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Year End Review

What's Included?

As we come to the end of yet another fiscal year, and approach the start of a new tax season, Out Of The Box Technology is recommending that our clients take time to schedule a year-end review with their respective Financial Controller. Depending on your needs, this review can be done over the phone, via email or in person.

Our year-end reviews typically cover, but are not limited to:

  • General Ledger Review
  • Budget Analysis & Planning
  • Tax Prep & Plan for 1099s & W2s
  • Review Insurance Policies, Leases & Loan Documents

We can review your business services and save you $$$.

Payroll Solutions – If you’re currently using a third-party payroll provider like ADP or Paychex, we may be able to offer you a time and money-saving solution. With options developed and designed to work with the QuickBooks® accounting software you already use, you could be paying less and eliminating double entry issues.

Merchant Services – Do you know if you’re currently paying too much for merchant processing services? If you haven’t shopped around in a while, let us know. We work with some of the largest credit card processing providers to get you the lowest rates available on the merchant and payment solutions you need to run your business.

Software Upgrades –  Armed with a complete arsenal of apps, integrations, and add-ons, your Out Of The Box Technology Financial controller can help you implement some of the latest technology designed to help businesses just like yours. During your consultation, let us know what the bottlenecks at your business are. Chances are, there’s a solution out there for your specific issue.

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