What our clients say

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

“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…

Bookkeeping

“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.”

Bookkeeping/Consulting

“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.”

Consulting

“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.”

Bookkeeping/Consulting

“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.”

Consulting

“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…

Bookkeeping

“My Expers 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.”

Bookkeeping

“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!”

Consulting

“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.”

Accounting

“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.”

Consulting

“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.”

Consulting

“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.”

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