Common Queries, Clear Answers - Explore our FAQs

Answers to Your
QuickBooks Questions

Why should I choose OOTB?

We have 30 years of QuickBooks and accounting experience—and more than 50,000 satisfied clients. Our personalized, local approach (no offshoring) gives our clients the best possible experience and outcome. Finally, our powerful reporting and insights platform makes things easy and enjoyable. But don’t take our word for it. Hear what our clients have to say.

What’s the difference between bookkeeping and accounting?

Bookkeeping refers to the daily and monthly recording of transactions, including maintaining the ledger, supporting payroll, categorizing transactions, etc. Accounting, on the other hand goes more in-depth. Accounting involves reporting on, assessing and leveraging financial information (from regular bookkeeping) to help inform business strategy, create financial models and more.

I’m not sure which plan I need. Can you help?

Yes! If you’re not sure which plan is best for your business, contact us today. We can help assess your needs and recommend the best set of services.

Where are your bookkeepers located?

All of our employees are 100% US based

Who will I be working with every month?

At OOTB, we believe in providing you with a single, consistent team for as long as possible. Other services switch out your bookkeeper regularly, which can cause issues in bookkeeping consistency. Your dedicated team consists of two professionally trained bookkeepers, including one senior bookkeeper who reviews all of your monthly statements. This stability and consistency provides greater value and better outcomes.

Does OOTB provide invoicing, bill payment, payroll, 1099s or inventory management?

Yes. OOTB can help with a variety of ongoing monthly accounting and bookkeeping needs—including invoicing, bill pay, payroll, 1099s, inventory management, and even QuickBooks automated reports. If you don’t see the specific package you need above, let us know—we’ll tailor something to your business.

My books are not up to date. How should I proceed?

Whether you’re months or years behind in bookkeeping, we’ll help (no judgment!). Our fast, skilled QuickBooks clean-up service will get you up to date—and a more accurate view of your financials. So you can move forward with confidence and peace of mind.

I already have an in-house team. How can OOTB help?

Regardless of the size or experience of your in-house team, OOTB can help your business get to the next level with bespoke accounting support. From taking mundane tasks off team members’ plates to helping with advanced training or QuickBooks data challenges, our support is tailored to your business.

Happy Customer Voices

Doing payroll on QuickBooks Online and QuickBooks Payroll has saved me so much time, because it is very intuitive and easy to use.

– Carolina Contreras, CEO/Founder of Miss Rizos

I wish that we had started with QuickBooks the moment we started the business. We would have been on a much better footing.

– Joy Terrell, owner of Powder Beauty Co.

QuickBooks just simplifies things, like getting reports into my account and paying sales tax.

– Scott Klein, owner of JKL Concepts

One big value is going into an audit with reliable data. Another is the time-savings in terms of audit prep. There’s no more pulling data from disparate places. We now can filter and pull reports based on tags. Throw in the immense peace of mind that comes with knowing data is clean for an audit and the value just keeps going up.

-Leslie J, Finance Manager, Graywolf Press.

When everyone has access to current data, it facilitates conversations around budget and what people need. Good data is driving good conversations.

-Robert C, CFO, Sacramento Zoo

Join the thousands of customers who trust Out of the Box, every single month

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