Jennifer, Here Are Your Articles for Wednesday, November 30, 2016
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Saved Articles

  • Need to Streamline Payroll?

    Our next Technology Tuesdays features Rowena Lott, Intuit’s Strategic Territory Payroll Account Manager, who will show you what you can do to achieve streamlined payroll processes and solutions. Read the article to register for this free webinar. 

    Saved on 11-17-2019 - Remove
  • Do a Paycheck Checkup

    Especially in the wake of tax reform, some taxpayers could find themselves owing the IRS if they don't adjust their tax withholding. Click through so you won't have sticker shock when you file your return.

    Saved on 11-17-2019 - 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 11-16-2019 - Remove
  • Sales Tax - A Look Back at 2018 and What’s Ahead for 2019

    Sales Tax – wow, did it make news in 2018 and it’s only going to rev up in 2019! Our friends and sales tax pros at Avalara take over our next Technology Tuesdays and they'll review sales tax changes that happened last year and what you can expect (and how to react) in ’19. Lots of news you need to know!

    Saved on 11-16-2019 - Remove
  • Accounting Fun at FoodLab Detroit

    Seriously! We know how to make accounting fun! Read the article to learn more about our Accounting 101: Back to the Basics session we conducted for FoodLab Detroit last month. OUT OF THE BOX TECHNOLOGY team member Deion Stromenger led the session with Bookkeeping Manager Sharon Horger and Bookkeeper Sureah Holcomb helping out too. 

    Saved on 11-16-2019 - Remove
  • When It's Not Enough to Back Up Your Computer

    You may have the best backup plan in the world. Click the full article right below here to learn why that may not be enough, what you can do about it, and how Out Of The Box Technology can help.

    Saved on 11-15-2019 - Remove
  • International Franchise Association 2019

    Happy to see so many at the 2019 International Franchise Association convention in Las Vegas! If you are a franchise team member and you don't know what we do in the franchise space, read this article! You really have to know about our royalty solution.

    Saved on 11-15-2019 - Remove
  • How fun was your 4th?

    Was it sparkly? Hope so! How about fun? Well for the OUT OF THE BOX TECHNOLOGY team, the long holiday weekend provided memories that will last a lifetime. Click through the article to take a peak at how some of us spent holiday. 

    Saved on 11-15-2019 - Remove
  • IRS Issues Draft of New Form W-4

    The new Form W-4 is very different from the current one, but it isn't final yet. More changes may come before the final version is rolled out later this year. Click through for an overview of what employers and employees will likely face in the future.

    Saved on 11-14-2019 - Remove
  • Out Of The Box Technology continues to Grow!

    To say 2019 has been crazy is an understatement! Right now we’re smack in the middle of tax time but before we got busy with that, we began our year with an acquisition! In fact, we’ve been SO busy, we haven’t had a chance to tell you about it until now. Dailey Bookkeeping Services is now part of Out Of The Box Technology. And we’re so glad to have its owner, Jaqueline Dailey, and her staff on board with us!

    Saved on 11-13-2019 - Remove
  • Upcoming Demo - Sales Analysis in QuickBooks

    We have a demo scheduled for Thursday, August 11, showing you our solution for better sales analysis in QuickBooks. Read our Full Article to learn how to sign up and more about what you’ll see.

    Saved on 11-13-2019 - Remove
  • The Ins and Outs of Virtual Offices

    A significant proportion of your workers use technology to perform their jobs from home. Click through to see how virtual offices blend home and work to gain efficiencies that benefit both employer and employee.

    Saved on 11-13-2019 - Remove
  • Getting Better Sales Analysis in QuickBooks

    QuickBooks users input data into their file usually daily, but what happens after that? Wouldn’t it be great to have a way to use that data to analyze sales? Out Of The Box Technology offers a solution. Click our Full Article to read more.

    Saved on 11-13-2019 - Remove
  • Welcome to our New Newsletter!

    We are as excited as this gal to hear about the new Out Of The Box Technology newsletter! We'll be offering you tips and articles on all the services we provide as well as news that small to medium sized businesses will find really beneficial to their success. Click our Full Article to learn what we’ll have in upcoming newsletters.

    Saved on 11-13-2019 - Remove
  • Is This Your Situation: QuickBooks Reconciliation Balance Doesn’t Match My Bank Statement

    Whether it’s off by a penny or by several hundred dollars, if the QuickBooks beginning balance doesn’t match your bank statement's beginning balance, it’s a problem. The sooner you find and fix the issue, the better. Click through to learn how to resolve this matter.

    Saved on 11-13-2019 - Remove
  • QuickBooks Software on Sale!

    Who doesn't love to save money? That's why we always want to keep you up to date on promotions Intuit may be running on software. Click through to the article to see what money savings there is!

    Saved on 11-13-2019 - 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 11-12-2019 - 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 11-12-2019 - 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 11-12-2019 - 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 11-12-2019 - 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 11-12-2019 - Remove
  • Tax Calendar for the Rest of 2017

    Although April 15 is the most famous, there are plenty of other tax deadlines both businesses and individuals need to know. Click through for an annotated list of taxes to be paid between July 1 and Dec. 31.

    Saved on 11-12-2019 - 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 11-12-2019 - Remove
  • Save Money on QuickBooks Enterprise

    We all love to save money! Here’s way to save cash on QuickBooks Enterprise. It’s a “Trade In/Trade Up” promo. 

    Saved on 11-12-2019 - Remove
  • Welcome to our newsletter!

    From the OUT OF THE BOX TECHNOLOGY Leadership Team --- don't miss our next Technology Tuesdays on QuickBooks 2020! Get the details below in the newsletter but if you did miss our most recent webinar on fighting fraud in your business, don't worry. Read our Welcome Message to learn where you can watch the recording at your leisure. And we recently hosted some very special visitors to our Oregon office. 

    Saved on 11-11-2019 - Remove
  • Understanding Sales Tax in the Post-Wayfair World

    If your business operates in two or more taxing jurisdictions, the Supreme Court’s decision in South Dakota v. Wayfair applies to you. Click through to learn the basics of collecting and reporting sales tax today.

    Saved on 11-11-2019 - Remove
  • QuickBooks Online Usage Limits

    Did you see the news about QuickBooks Online no longer supporting accounts that exceed usage limits? If not, here’s what’s happening. 

    Saved on 11-11-2019 - Remove
  • Look who got a shout out!

    OUT OF THE BOX TECHNOLOGY’S Dawn Brolin was named an influencer in the accounting and technology arenas. Read more about her recognition by clicking through the article. 


    Saved on 11-11-2019 - Remove
  • Make PDFs the Quick and Easy Way

    The portable display format, better known as PDF, has long been the standard for creating documents that can be used across all platforms. Click through for some tips on creating PDFs without a lot of effort or cost.

    Saved on 11-11-2019 - Remove
  • Estate Planning for Those Under 40

    Estate planning is not a topic you should put off until you're ready to retire. The earlier you start, the better off your family will be if something unforeseen happens. Click through to learn why you're never too young for estate planning.

    Saved on 11-11-2019 - Remove
  • IRS Warnings About Payroll Scams

    Human resources and payroll departments lacking strong internal controls are vulnerable to cybercrimes. This is not just a tax-season problem. Click through for IRS warnings on HR and payroll tax scams even as the 2020 tax season is on the horizon.

    Saved on 11-11-2019 - Remove
  • IRS on Instagram

    Who do you follow on Instagram? Add the IRS to your list! With so much news coming out of our nation’s capital these days, you might as well learn first hand what’s happening with the IRS.

    Saved on 11-10-2019 - Remove
  • What's Up with Excel's Goal Seek Feature

    This is one of the features that really make Excel worth every penny! Click through for a quick lesson in how Excel can turn a hunt-and-peck system for making a series of formulas work into an elegant solution.

    Saved on 11-10-2019 - 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 11-10-2019 - Remove
  • Didn’t make the Bookkeeping Tech Tuesdays? No Worries!

    Did you know we record ALL of our Technology Tuesdays? Yes, we do! While it’d be great to join these free webinars live so you can ask any questions you might have, the knowledge base is yours whenever you want it! Our last Tech Tuesdays was on our bookkeeping services, the next is about managing your staff email signatures. Click the article to learn more. 

    Saved on 11-10-2019 - Remove
  • We haven’t talked about this in a while…

    ...but you’re going to be learning a lot more about Recur360 in our upcoming newsletters. Recur360 is the solution we developed to help you with recurring invoicing, payments, and collections. If that’s a huge pain point in your process, then let us show you what Recur360 is all about. 

    Saved on 11-10-2019 - 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 11-09-2019 - Remove
  • Noncompete Agreements: What's the Deal?

    Noncompete agreements are designed to keep confidential business information safe, and in this infotech world, that's essential. Click through to find out exactly what these entail and what they mean for someone's future employment prospects.

    Saved on 11-09-2019 - Remove
  • Abacus Maximus and DreamMaker Bath & Kitchen Reunion

    Going to so many events as we have lately just gives us more time to reconnect with business associates - many of whom we've gotten to know like family. We got powered up at Abacus Maximus and celebrated with our franchise client DreamMaker Bath & Kitchen. 

    Saved on 11-09-2019 - Remove
  • Cheers for Out Of The Box Technology Bookkeepers!

    Bookkeepers around the world are being celebrated this month during Global Bookkeeping Week and that includes our awesome bookkeeping staff. Read our Full Article where you’ll learn about our bookkeeping services and how our bookkeeping staff just loves to keep our clients up to date with their financials.

    Saved on 11-09-2019 - Remove
  • Is This Your Situation? "I'd Like to Improve the Look of My Email Newsletter..."

    Just as aesthetics in art can draw the attention of an individual, so can the design of an email. In both cases, an individual is drawn in to what the artist or email marketer is offering because the visual appeal has piqued their interest. Click through to learn how to bring a little art into your marketing.

    Saved on 11-08-2019 - Remove
  • Is This Your Situation: Figuring Out How Often to Pay Employees

    There's a host of rules regarding how you have to pay your employees. Click through for an overview of the various regulations, so you know how to manage your pay day policies correctly.

    Saved on 11-08-2019 - 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 11-08-2019 - Remove
  • Is This Your Situation? No System in Place for Getting New Business

    Many of your firm’s leads may 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. Read the Full Article to find out how you can implement a system for getting new business.

    Saved on 11-08-2019 - Remove
  • Michigan Association of CPAs QuickBooks Events

    COO Lisa McCarthy will be speaking about QuickBooks at another MICPA event in August. Her presentation in June on QuickBooks Desktop vs. QuickBooks Online was a hit! Get a jump on it and register for Lisa's next speaking engagement!

    Saved on 11-18-2019 - Remove
  • Audits, Reviews and Compilations: A Summary

    Timely, accurate and understandable financial statements are necessary to gauge how well your business has performed and to assess the strength of its financial position. Click through for an intro to levels of overview for these statements.

    Saved on 11-18-2019 - 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 11-18-2019 - Remove
  • QuickBooks® Desktop vs. Online: Which is right for you?

    In the Detroit area and want to learn more about the differences between QuickBooks Online and QuickBooks Desktop? OUT OF THE BOX TECHNOLOGY COO, Lisa McCarthy, will be presenting a deep dive on that subject at this month's MICPA Management Information & Business Show. Click through the article to learn how you can register for the event. 

    Saved on 11-17-2019 - Remove
  • Is This Your Situation? Best Practices to Turn Those Leads into Initial Consultations

    If you are having difficulty converting your leads into viable meetings and consultations, you may need to brush up on the most efficient ways to get leads to pencil you into their schedules. Click through for more information on how you can turn leads into potential customers. 

    Saved on 11-07-2019 - Remove
  • What to Know About Employer ID Numbers

    The Employer Identification Number is also known as a Federal Tax Identification Number and is used to identify a business entity. Click through to understand the often important details surrounding the EIN.

    Saved on 11-05-2019 - 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 11-05-2019 - Remove
  • From the OUT OF THE BOX TECHNOLOGY Leadership Team!

    Make sure in this newsletter you catch up on the big news that we are offering a two-day QuickBooks seminar next month (earn CPE credits!). Plus, could you use some flexibility in the way you access QuickBooks? Learn about our trusted hosting service. Something new is always happening at OUT OF THE BOX TECHNOLOGY!

    Saved on 11-05-2019 - Remove
  • Can You Make Direct Deposit Mandatory?

    Direct deposit makes payroll processing so much easier, and the vast majority of employees find it convenient -- which is why you may wish to require it. Click through to see whether you’re allowed to mandate direct deposit.

    Saved on 11-05-2019 - Remove
  • How Often Should You Pay Employees?

    One a week? Once a month? You need to decide how often you'll be signing paychecks. Click Full Article below to learn about the rules and best practices for timing paychecks.

    Saved on 11-04-2019 - Remove
  • QuickBooks 2016 Users – Understanding Intuit’s Sunset Policy

    We are getting a lot of calls during this time of the year from users of QuickBooks 2016. 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 11-04-2019 - Remove
  • Is This Your Situation? "I Need To Boost Revenue through Ancillary Service Offerings..."

    It is reasonable to estimate about 10% of a CPA firm could come from ancillary services. Do you need to develop strategies to increase ancillary services sales? Click through to learn how "working" your marketing can help you achieve this goal.

    Saved on 11-04-2019 - Remove
  • QuickBooks Enterprise – Full Service Plan or Subscription Model

    If you use QuickBooks Enterprise Solutions, Out Of The Box Technology can help you save money! One, by reviewing the number of users you have and two, with great Intuit credit card processing rates. Read more in our Full Article.


    Saved on 11-03-2019 - Remove
  • Virus Attachments

    BEWARE OF EMAIL ATTACHMENTS! It’s easy to get into the habit of opening every attachment that shows up in your email inbox. But some attachments are up to no good—they link to malicious websites that could infect your computer or network with a virus. Click through for some preventative measures against virus attachments.

    Saved on 11-02-2019 - Remove
  • The 3 Points of Switching 401(k) Plan Providers

    Your 401(k) plan provider plays a major role in managing your fiduciary responsibilities. If your provider fails to meet your expectations, it may be time to seek a replacement. Click through for three considerations when making the switch.

    Saved on 11-02-2019 - Remove
  • The High Cost of Internal Fraud

    All too often, companies think about fraud as only an outside problem, but some of the worst incidents can come from inside a business. Click through to learn more about internal controls you can put in place to prevent fraud.

    Saved on 11-01-2019 - Remove
  • Avalara QuickBooks Advisory Board

    When our clients have questions about sales tax compliance, we have our reps at Avalara step in to help. Now, we’re proud to say OUT OF THE BOX TECHNOLOGY is a member of Avalara’s QuickBooks Advisory Board. We want to contribute to a company who does so much for our clients!

    Saved on 11-01-2019 - Remove
  • How to Rock QuickBooks® – A Two-Day Seminar

    You know you want to! We’re offering a two-day seminar in August you can join virtually or in person at our Tigard, OR office. You’ll learn the most common day-to-day QuickBooks tasks. Registration details in the article. 

    Saved on 11-01-2019 - Remove
  • Need Marketing and Graphics Help?

    You probably think all we do is QuickBooks consulting. Wrong! Out Of The Box Technoogy does so much more. Did you know we can help you with marketing and graphic design for your business? That's the topic of our next Technology Tuesdays. 

    Saved on 11-11-2019 - Remove
  • What to Do if Your Business Is Audited

    An eerie feeling comes over you when the IRS determines your business owes tax money. Click through to get the scoop on IRS audits of business tax returns.

    Saved on 11-11-2019 - Remove
  • Have you considered a Mobile APP for your business?

    I have a small business so why would I need a Mobile APP? Out Of The Box Technology asks, “why not?” We offer a Mobile APP solution that’s easy to manage, customizable, a great value and best of all gets you out in front of your customers. Read our Full Article for more details.

    Saved on 11-11-2019 - Remove
  • Why Every Firm Needs Growth & How To Get Growth Strategies Working For You

    By Barry J. Friedman, CPA, CEO of IndustryNewsletters

    As a CPA, I’ve been there. I have thought, “Is marketing really worth it?” This is a great question to ask. It is always good to stop and evaluate the adequacy of a firm’s growth strategy. Here’s why: every firm needs growth. There needs to be a strategy, even for firms that are not aggressively seeking growth, to replace natural attrition. Read the Full Article to learn more.

    Saved on 11-10-2019 - Remove
  • Is This Your Situation? "I Need Better Growth Strategies..."

    We have all been there… We have thought, "Is marketing really worth it?" This is a great question to ask. Click through to learn why every business needs growth and how to get growth strategies working for you.

    Saved on 11-10-2019 - Remove
  • Use your Company QuickBooks at Home or Traveling

    So many business owners still have questions about QuickBooks in the cloud. Or QuickBooks Hosting. Or QuickBooks in a virtual desktop. And they are all different than QuickBooks Online. Read this article to learn how you can love your QuickBooks Desktop Pro, Premier, or Enterprise and have the flexibility to use it at work, at home, or while traveling. Hosting your QuickBooks is the answer!

    Saved on 11-01-2019 - Remove
  • Is This Your Situation? "My Staff Isn't 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 10-30-2019 - Remove
  • Proper Reporting for QSEHRA Benefits

    If you offer a Qualified Small Employer Health Reimbursement Arrangement (QSEHRA), you must adhere to special reporting rules under IRS guidelines. Click through to see how this benefit should be handled for your employees.

    Saved on 10-30-2019 - Remove
  • 7 Simple Steps to Generate More Leads from Your Email Marketing

    Your email newsletter is a highly effective tool for sharing information with clients and prospects, but you also need to integrate a strategy for converting viable email leads into new business. Click through to learn seven steps leveraging email to reach and convert more prospects.

    Saved on 10-28-2019 - Remove
  • Customer Service Week Oct. 3 – 7

    While we celebrate our customers all year long, it’s good to set some time aside and think about how your company handles customer service. This article focuses on returning your customers' calls and emails. We make this a priority at Out Of The Box Technology. Do you?

    Saved on 10-28-2019 - Remove
  • Take the Fast Track with Microsoft Word

    Think you know everything about Microsoft Word? Click through to learn some time-saving tips and tricks.

    Saved on 10-27-2019 - Remove
  • All About Key Performance Indicators

    A key performance indicator, or KPI, is a measure of your performance against key business objectives. Used correctly, KPIs can help you manage your business. Click through to learn about the various levels of KPIs.

    Saved on 10-26-2019 - Remove
  • Welcome to our Post 4th of July Newsletter!

    FROM THE OUT OF THE BOX TECHNOLOGY LEADERSHIP TEAM - With the recent 4th of July holiday and all the events we're going to and the new clients we are servicing -- wow -- has this been a busy summer! How about you? Click through this article to see a couple of events we've been to and where we hope to see you next!

    Saved on 10-26-2019 - Remove
  • Who’s Who at Out Of The Box Technology

    Did you know the owners of Out Of The Box Technology together have more than 40 years of QuickBooks experience? That’s why we should be your only source for anything related to QuickBooks - software, set up, training, and troubleshooting. Click on the Full Article to learn more about our cofounders Lisa McCarthy and Andrew Abrams.

    Saved on 11-06-2019 - 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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