What our clients say

We specialize in QuickBooks solutions, data services, and optimizing your business. Let us simplify your financial journey.
Consulting

“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…

Consulting

“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.”

Bookkeeping

“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.”

Bookkeeping/File Cleanup

“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.”

Bookkeeping/File Cleanup

“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…

Consulting

“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 cat thank her enough!!”

Consulting

“Timothy was awesome. He went way beyond the normal level of service to help us out. Big fan of OutOfTheBox!! ve used this company several times and they are hands down the most Quickbooks savvy people ve ever dealt with.”

Bookkeeping/Consulting

“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…

Bookkeeping

“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.”

Bookkeeping/Consulting

“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 dot have an accounting background and the training I receive is not only thorough but given to me with patience. Thank you very…

QuickBooks training for franchisees

We originally trained our franchisees how to use QB and found they did not have the time and we did not receive the financial statements. We finally added a requirement in our Franchise Agreement to use OTB to provide full bookkeeping service to all new franchisees for 1 year. Now the Franchisee and Franchise Business…

Consulting

“EBS is lucky to have Jonathan on their team. He is incredibly knowledgeable and if he doest 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…

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