Out Of The Box, Here Are Your Articles for Tuesday, July 12, 2016
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Saved Articles

  • Meet QuickBooks Consultant Elizabeth Holt

    How lucky is QuickBooks consultant Elizabeth Holt to live in one of the most beautiful places in the US – Charleston, SC! And how lucky are we to have Elizabeth as one of our team members assisting clients with QuickBooks set up and training! Elizabeth exudes southern charm – that’s one of the reasons why we and our clients enjoy working with her so much! Read more about Elizabeth in our Full Article.

    Saved on 06-19-2019 - Remove
  • Estate Planning Is NOT Just for the Wealthy

    There's a common perception that estate planning is only for those with vast wealth. But that's wrong. Click through to get a deeper understanding of the importance of planning for even modest estates.

    Saved on 06-19-2019 - Remove
  • Is This Your Situation? "I Need to Get More LinkedIn Connections"

    We all know that having a personal LinkedIn profile and one for your business is essential to your social media goals. But merely setting up profiles and forgetting they exists won't help your efforts. There are some relatively simple things you can do to make your pages more interesting to your LinkedIn community. Click through for six strategies that will jump start the process to increasing your LinkedIn connections.

    Saved on 06-18-2019 - Remove
  • Local Entertainment And Events Calendar

    You’ll always know where the fun’s going on with our interactive local events calendar featuring social sharing, images, videos and ticket links. Click through to see what's happening or to add your own local events.

    Saved on 06-18-2019 - Remove
  • What’s New in QuickBooks 2017!

    The launch of QuickBooks 2017 is just around the corner so we can start sharing some of the new features with you! There are too many to share in one article, so we’re going to split them up. In this article learn about some of the top new features in QuickBooks Enterprise 2017.

    Saved on 06-18-2019 - Remove
  • New Pension Plan Limitations Announced

    The IRS is taking into account cost-of-living adjustments on pension plans and other retirement-related accounts for tax year 2017. Click through for some good news for many who want to put away a little more.

    Saved on 06-18-2019 - Remove
  • Passwords: Making Them Hard to Crack

    Consider all the passwords you use, in your personal and business lives. Passwords secure all the resources on your computer and phone -- your email and important online accounts. Click through to learn how to choose strong passwords.

    Saved on 06-18-2019 - Remove
  • Excel Spreadsheet Tip!

    It's another trick many Excel users don't know about: using Excel to extract website addresses from email addresses. Click through to learn how this helpful shortcut saves time in CRM tasks.

    Saved on 06-18-2019 - Remove
  • Franchise Services

    Out Of The Box Technology offers accounting, IT, and marketing related services to franchisors and franchisees. These include QuickBooks, mobile APPS, convention APPS, IT support. Some of our clients include Two Men And A Truck, Little Caesars Pizza, DreamMaker Bath and Kitchen and many, many more. Read our Full Article to find out how we can help your franchise.

    Saved on 06-18-2019 - Remove
  • Caring for a Sick QuickBooks File

    Can we be honest here? Was this past tax deadline a nightmare because your QuickBooks file was mess? Well, it’s okay to say “yes” to that question. Happens to a lot of business owners. The good news is, there’s a solution! It’s called a QuickBooks Checkup. Read on. You’re going to love having a handle on your financials!

    Saved on 06-18-2019 - Remove
  • Homesharing for Seniors

    Today there are many options for senior housing. Consider intergenerational co-housing villages for folks who want to live with all age groups. Click through to learn about balancing a desire for privacy with a need for companionship and support.

    Saved on 06-18-2019 - Remove
  • What to Take Out of Employees' Paychecks

    Employers are ultimately responsible for withholding taxes from their employees' wages. Therefore, it's important to understand which payroll taxes your employees should pay. Click through to discover the many different types of employee payroll taxes.

    Saved on 06-18-2019 - Remove
  • Alert: QuickBooks Desktop For Mac

    Recent news about QuickBooks for Mac - Intuit is not going to release a 2017 version. Intuit says more Mac users are switching to QuickBooks Online so the demand for the software is down. Read our full article for more information and what options you have as a Mac user.

    Saved on 06-18-2019 - Remove
  • Is This Your Situation? "I Need to Snowball My Lead Gen Efforts"

    Let’s face it. Many of your leads will be generated by word of mouth and referral source connections, but that doesn’t mean that your lead generation should be a passive effort. As a professional, you understand that putting a small amount of force behind a worthwhile initiative can help that effort gain momentum. The same can be said for your lead generation strategies. Click through to find out how a little extra push can create a snowball effect.

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  • The 7 Characters and 7-Letter-Word That Can't be Used in Excel Worksheet Names

    There are some naming conventions you have to follow in Excel. These are little-known rules but they can cause a lot of headaches. Click through to keep yourself from suffering needless frustration as you try to name your files.

    Saved on 06-18-2019 - Remove
  • Facing Problems in a Family-Owned Business

    So many of our clients are family-owned businesses and we've learned there can sometimes be special circumstances when it comes to managing relatives. Click through to learn how to address these.

    Saved on 06-18-2019 - Remove
  • New Year’s Resolution – Hire a Bookkeeper

    Lose weight. Check.
    Exercise. Check.
    Hire a bookkeeper for my business. Check!
    Yes, even your business needs a New Year’s resolution. Hiring a bookkeeper will help you save time, make you more efficient and allow you to focus on what you do best. Out Of The Box Technology can help. Click our Full Article to read more.

    Saved on 06-18-2019 - Remove
  • Stop paying more than you have to for QuickBooks Online!

    If you are a QuickBooks Online user, we want to make sure you're not paying too much for your software. Click through to the story and read how we offer great savings on QuickBooks Online - and all Intuit products. 

    Saved on 06-18-2019 - Remove
  • Is This Your Situation? Need to Replace Bad or Unprofitable Client Engagements

    When you sit down to evaluate your firm’s goals, you may be considering planned turnover. Ridding your firm of unsuitable clients can free up resources and position you for greater success with your core clients. However, firms may lose roughly 5% annually from planned turnover. Read the Full Article to learn how to replace your worst clients with more profitable engagements.

    Saved on 06-18-2019 - Remove
  • Government Makes Tax-Related Inflation Adjustments

    We're just on the cusp of 2017, and it's already time to think ahead to 2018. Wise taxpayers will take these changes into account now, as part of their financial plans. Click through to see what may affect you.

    Saved on 06-17-2019 - Remove
  • Is This Your Situation? My Business Isn't Growing Fast Enough

    Many businesses encounter a lull in sales and periods of stagnant growth. There are ways around this, however. Click through for proven methods that will help your business grow quickly.

    Saved on 06-17-2019 - Remove
  • When You Should Take Social Security

    It's tempting when you reach your 60s to dip into Social Security as soon as you're able, but it may not be the best choice. Click through to learn more about timing your payments.

    Saved on 06-17-2019 - Remove
  • Out Of The Box Technology Careers

    Out Of The Box Technology is growing! We are looking for candidates in our Bookkeeping and Programming departments. Click on our Full Article to learn about these opportunities.

    Saved on 06-17-2019 - Remove
  • Is This Your Situation? "I Need More Inspiration For Marketing Articles..."

    What will fill your marketing editorial calendar in the months ahead? It can be daunting to lay out writing assignments for your marketing efforts, but it does not have to be. With a bit of forethought and planning, you can tap into writing inspiration on a regular basis. Read through for some tips.

    Saved on 06-16-2019 - Remove
  • Is This Your Situation? - Partners and Staff Are Not Bringing In Enough New Business

    Looking to generate some growth in your firm without having to acquire or merge with another company? Click through to learn some industry tips for creating growth that starts with your partners and staff.

    Saved on 06-16-2019 - Remove
  • Is This Your Situation? "I Need to Get My Head Around Social Media Marketing Strategies..."

    Whether or not your business has an active social media presence, you probably understand the potential power of social networking. Click through for three simple tips that will help your firm get on the road to building a consistent social media presence.

    Saved on 06-15-2019 - Remove
  • Time to Put Your PC Out to Pasture?

    Being a full-service IT company, Out Of The Box Technology understands that desktops, laptops, monitors and other computer components don't have an unlimited lifetime. Click through to learn when to replace them.

    Saved on 06-14-2019 - Remove
  • San Jose, Here We Come!

    Next week, Out Of The Box Technology heads to San Jose, CA for QuickBooks Connect and the Intuit Reseller Program Dream Big Meeting. We’re going to be immersed in everything QuickBooks and debuting one of our new products. Click Full Article to read more.

    Saved on 06-14-2019 - Remove
  • Is This Your Situation: You're Overwhelmed Entering Data

    You're tired of wasting time and money manually entering hundreds of transactions into QuickBooks. Click through for some suggestions on greatly reducing the hours spent keyboarding.

    Saved on 06-14-2019 - Remove
  • Website Updates

    If you haven’t taken a look at the Out Of The Box Technology website lately, take a few minutes to look again. We’ve got some pretty neat updates – a new blog/event area and a spot where you can get the latest pricing on QuickBooks software. Oh, and we can fix up your website too! Click through to read more. 

    Saved on 06-14-2019 - Remove
  • Interactive Touch Displays

    Step up the interior of your business or turn up the technology at your next conference. Take a look at (and feel free to handle) our new Interactive Touch Display offerings. These are so cool! Read our Full Article to learn more.

    Saved on 06-13-2019 - Remove
  • 6 Inspiring TedTalks to Watch Today

    Educating yourself about human emotions and body language is a great way to get more in touch with yourself. Click through to browse this list of thought-provoking TedTalks to feel inspired today.

    Saved on 06-13-2019 - Remove
  • Recur360 Resolution

    It's the new year and we want to make sure you know about our new app called Recur360. This is THE answer for businesses who have recurring transaction issues - and it integrates with QuickBooks! Read more in our Full Article.

    Saved on 06-13-2019 - Remove
  • Is This Your Situation? I Need Help Driving Traffic to a New Niche Practice Area

    You know that capturing new markets is an excellent way to grow. Perhaps you have a talented team, but now you need the clients to create a thriving niche. Breaking into new industries is a difficult process, but you have to start somewhere. The most direct approach is to create meaningful meetings with your prospects one at a time and let the momentum begin. Click through for steps to creating new opportunities and sales within new industries.

    Saved on 06-13-2019 - Remove
  • What’s New in QuickBooks Online

    In recent newsletters we’ve shown you the new features in the desktop versions of QuickBooks 2017. There are changes as well for QuickBooks Online. However, these changes are designed for first-time users of QuickBooks Online. Intuit is making it a priority that small business owners using QuickBooks Online for the first time have an easier time of starting, using and staying on the software. Read our Full Article to learn more.  

    Saved on 06-13-2019 - Remove
  • It Pays for Construction Companies to Know Section 179

    You have a great opportunity to save on taxes — if you can navigate the complex rules. Click through for an introduction to Section 179 and how you can put it to use.

    Saved on 06-12-2019 - Remove
  • 2019 QuickBooks Enterprise – New Features

    2019 QuickBooks Enterprise is out and the new features makes it the easiest and most powerful QuickBooks Desktop Enterprise, ever! Not sure if you want to upgrade yet? You may after reading this. 

    Saved on 06-12-2019 - Remove
  • When is it time for Custom QuickBooks Reporting?

    Sometimes numbers can be just too overwhelming for a business owner. How much money is in the bank? How much money do we owe? How many inventory items do we have? How many need to be shipped? The good news is there’s a way to gain control by understanding reporting in QuickBooks, particularly Enhanced Custom Reporting. That’s the subject of our next Technology Tuesdays. 

    Saved on 06-12-2019 - Remove
  • Is This Your Situation: Travel and Expense Recording Out of Control

    All of the documentation from a business trip can be a major hassle for traveling employees and the accounting staff back at the home office. Click through to learn how to use QuickBooks to streamline this process.

    Saved on 06-11-2019 - Remove
  • Upgrade your 2017 QuickBooks

    If you’re an Enterprise user and eligible for a QuickBooks 2017 upgrade, now’s the time to do it. Read our Full Article on why it’s a good idea to have an IT professional (such as someone from our staff) do the upgrade for you.

    Saved on 06-10-2019 - Remove
  • New QuickBooks and the New Year

    Starting a new QuickBooks database can be compared to building a house. A good set of plans is a must! If you're thinking of starting a new QuickBooks database in 2017 or thinking of moving off a different software to QuickBooks, it's not too early to get started. Read our Full Article to learn how Out Of The Box Technology can help you kick off the project so you’re finished in time for the new year.

    Saved on 06-10-2019 - Remove
  • We have to Share this Story!

    Because we consult on financials and processes of small and medium sized businesses, our clients look very closely at our work. And they should! Well, recently we received an email from a client who never thought he'd get help for what he described as a very "complex" QuickBooks issue. But he did with Out Of The Box Technology.

    Saved on 06-10-2019 - Remove
  • Know All About Your Miscellaneous Deductions

    Miscellaneous itemized deductions are deductible only if they exceed 2 percent of your adjusted gross income. You need to make sure that these deductions are ordinary, necessary and reasonable in amount, says the IRS. Click through to get specific details.

    Saved on 06-09-2019 - Remove
  • Is This Your Situation? "I Need Some Key Metrics That Will Help Me Grow My Email Marketing Efforts..."

    Business people prefer to stay in touch via email rather than social media. This puts a lot of pressure on you to craft an email newsletter that appeals to customers and also helps you grow your business. Click through to discover some key metrics that will help you monitor your efforts and generating more new business.

    Saved on 06-09-2019 - Remove
  • Special Video Report: Are Health Savings Accounts Right for You?

    Health savings accounts can be a helpful way to help manage healthcare costs, in conjunction with traditional insurance plans. The trick is knowing how they work. Click Full Article below for a video that explains some of the key details.

    Saved on 06-09-2019 - Remove
  • A Tax Essential: the Percentage-Withholding Method

    The IRS has developed multiple methods that employers may use to withhold federal income tax from employees' wages. One of those methods is done on a percentage basis. Click through for insights into the percentage-withholding formula.

    Saved on 06-09-2019 - Remove
  • CPA Firms - use our QuickBooks Expertise!

    Out Of The Box Technology gets calls every week from CPAs who have clients needing QuickBooks help. Face it – it’s difficult for CPA firms to know every tax detail AND have the understanding of QuickBooks that we do. Read our Full Article and learn how some CPA firms have used our QuickBooks and IT related services to better their clients' business performance.

    Saved on 06-09-2019 - Remove
  • The Future of Work: Digital Transformation

    Digital transformation is impacting all aspects of our lives. The typical office worker is becoming a thing of the past. Click through to discover the future of work and your place in it.

    Saved on 06-09-2019 - Remove
  • Wow! Great Savings on QuickBooks Point of Sale Desktop

    Are you a QuickBooks Point of Sale user? Or thinking about the software? Now’s a great time to buy! Intuit is offering a 70% discount on software and 70% off EMV hardware. Click our Full Article to read more.

    Saved on 06-08-2019 - Remove
  • Recordkeeping Rules for Your Manufacturing Company

    Recordkeeping isn’t simple for any industry, but it is particularly crucial for your manufacturing company. Click through to learn more about how to properly follow recordkeeping rules, to better run your company and remain compliant with rules and regulations.

    Saved on 06-08-2019 - Remove
  • Recur360

    Are you ready to revolutionize your workflow? Out Of the Box Technology has developed an APP called Recur360. It's our answer for small businesses that have recurring invoicing and payment processing needs. Read more about it in our Full Article and see how you can sign up for a free demo.

    Saved on 06-07-2019 - Remove
  • Is This Your Situation? My Newsletter is Not Generating Any New Business

    Why do all businesses, no matter what the industry, need newsletters? It's one of the most effective ways to foster relationships with new and existing clients, makes you look like an industry leader and is a proven method to garner interest in your business. Click through to learn why your newsletters may not be generating any new business.

    Saved on 06-06-2019 - Remove
  • Silver, Gold, Platinum Enterprise

    Do you know the difference between the Silver, Gold, and Platinum tiers of QuickBooks Enterprise? Many clients new to the software or who are upgrading from older versions don’t. Each tier has its own set of features and we’re here to explain them. Read our Full Article to learn more.

    Saved on 06-06-2019 - Remove
  • Watch Recur360!

    Recur360 is our web-based platform that automatically generates invoices and payments and integrates with QuickBooks. Click through to our Full Article where you can see what we mean!

    Saved on 06-06-2019 - Remove
  • What Is the Path to Profitability?

    Are you concerned about your profitability? Sometimes you have to look in new directions to improve your business. Click through for some insights into the analysis you should be doing to take your business to the next level.

    Saved on 06-04-2019 - Remove
  • Is This Your Situation: Worried About Your Withholding

    The IRS has been sending out a stream of notices advising employees to check their tax withholding in the wake of the tax reform package passed late in 2017. Click through for some insights into what you should be doing.

    Saved on 06-04-2019 - Remove
  • Is This Your Situation: Trying to Search in QuickBooks Online

    QuickBooks can take care of a huge amount of data, but sometimes the trick is finding it all. Fortunately, you can locate what you need, if you have the techniques down. Click through for an introduction to searching in QuickBooks.

    Saved on 06-04-2019 - Remove
  • Here's Help for an Excel Spreadsheet Issue

    What is "Protected View" in Excel? It's a useful feature, but for many, it's also an annoyance. What exactly does this feature do and how can you work with it? Click through for some tips on this little-understood aspect of Excel.

    Saved on 06-04-2019 - Remove
  • Accounting can be fun!

    Accountants and CPAs – looking for an event to offer your clients? Business owners – looking for a fun way to teach accounting to your staff? Here's your answer - Accounting 101: Back to the Basics. We recently taught a session to a Detroit area food organization and just look at how much fun the participants are having! Click through to read more. 

    Saved on 06-03-2019 - Remove
  • News For All Business Owners

    Just making sure you are aware of important changes the IRS made to W-2 and 1099 filing deadlines! Get your pen ready to mark your calendars as you read through to our Full Article.  

    Saved on 06-02-2019 - Remove
  • Social Security Taxes: The Basics Heading into 2017

    Social Security may be universal, but not every employer knows the details or is aware of its essential responsibilities. Click through for an introduction to key facts on Social Security and what you must do for your employees.

    Saved on 06-02-2019 - Remove
  • Reminder! Recur360 Demo this Week!

    What’s Recur360? It’s our solution to your recurring transactions issues. Recur360 automates the email delivery of unpaid invoices to customers, the processing of customer payments (via credit card or electronic transfer), and the emailing of collection notices on delinquent balances. And it fully integrates with QuickBooks Online and QuickBooks Desktop versions. Click our Full Article to read more and to get signed up for the demo.

    Saved on 06-01-2019 - Remove
  • Is This Your Situation? Worried About Replacing Lost Clients

    Firms typically lose 8% to 15% of their clients per year due to a variety of reasons. Clients sell their businesses, merge with others, go out of business, or simply decide to move on to other firms. There needs to be a strategy, even for firms that are not aggressively seeking growth, to replace natural attrition. Read the Full Article for more information that can help your firm replace lost clients.

    Saved on 05-31-2019 - Remove
  • Handling Taxes for Employees Who Are Not Regular

    Taxes may be pretty straightforward for your year-round 9-5 employees. But what about those who are part-time? Or seasonal? There are special rules. Click through to learn how to handle taxes for this group.

    Saved on 05-30-2019 - Remove
  • Is This Your Situation? "I Need My Lead Generation Campaigns to Work Smarter, Not Harder"

    "Any old thing" is bad. Take a tactical approach to outsourcing your marketing and evaluate its bearing on your success. Your strategies should work for you – cohesively. Click through to learn more.

    Saved on 05-30-2019 - Remove
  • Out Of The Box Technology Invited to Chase Bank Events

    Small business was the focus of recent events coordinated by Chase Bank and Intuit. The two financial power houses gave business owners an opportunity to meet companies that could help them stay on track with their money. Out Of The Box Technology was invited to participate. 

    Saved on 05-30-2019 - Remove
  • Should your Staff Work Remotely?

    Lots of pros and cons about having your staff work remotely. Tsheets - an Intuit time tracking solution - surveyed 500 workers on their thoughts about telecommuting. Click through to read their insights. 

    Saved on 05-30-2019 - Remove
  • Meet our Intuit Contacts

    Did you know, that because Out Of The Box Technology is an Intuit Premier Reseller, YOU have a direct line to decision makers at Intuit? Every day we are in touch with these representatives who assist us with software orders, software add ons and, well, anything related to QuickBooks. Read through to our Full Article and meet all our Intuit reps who may someday end up helping you!

    Saved on 05-30-2019 - Remove
  • Hey! QuickBooks isn't helping like I thought it would!

    QuickBooks software has helped streamline processes for millions of businesses over the years. But users have to remember that QuickBooks does not do everything! Click through to learn about helpful QuickBooks add-ons.  

    Saved on 05-26-2019 - Remove
  • Employee Spotlight - Donna Tenbusch

    She loves to run. She loves her dog Roxie. And she loves the hundreds of people she talks to each week at Out Of The Box Technology. Read our Full Article to learn more about Donna Tenbusch. Donna makes it a #1 priority that small business owners who call us get listened to and get help with whatever QuickBooks or IT issue they are dealing with.

    Saved on 04-05-2019 - Remove
  • Is This Your Situation: Employees Are Having a Romance

    Sweetest Day was recently celebrated this month so it's a good time to talk about office romance. If there are romances blooming at your place of business, did you know company policies are a lot stricter now than they were even 10 years ago? Click through to find out how your company should handle this, and whether you should be worried.

    Saved on 04-05-2019 - Remove
  • QuickBooks 2014 Users – Understanding Intuit’s Sunset Policy

    We are getting a lot of calls during this time of year from users of QuickBooks 2014. Intuit is sending messages about its “Sunset Policy” or QuickBooks Desktop Service Discontinuation. Click on the article so we can better explain it to you.

    Saved on 04-02-2019 - Remove
  • How Do You Research Salary Rates?

    Whether you're running a company or working for one, you want to know what the market rate is for people with a specific skill set and experience in a particular region. Click through to powershift your salary rate research chops.

    Saved on 04-02-2019 - Remove
  • Living Wills: Everybody Should Have One

    It's hard to contemplate, but there may come a time in your life when you can't make decisions for yourself. That's what a living will is for. Click through to find out how these work and why you need one.

    Saved on 04-02-2019 - Remove
  • Worried About Fraud in Your Business? We can Help!

    Sadly, there aren't many aspects of life, including a small business, where we don't have to worry about fraud at all. Click through to learn some ways you can prevent fraud in your company and how Out Of The Box Technology can help.

    Saved on 04-02-2019 - Remove
  • Is This Your Situation? Need to Replace Nonrecurring Engagements with New Business

    It is reasonable to estimate about 10% of a firm’s business could be comprised of nonrecurring consulting jobs and tax audit engagements. Read the Full Article to learn how accounting firms can develop strategies to replace one-time, non-recurring engagements with new business.

    Saved on 04-02-2019 - Remove
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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