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 & Chief Strategy Officer

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

Strategic Partner Manager

Antonio Martinez

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.

Incredible bookkeeping services

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.
Much appreciated QuickBooks service

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!
Wonderful Recurring Bookkeeping Work

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.
Simply the Best at QuickBooks

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.
Exceptional Franchise Bookkeeping

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
Valuable Partner to our Franchise System

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!!
Franchise Partner we can count on

“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.”
Bookkeeper that is like family now

“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!”
Incredible support for my franchise

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!”
Franchise Bookkeeping & Consulting for QuickBooks

Maha has been excellent throughout the period where she has been responsible for the franchise accounts and I have no hesitation in recommending her!
Franchise, Bookkeeping

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?”
Quick help for our franchise

We can always count on Josh to resolve any problems and with a fast reply. Love OOTB!
Franchise, Bookkeeping

“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.”
They pay for themselves

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 🙂 )
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 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.

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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