What our clients say

“Lisa is great. Shs flexible, works in the system we had, and made everything better.”

“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.”

“My Expert has been great to work with and has done an amazing job fixing and updating my company’s financias. 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”

“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.”

“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. Liss…

“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 Liss expertise and will continue to consider her a valuable resource!”

“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. Hs responsive and to the point. I highly recommend Out of the Box Technology!”

“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 didt make me feel like any of my questions were dumb. She is very prompt with…

“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…

“m now helping to run a family business and have taken on the bookkeeping duties, which is completely new to me…so 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…

“My consultant is responsive, smart, helpful and encouraging. she got me up to speed quickly! I highly recommend her.”

“My consultant is very easy to work with–shs knowledgable and intelligent and a very good teacher. She showed me how to input a yeas worth of data, reconcile the bank statement, and create accounts, analyze reports to make sure they were accurate and provided the required information.”