remote” classes, as I am 300 miles away from the Learning Center.”
“Denise and her staff were very quick to answer EVERY question that I considered tough questions very thorough too. They kept the crowds attention with otherwise boring “accounting stuff” I picked up on key functions that i was frankly unaware quickbooks could do. It’s a bit astonishing how much this software can do for a business + Denise was quick to share the QB-things that didn’t fit well with our industry and suggested options that would”
“Lisa is fabulous! I wish I would have met her three years ago when we started the company. She took my intricate problems and solved them very easily. I worked remotely with Lisa and it was a breeze. Lisa knows her stuff! Our business is running much more efficiently thanks to Lisa.”
“Lisa is fabulous! I wish I would have met her three years ago when we started the company. She took my intricate problems and solved them very easily. 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.”
“I have had the opportunity to work with ebs Associates, Inc., and in particular Denise Loter-Koch for over three years. Denise and her team have provided our common clients with various services ranging from general clean up projects, installation of QuickBooks, general monthly bookkeeping services, financial controller services, and everything in between. As CPAs, we rely on talented bookkeepers to keep the books clean and up to date in order to improve our efficiency. ebs Associates has always done this and more. Its personnel are very detail oriented and take pride in the product they produce. They are wonderful advocates for their clients and truly care about the services they give. ebs Associates has a staff of experienced financial consultants and controllers that have worked in a vast array of industries, including non-profit and government entities. I would feel comfortable referring my clients, of any industry, to ebs Associates. I recommend ebs Associates, Inc. I believe they have the talent and expertise to carry out this project successfully.”
“I have been working with Denise and ebs Associates since August, 2010. ebs Associates provides a range of financial and accounting consulting services to our shared clients, including software implementation and set-up, training, financial controller services, and bookkeeping and project work. I have turned to Denise and her team on multiple occasions to help my clients manage their bookkeeping and accounting, while providing me and others in my firm with accurate financial information we can trust and count on. ebs Associates has a large team of dedicated accounting staff that work hard to produce only the most quality work. I highly recommend Denise Loter-Koch and her team for any project. I believe this group to have the expertise and experience to perform the project and with nothing but stellar results.”
“Before Lisa came to our office we were doing all our record keeping with paper and pencil. It was time to make a change but the thought was overwhelming, where and how to start. I had NO experience with Quickbooks so the change was very scary. People suggested I take classes to learn but I did not have time for classes. I needed someone that could come in and teach me step-by-step, one-on-one what I needed to meet our companies’ specific needs. Lisa did that for me. She made the transition easy. She had me take “baby steps” and encouraged me along the way. She had more faith in my abilities than I did. She is so knowledgeable and skilled and I look forward to our sessions. I would highly recommend Lisa McCarthy to anyone that is looking to learn Quickbooks. She is the best at what she does!”
“I was dead in the water. I had maxed out the number of entries I could do in QuickBooks so I couldn’t create new orders, new customers, new anything. Lisa went into my system, worked her magic and made it possible so that I didn’t have to buy new software. Not only have I been consistently blown away by her QuickBooks expertise but her customer service is outstanding. Lisa was traveling for business at the time, took time to respond immediately and I was back up and running in a couple of hours. Thank you Lisa!”
“I have worked with Vicki since May 2008. She is an invaluable resource and continually thinks outside of the box for solutions to issues not only involving accounting and operations, but marketing and strategic planning as well. She is a true advocate for her clients.”
“Vicki came in and reviewed our QB setup. Made adjustments to the errors that we had created and had some really great recommendations on how to use items, customers & vendors. She cleaned up our payroll liabilities and showed us how to use the due dates for payroll liabilities.”
“Lisa – Out of the Box Technology are just SUPERB. Our “old QB file” was 10 years old – very large – had verify issues. I contacted Lisa 6 months before our fiscal year end. New fiscal year we were to start the new file. Lisa gave me “homework” to do before the launch of new file. Our fiscal ends June 30, Lisa came in June 30, directed how to “fill in” the new file and 7 short hours later we were up and running. Lisa and her staff – QB Pros, Accounting Savy, Stay on the Task, Goal orientated, NO WHINING, I would defintely recommend and use Lisa – Out of the Box Technology again and again.”
“Denise is a talented high energy professional experienced with intuit related products and services. It is a pleasure to work in partnership with her and her team to build the Intuit Solution Provider program to the next level of growth. I am confident clients are in good hands with Denise and ebs Associates.”
“I called Denise Loter, with ebs Associates, 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!”
“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”
“Denise Loter and EBS & Associates are able to customize QuickBooks into a company specific accounting program. Needed financial analysis and reports vary by industry. EBS provides our company with the information we need to be sucessful in our industry. We would recommend Denise Loter and EBS Associates without reservation, they are an integral part of our team and continued sucess.”
“It was great to work with Denise. She know Qbooks inside and out. I have used Qbooks for several years but I was not getting out of it what I could and should. Her and her team of experts came in and set us up for our specific business needs. Our books are much cleaner and our reports we run are actually usefull tools for us to use now.”
“Lisa is client focused, sharp and experienced. She reviewed about 10 business needs that we had in relation to accounting, sales reveiw, commissons, different office P&L’s and price goals and figured out the solution to all our needs in one day. What a gift to look at the results without having to export or do all that manual work and double entry that we were doing with local help before.”
“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.”
“She gave us our first lessons on Quickbooks and we have not looked back since. She keeps up to date on all the products and is very professional. We love her. We would recommend her whole heartedly! After training us we hired her to do our books quarterly. Great Service, always with a smile!”
“Our CPA firm has been working with Denise and her team for over a year now and have found them to be extremely effective in helping our clients get their accounting ready for preparing their tax returns. They also do a good job of assisting the clients in understanding the best ways to use Quickbooks to provide useful information to more efficiently run their businesses.”
“Denise is knowledgeable, dependable and professional. Her assistance with our company’s conversion to Quick Books Enterprise Solutions made the process happen quickly and easily. For the past several years we have continued to rely on her for assistance and support.We have never had a question she couldn’t answer, or a situation she was unable to help with. We trust her judgement implicitly, and we feel fortunate to have such a highly skilled and personable individual helping us with our IT needs.”
“Denise and her team have been helping my CPA practice for about a year. We now refer her ebs team as our first choice when clients have any accounting or book keeping need. We also use them for some of our internal accounting and to reconcile accounts that we enter. They do a great job, are pleasant and efficient. What else do you want?”
“Denise’s personable and professionalism when it comes to accounting is astounding. She paid close attention to every detail that was needed in order to fulfill our needs. If we were to ever need further help with QuickBooks we will definietly be contacting Denise. Thank you Denise for all your hard work and dedication to our needs.”
“Our bank has worked with EBS / Denise for at least 6 years. They are very detailed and prepare good quality financial statements. Our clients have been very pleased with their professionalism and training.”
“Lisa and everyone at Technology in a Box were absolute life savers! In just over a week they had our office running smoothly and took away a ton of stress. We had hired other QB advisors, and they were not very professional or helpful. This made us wary of hiring yet another company to come in and help us make Quickbooks work for our specific needs. Lisa and Christine came in, and then worked with us remotely. They listened to our needs and addressed all of them in a professional and timely manner. Lisa even checked on our office dress code before coming in! I can’t say enough about their professionalism. We are a small business and we were treated like we were their most important client. Every lesson was taught in easy to understand language and the follow up was incredible. If your business needs any kind of tech help, call TIAB for help. We are so glad we did!”
“We had been a QuickBooks user for a number of years but had stopped using Quickbooks Pro for invoicing because it did not have the capacity to handle the volume of records that we required. Lisa introduced us to Enterprise Soultions and helped us set up our invoicing and merge the data from the other program we had been using for invoicing and recievables into Quickbooks. She was very knowledgeable and was a great help in setting up new files, training our staff and streamlining our use of Quickbooks. She even made our accountant happy.”
“When I came to our company the inventory part of Enterprise was not being used properly and no one knew how to use it. Lisa was recommended to me by our accountant and she was the best contact I could have ever made. Lisa and I worked together by telephone. Her attitude and friendliness are a joy and her professionalism and experience worth much more than 5 stars. She helped me cleanup a huge mess, set up the program properly, and worked with me step-by-step so I understood how to use it. And she did not disappear in the end but followed through to make sure all was well. I would tell QuickBook users to call her before anyone else if they want superb service and complete, thorough results. Thank you again Lisa!”
“Lisa and her team did superior work for our company which involved comprehensive industry-specific customization, 3rd party software integration, and the creation of excellent branded reference materials. Ongoing support and response time have been excellent. Lisa and her team are a highly recommended resource.”
“We have been happy clients of Lisa McCarthy for a number of years; and, we continue to be happy clients. She has provided us with the initial service of setting up our QuickBooks, training on the use of Quickbooks, occasional trouble shooting, and further support when needed. She has always been responsive to our needs with professionalism, courtesy, and utmost friendliness. We would hate to be without her services and mostly would hate to be without her personally. Great Gal and Great Service!!!”
“Lisa is a phenominal professional who really knows the QuickBooks system inside and out. She is very friendly and always a joy to work with. She goes the extra mile to explain why things are done the way they are, rather than just saying that’s the way it is, so that you understand accounting concepts even if you aren’t an accountant. She always finds the most efficient method of working in this system and is a fantastic trouble-shooter. She keeps her customers always at the foremost of her mind ans works tirelessly to come up with solutions to whatever problem is at hand. Overall, Lisa McCarthy has been an incalculable asset to our business and is our first line of defense for any QuickBooks related issue. I always look forward to working with her.”
“I’ve worked with Lisa for more than ten years. She has been reliable and is a Quickbooks wizard. She has helped me thru 3 company acquisitions as my business continues to grow. I don’t now how she does it – but she always comes in and picks up right where she left off. It seems as if she knows my business as well as I do! I highly recommend Lisa McCarthy for her deep understanding of business financials and associated use of Quickbooks software.”
“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!”
“Lisa McCarthy was very knowledgable and helpful in all aspects of creating and maintaining our QuickBooks!”