Jennifer, Here Are Your Articles for Tuesday, July 26, 2016
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Saved Articles

  • 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 03-12-2020 - 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 03-12-2020 - Remove
  • How to Choose the Best Scanners

    In an online world, printers may become less and less necessary, while scanners become more important in businesses and homes. Click through to learn more about these key tools.

    Saved on 07-03-2020 - 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 03-13-2020 - 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 03-13-2020 - 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 03-16-2020 - 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 03-13-2020 - 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!

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  • 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 03-13-2020 - 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 03-16-2020 - 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 07-03-2020 - Remove
  • 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 03-16-2020 - 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 03-14-2020 - 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 03-14-2020 - 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 03-18-2020 - Remove
  • Freelancing? Know the Tax Rules

    Many people make their living in the gig economy, getting the most or all of their income from freelance assignments. Click through for an introduction to the tax provisions that apply to these independent workers.

    Saved on 03-16-2020 - Remove
  • Intuit Trailblazer Award Recognition

    As an Elite Level QuickBooks Solution Provider, OUT OF THE BOX TECHNOLOGY attends the yearly Intuit QuickBooks Solution Provider conference in California. This year we were recognized as trailblazers in our QuickBooks community! And are we excited about that!

    Saved on 03-16-2020 - 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 03-16-2020 - 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 03-16-2020 - 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 03-14-2020 - 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 07-04-2020 - 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 03-14-2020 - Remove
  • Local Entertainment And Events Calendar: Including Virtual Events

    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 03-15-2020 - 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 07-03-2020 - 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 03-15-2020 - Remove
  • 5 Mandatory Registrations for Employers

    To legally become an employer, you must register your business with the federal and state governments. Click through for five types of registrations employers need to perform and what you have to do to stay compliant.

    Saved on 07-03-2020 - Remove
  • Baby on the Way: Knowing All About Maternity and Paternity Leave

    There's a good chance you'll eventually have to deal with some kind of parental leave in your office, whether it involves an employee or employee spouse pregnancy, or an adoption. Click through for some insights in creating a policy.

    Saved on 07-03-2020 - Remove
  • Choosing a Business Structure: C Corps, LLCs, PCs and S Corps

    One of the first decisions business owners make is how their business should be structured. The many choices can be overwhelming and a clear choice may not be evident. Click through to better understand the best business structure for you.

    Saved on 07-03-2020 - Remove
  • “2020 Sales Tax Changes” Webinar

    2019 brought dramatic changes in sales and use tax rules and businesses of all sizes have had to scramble to keep up with changing tax liabilities. 2020 is upon us so now’s the time to prepare for even more sales tax changes to go into effect. Want to stay on top of all this? Click through the article to read about an upcoming webinar you'll want to make sure you join. 

    Saved on 07-03-2020 - Remove
  • Coronavirus: The Business Management Angle

    The coronavirus is a health crisis, but it has also become a business issue as well. Managers need to know what their responsibilities are regarding their employees. Click through for some essential workplace guidance.

    Saved on 07-03-2020 - Remove
  • Color World Housepainting Franchise Conference and Vendor Show

    We made sure we attended Color World Housepainting's first ever Franchise Conference and Vendor Show. We got to finally meet so many of the franchisees who use our bookkeeping services! Plus the group was more than happy to celebrate the birthday of someone very special!

    Saved on 07-03-2020 - Remove
  • See you at the Franchise Unconference in Park City, Utah

    The Franchise Unconference coming up later this month is now a regular event on Out Of The Box Technology calendars. We so enjoy getting together with our many franchise clients and spreading the word about all we offer other franchises when it comes to QuickBooks, accounting, and outsourced accounting services. Will we see you there? 

    Saved on 07-03-2020 - 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 03-17-2020 - 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 03-20-2020 - 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 03-22-2020 - 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 03-23-2020 - 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 03-23-2020 - Remove
  • We're on Pinterest!

    Have you liked us on Facebook? How about Twitter? Next step is Pinterest. Yes, we’re there! Lots of great info too. 

    Saved on 07-06-2020 - 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 07-10-2020 - 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 03-23-2020 - Remove
  • 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 03-23-2020 - 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 03-23-2020 - 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 03-23-2020 - 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 03-23-2020 - 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 03-23-2020 - 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 07-06-2020 - 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.

    Saved on 03-23-2020 - 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 03-21-2020 - 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 03-21-2020 - 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 03-23-2020 - 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 03-22-2020 - 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 03-22-2020 - 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 07-08-2020 - 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 07-08-2020 - 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 03-19-2020 - 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 03-21-2020 - 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 07-08-2020 - 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 07-08-2020 - 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 03-22-2020 - 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 07-08-2020 - 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 03-21-2020 - 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 03-22-2020 - Remove
  • Adult Children and Filial Responsibility Laws

    In some jurisdictions, special laws may require adult children to contribute to their parents' care if Medicare isn't yet applicable. But federal rules may actual block their enforcement. Click through to learn more about filial responsibility.

    Saved on 03-19-2020 - Remove
  • QuickBooks Online: The FUNdamentals - a Two-Day Seminar

    QuickBooks Online: The FUNdamentals - that's the topic of our next QuickBooks course scheduled for February. Click through the article to get details on the session and how to register. Spots are filling up. You can earn CPE credits too!

     

    Saved on 03-21-2020 - Remove
  • Careers at Out Of The Box Technology

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

    Saved on 07-08-2020 - Remove
  • How Do You Handle Sales Tax?

    Does your company need to collect sales tax on purchases made in and out of state? If you’re not already familiar with this process, it can seem complicated. Click through to better understand the basics of sales tax for your products.

    Saved on 03-22-2020 - 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 03-19-2020 - 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 03-19-2020 - 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 03-19-2020 - Remove
  • We Love our Clients

    If you haven't worked with any of us here at Out Of The Box Technology, we just want you to know how much we love our clients and, well, gosh, they love us too! They say things such as “OTB and their staff is the best," or “You can't go wrong with Out of the Box!!!” Click our Full Article to read more reviews from our clients. Hopefully those testimonials will be enough for you to give us a call!

    Saved on 07-13-2020 - Remove
  • Deciding How and Whether to Pay Bonuses

    Additional remuneration in the form of performance bonuses or incentive payments can help retain good staff. Click through to get details on choosing how and whether the incentive or bonus should be paid.

    Saved on 03-28-2020 - 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 03-25-2020 - 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 03-28-2020 - Remove
  • Recur360 and QuickBooks Online

    Use QuickBooks Online? Have recurring transaction issues? Then Recur360 is your solution! Recur360 is an APP developed by Out Of The Box Technology. Read how you can get a free demo AND make your life a whole lot easier!

    Saved on 03-25-2020 - 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 03-25-2020 - Remove
  • QuickBooks 2017 Users – Understanding Intuit’s Sunset Policy

    We want to get the word out now! If you’re using the 2017 version of QuickBooks Desktop you’ll be hearing about Intuit’s QuickBooks Desktop Service Discontinuation also known as the “Sunset Policy.” Click on the article so we can better explain it to you. 

    Saved on 03-26-2020 - Remove
  • Are New Sick Leave Rules Coming to Your Area?

    What seems like the mundane world of paid-time-off and sick-leave policies is receiving attention in the form of new regulations. Click through for some new rules in Chicago and Cook County -- they may come to your area next.

    Saved on 03-26-2020 - Remove
  • Is This Your Situation: Are You Concerned About Budgeting for Your Construction Business?

    Establishing a budget for your construction business can be overwhelming. Given the variable costs of labor and materials, and the dozens of other factors, it can seem impossible to set and adhere to a budget. Click through to find out more about setting a budget for your construction business.

    Saved on 03-26-2020 - 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 03-27-2020 - 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 03-26-2020 - Remove
  • Data Migrations A to Z

    Our next Technology Tuesdays is about Data Migrations. Can one help your business? When would your business need a data migration? All this and much more on a very important solution! Click through the article to find out how to register for this free webinar. 

    Saved on 03-23-2020 - 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 03-24-2020 - 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 03-24-2020 - 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 03-24-2020 - 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 03-24-2020 - 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 03-24-2020 - 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 03-24-2020 - 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 03-24-2020 - 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 03-24-2020 - 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 03-27-2020 - 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 07-12-2020 - 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 03-26-2020 - 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 03-24-2020 - 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 03-24-2020 - 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 03-27-2020 - 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 03-24-2020 - 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 03-24-2020 - 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 03-24-2020 - Remove
  • Just What Is an Information Return?

    Certain kinds of business payments trigger the need for what are called "information returns." Just what are they and what are your responsibilities? Click through for a list of the kinds of transactions you have to report.

    Saved on 03-28-2020 - 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 09-10-2019 - 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 03-29-2020 - 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 03-29-2020 - 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 04-01-2020 - 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 04-01-2020 - 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 04-01-2020 - 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 04-01-2020 - 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 04-03-2020 - 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 04-01-2020 - 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 04-02-2020 - 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 03-29-2020 - 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 04-02-2020 - Remove
  • Give Your Taxes Your Attention 365 Days a Year

    Giving your taxes your full attention just once a year isn’t the best business strategy -- especially with so many changes in the past year. Click through to learn the best ways to evaluate the impact of taxes throughout the year.

    Saved on 04-01-2020 - Remove
  • When Do You Need an HR Staff?

    When a business has only a few employees, it's easy to manage staff. But at a certain point, you need an HR manager in-house. Click through for some insights into when you'll reach that place.

    Saved on 04-03-2020 - 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 04-01-2020 - Remove
  • Cyber Monday QuickBooks Sale Continues Today and Tomorrow!

    If you’re looking for a tax write off, a QuickBooks software purchase may be your answer. Plus, now is a good time to buy! Inuit is continuing its Cyber Monday software sale on QuickBooks Pro and Premier. Read more in our Full Article.

    Saved on 04-01-2020 - 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 04-03-2020 - 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 03-30-2020 - 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 03-30-2020 - 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 03-30-2020 - 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 04-03-2020 - 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 04-03-2020 - 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 03-30-2020 - Remove
  • Is This Your Situation: You Want QuickBooks to Help Prevent Fraud

    Have you ever wondered if you have theft occurring in your business? You don't necessarily need a private eye. Click through to learn how QuickBooks might be able to uncover fraudulent activity.

    Saved on 04-02-2020 - 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 04-03-2020 - Remove
  • What’s New in QuickBooks Pro and Premier 2017

    QuickBooks has released its 2017 version of its desktop software. If you’re thinking of upgrading to the newest version and you’re a Pro or Premier user, click our Full Article to read about new features and enhancements.

    Saved on 04-03-2020 - 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 04-03-2020 - 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 04-03-2020 - Remove
  • Social Security and Pensions: Post-Divorce Divisions

    Dividing assets after a marriage ends is never an easy proposition, and it can be especially difficult when Social Security and pensions are added to the mix. Click through for some insights into dividing these benefits.

    Saved on 04-02-2020 - 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 04-02-2020 - Remove
  • Special Video Report: Know the Importance of Job Descriptions

    For businesses to survive and prosper, employees have to adapt quickly to changing situations. That's why it's more important than ever that job descriptions reflect employees' job duties. Click through to learn how to make sure management and staff are all on the same page.

    Saved on 04-03-2020 - Remove
  • Still running Windows 7? Read this!

    January 14, 2020 - remember this date if you're still running Windows 7 and Windows Server 2008. On that day, Microsoft will no longer provide security updates or support for your PCs. Why worry? Because your computers will be more vulnerable to viruses - and you'll be asking, "What went wrong???" Plus, what does this mean for your QuickBooks? 

    Saved on 04-03-2020 - 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 04-06-2020 - 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 04-04-2020 - 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 04-04-2020 - 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 04-08-2020 - 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 04-05-2020 - 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 04-05-2020 - 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 04-07-2020 - Remove
  • How to Manage Overtime Under the New FLSA Rules

    LATE BREAKING NEWS: A November 22 ruling contains important changes to proposed rules on overtime regs.  Click through for the details on the rule that was to go into effect on December 1, and learn why that may not happen.

    Saved on 04-06-2020 - 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 04-09-2020 - Remove
  • Put Compensation Front and Center

    How much thought do you give to the salary structure at your company? Successful companies create a compensation philosophy, a set of policies, to ensure consistency and loyalty. Click through to get started on compensation best practices.

    Saved on 04-09-2020 - Remove
  • Happy November from the OUT OF THE BOX TECHNOLOGY Leadership Team

    First off, a heartfelt thank you to our military veterans. While Veterans Day was Monday, we honor your service every day! Click through this Welcome Message for more news and info from OUT OF THE BOX TECHNOLOGY. 

    Saved on 04-09-2020 - 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 04-09-2020 - 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 04-09-2020 - Remove
  • 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 04-09-2020 - 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 04-11-2020 - 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 04-11-2020 - Remove
  • Hate Crumpled Receipts in your Wallet?

    Do you have employees who complain about having to fill out tedious expense reports or timesheets? We know of a solution that can help. It’s called Nexonia. Heard of it? Nexonia provides web and mobile solutions for expense, time and other business financial management solutions. Nexonia has a couple of webinars coming up you might be interested in if you are a Non Profit or want to help your team get expense reports done quicker. Click on our Full Article for more details.

    Saved on 04-10-2020 - 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 04-10-2020 - 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 04-10-2020 - Remove
  • What’s New in QuickBooks 2017 Part 2!

    QuickBooks 2017 just launched this past Monday. There are just too many new and improved features in QuickBooks Enterprise 2017 to share in one newsletter article. In our last newsletter we talked about improvements to the multi-user mode and the search feature. This week we share the rest with you!

    Saved on 04-10-2020 - 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 04-10-2020 - 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 04-10-2020 - 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 04-17-2020 - Remove
  • When an Employee Faces a Wage Garnishment

    It's not your fault, but you're stuck in the middle: a court has ordered you to withhold wages from an employee's paycheck. Click through to learn how to keep this from getting messy.

    Saved on 04-28-2020 - Remove
  • Figuring out Tracking in QuickBooks

    Do you need to track additional details about your business transactions beyond just the category? You may want to keep track of your income and expenses in multiple ways. Click through to learn how to use classes and locations in QuickBooks.

    Saved on 05-19-2020 - Remove
  • New Logo / New Website

    We may look a little different these days, but our commitment to everything QuickBooks is still the same! Click through to take a look at our new logo and website.

    Saved on 05-19-2020 - Remove
  • Looking Forward to Our Memorial Day Weekend!

    Out Of The Box Technology Memorial Day Holiday Hours

    Saved on 05-19-2020 - Remove
  • Turbocharging Your Print Screen Function

    It's the key that's always been there, but you've never been sure what it does. Click through to learn about Print Screen and how it can make your tech life a little easier.

    Saved on 05-19-2020 - 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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