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Browse our latest articles for practical bookkeeping advice, QuickBooks tutorials, and accounting strategies. Discover tips for efficient financial management and stay informed with current updates tailored for modern businesses.
out of the box technology was present for Scaling New Heights in 2019. Our booth featured raffle tickets for cash and prizes.
Out of the Box Technology at Scaling New Heights 2019!

OUT OF THE BOX TECHNOLOGY is thrilled to be attending Scaling New Heights 2019 in Park City, UT this June. Our first major event since the big merger with ebs Associates should prove to be our best one yet! Attendees will have the opportunity to learn about Recur360 powered by OUT OF THE BOX TECHNOLOGY,…

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here is a guide to filing an amended tax return with the irs
Taxes, The Sharing Economy and You

If yove ever used–or provided services for– Uber, Lyft, Airbnb, Etsy, Rover or TaskRabbit, then yore a member of the sharing economy; and it could affect your taxes. But, there is good news: if yove only used these services (not provided them), then thers no need to worry about the tax implications. However, if yove…

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QuickBooks Consulting Services at Out of the Box Technology

Whether you are brand new to using a software package, trying to grow with it, moving away from it or just want it to work best for you, we have a solution for that! Every business evolves with time. With that evolution comes changes in business processes as well as staff. Regardless of what drives…

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this 2 day seminar introduces th essential functions of QuickBooks Desktop to busienss owners and managers. It's designedto cover teh most common day to day tasks encounteredin small busienss. Attendes will receive CPE credits for their attendance.
Seminar on How to Rock QuickBooks® August 7 & August 8, 2019

This seminar has ended, but keep an eye out for more learning opportunities from OUT OF THE BOX TECHNOLOGY! 16 CPE credit hours will be earned for all attendees who participate in both days of the seminar! This 2-day seminar introduces the essential functions of QuickBooks Desktop to business owners and managers.  Designed to cover…

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Good bookkeeping is crucial to the success of your business. But there is more to it than balancing your checkbook. Whether you just want someone to do the data entry for you, or you need everything reconciled, we can do as much or as little of the monthly processing as you require. Since we speak the same language, we can act as the liaison with your tax preparer, ensuring that closing entries are posted and financials tie to tax returns. out of the box technology's Bookkeeping manager will speak about the way we work with clients to ensure a successful relationship when it comes to handling your books. Don't miss this one!
All About Bookkeeping!

Bookkeeping is the foundation of a well-organized financial system, crucial for any business, regardless of size. It involves systematically recording and managing all financial transactions to ensure accurate and comprehensive financial records.

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out of the box technology had some accounting fun at foodlabs detroit
Accounting Fun at FoodLab Detroit

If yore just hearing of Accounting 101: Back to the Basics, it is an interactively fun approach our COO – Lisa McCarthy – devised to help businesses learn the fundamentals of finances, which are crucial for their success.

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the ualified small busienss stock exclusion is sometimes referred to as section 1202. the exclusion of 100% of the gain on the sale or exchange of qualified small business stock acquired after semptember 27 2010 held longer than five years.
What are Tax Breaks I Should Know About, But Don’t?

  As the driving force in today’s economy, small businesses benefit from numerous tax breaks in the tax code. One of these, the Qualified Small Business Stock (QSBS), was made permanent by the PATH Act (Protecting Americans from Tax Hikes Act of 2015). If yore a small business investor, hers what you need to know…

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The insights gained in the teleconference demonstrate Avalara’s continuing commitment to being at the forefront of the, once static, world of Sales Tax. If you are just learning of Sales Tax Nexus, or Wayfair Inc. vs South Dakota, here is a list of previous articles; and a recent webinar we did with Avalara, which you can review at your leisure:
How the Sales Landscape has Changed Over the Past Year

Avalara is back with us again for Technology Tuesday!

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denise loter-koch and isa mccarthy join forces to become the one-stopp elite quickbooks solution provider for all of your bookkeeping and accounting needs
NEWS: Two Top QuickBooks™ Solution Providers Join Forces as One!

Two of the Leading Accounting Technology and Business Service Organizations Merge to Create One-Stop Shop for Bookkeeping, Consulting, Training, and Software Integration. Portland, OR, Release: April 16, 2019. For Immediate Release  

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denise loter-koch and isa mccarthy join forces to become the one-stopp elite quickbooks solution provider for all of your bookkeeping and accounting needs
NEWS: Two Top QuickBooks™ Solution Providers Join Forces as One!

  Two of the Leading Accounting Technology and Business Service Organizations Merge to Create One-Stop Shop for Bookkeeping, Consulting, Training, and Software Integration. Portland, OR, Release: April 16, 2019. For Immediate Release  

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denise loter-koch and isa mccarthy join forces to become the one-stopp elite quickbooks solution provider for all of your bookkeeping and accounting needs
NEWS: Two Top QuickBooks™ Solution Providers Join Forces as One!

  Two of the Leading Accounting Technology and Business Service Organizations Merge to Create One-Stop Shop for Bookkeeping, Consulting, Training, and Software Integration. Portland, OR, Release: April 16, 2019. For Immediate Release  

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Becoming an Out Of The Box Technology Client

Embarking on a journey with Out of the Box as your QuickBooks partner means choosing a path of unparalleled expertise and tailored solutions for your business.

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Naomi Baba

Owner of Shine Wellness Clinic

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.

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