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Growing businesses have a lot of questions when it comes to investing in financial management software. What are the benefits? What are the risks? What will be my return on investment (ROI)? As more mid-market business owners outgrow desktop tools, sour on slapdash solutions, and move on from manual accounting methods, they require answers and…

As a franchisor, it is your responsibility to provide your franchise owners with the resources and tools they need to succeed. One of the most important resources you can offer is franchise performance data. This data can help franchise owners identify areas where they are excelling and areas where they need to improve. However, simply…

A lot of business owners are setting up their businesses to excel in 2023. One way to do this is to convert QuickBooks Desktop to Online products. Some businesses are choosing to upgrade to QuickBooks Desktop Enterprise, while others seek a migration over to QuickBooks Online. For those who choose to migrate from QuickBooks Desktop…

The truth is, many business owners do not truly understand the difference between a bookkeeper and a CPA, so we have decided to help! We have noticed that there seems to be a fair amount of misinformation online about this subject. Because these dissimilar occupations, with different technical skill sets (hired at much different price…

Soon we will all be putting 2022 behind us and driving forward 2023 plans! Needless to say, this will require a decent-sized chunk of time for planning and preparation. And there is no better preventative step to tee up success than preparation! So, to help you with said planning and preparation, we present to you…

Hello world, and welcome to tax preparation season! Form 1099 variations, Balance Sheets that wot balance, and unpaid client bills, oh my! With so many unchecked boxes remaining on your year-end tax preparation list(s), and so little time to check them off, accounting frenzy is afoot. Unsurprisingly, daily tasks, project work to meet or beat…

October is Cybersecurity Awareness Month. We here at Out of the Box Technology take cybersecurity very seriously. Ransomware attacks are the most common attack-type targeting businesses. In fact, 21% of total cyberattacks are caused by ransomware. So, learning how to protect against ransomware attacks is crucial to protect your business from ransomware infection. In this…

Online tools have changed many activities in our lives – communication, collaboration, paying vendors and staff, and receiving income. What is QuickBooks Online? Because so many of our day-to-day tasks can be accomplished online, they get done faster – as if in real time.  QuickBooks Online can bring that same real-time reliability to your business’s…

Year-end may be upon some of you already, so get your accounting tasks guide and checklist ready! Along with year-end comes thoughts of financial preparation, time management, and more stress. Many of our clients have voiced to us, while year-end is important, there are still many other important duties to be fulfilled. So, it is…

Reviewing your finances on a regular basis is critical to ensuring the success of your financial plan. But, how do you know what you should be looking for, and how often should a financial review take place? While it is a good idea to take a look at where you are financially on a consistent…

For the 5th time, we are excited to share the news that Out Of The Box Technology has made the Inc. 5000 list this year! This award recognizes the fastest-growing companies in America, many of which have grown six-fold since 2016 alone. Not only have the companies on the 2021 Inc. 5000 been very competitive within their markets, but…

Solid bookkeeping practice is fundamental, but at times can be overwhelming, even for those in the accounting field. Keeping financial records up-to-date and accurate usually involves a variety of tasks. If you get behind, it can derail your whole financial system, not to mention impact your business. That’s why it’s critical to stay on top…