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Our Team

Where QuickBooks Expertise Meets Financial Savvy

Out of the Box Technology Leadership

We’d like to introduce you to our Out of the Box Technology founders!

Founding Partner & CEO

Denise Loter-Koch

Denise oversees the Admin/Business Development/Marketing division of the company and has built a team of experts that help clients become empowered to manage their finances.

Founding Partner & COO

Lisa McCarthy

Lisa oversees the Accounting + Data Services department and has consulted with thousands of accountants and business owners, developing solutions related to Intuit products/services.

Our Partners at Intuit

Intuit is the leading provider of accounting technology, and our Intuit partners are the best in the business.

Premier Reseller Team Leader

Gina Avila

Sr. Strategic Partnership Manager

Jamie Delveccio

Sr. QuickBooks Payments Account Manager

George Madenian

QuickBooks Payments Account Manager

Marvin Safi

Trusted QuickBooks Advisors

Our team is made up of nearly 60 financial professionals with deep product knowledge and comprehensive accounting expertise. We provide financially informed product expertise to a variety of industries.

Bringing over 500 years of collective experience directly from Intuit, our team’s background is rooted in the fundamentals of QuickBooks. Out of the Box Technology professionals are well-versed in the nuances of each QuickBooks package. Our people come alongside our clients and meet them where they are with QuickBooks, and guide them to gaining a better understanding of the software.

The value we provide clients with goes beyond our QuickBooks product knowledge. At Out of the Box Technology we hire and retain employees who have experience accurately identifying the best holistic financial solutions that are unique to every business. Our team of accounting professionals has the ability to see the big picture, and use their QuickBooks knowledge and financial expertise to ideate comprehensive accounting solutions that drive increased efficiency across the board.

Recognized as an intuit premier reseller and million dollar club member

Over 30 years of professional accounting experience

Included in the 2017 Inc. magazine top 5000 fastest growing companies list

What our clients say.

SauceBox™ Approach

Our trademarked SauceBox™ Approach is a five-step "secret-sauce" recipe to client success.  We start by listening to the client and walking through a methodical approach to finding a solution that fits our client's pain points.  Our goal is to provide the best possible client experience, every single time!

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Discover

Listen to the client and their pain points. 

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Synthesize

Determine the scope of client need(s).

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Solve

Provide a comprehensive solution based on the scope.

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Review

Complete a comprehensive follow-up with the client.

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Revisit

Provide scheduled check-ins to ensure client success.

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