Out of the Box

Replace the Overhead. Keep the Expertise.

Bookkeeping service in Tigard, OR (show on map)

3.3

★★★☆☆

8 reviews

Full-service outsourced accounting and financial operations for growing businesses, powered by Intuit.

Call (888) 232-4758

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About

Out of the Box Technology provides full-service outsourced accounting and financial operations for growing businesses. From financial operations to advanced reporting, they help construction companies, franchises, private equity firms, and professional services businesses streamline their accounting, gain clearer insights, and build the financial foundation needed to scale — powered by the full Intuit ecosystem. T

heir services include monthly outsourced bookkeeping, Intuit Enterprise Suite implementation, clean-up accounting, training & consulting, data migration, fractional CFO services, fractional controller services, and first 100 days support for newly acquired companies.

30 years of trusted accounting services

50,000+ satisfied clients

Dedicated team of two QuickBooks Certified ProAdvisors per client

Local industry experts — no offshoring

4-step approach (Discover, Synthesize, Solve, Review)

Fractional CFO and Controller services for scaling businesses

Industry-specific accounting expertise across 6 verticals

Services

Monthly Outsourced Bookkeeping & Accounting

We'll balance the books. You conquer the opportunities.

Real-time transaction categorization Bank account syncing On-demand financial dashboards Monthly financial reports Regular check-ins Sales tax support AR/AP accounting Payroll management

Intuit Enterprise Suite

Automate workflows, manage multiple entities, and gain real-time financial visibility.

Workflow automation Multi-entity management Real-time financial visibility Project management Job costing Profitability tracking Change order management with approvals Dedicated project manager role

Clean Up Accounting

QuickBooks clean-up made easy.

Historical bookkeeping 3rd party software integrations Data file integrity fixes Re-sorting lists Deleting inactive elements

Training & Consulting for QuickBooks

Become a QuickBooks pro in no time.

Basic training Advanced training Customized training schedules Hands-on interactive sessions QuickBooks setup Chart of Accounts setup Custom reporting Infrastructure optimization Business consulting & coaching Financial controller services

Data Migration

Data issues feel daunting?

Fractional CFO Services

Reliable financial reporting and scalable accounting operations.

Financial reporting Scalable accounting operations Structured financial data Strategic financial guidance

Credentials & Certifications

QuickBooks Certified ProAdvisor

Reviews

Rating

3.3

★★★☆☆

Reviews

"On-site services"

Frequently Asked Questions

How long does it take to implement Intuit Enterprise Suite? +

Implementation timelines are typically faster than traditional ERP systems. With the right setup and support from a business like OOTB, you can get up and running in a matter of weeks rather than months.

What industries does Out of the Box Technology serve? +

They serve franchises, home services, manufacturing, professional services, construction services, private equity, and other growing businesses.

What is included in the monthly outsourced bookkeeping service? +

Real-time transaction categorization, bank account syncing, on-demand financial dashboards, monthly reports, regular check-ins, sales tax support, AR/AP accounting, and payroll management.

How does the 4-step approach work? +

1. Discover - Understand your business, accounting processes, and financial reporting needs. 2. Synthesize - Analyze financial data and accounting systems to uncover opportunities. 3. Solve - Implement streamlined accounting workflows and scalable financial systems. 4. Review - Deliver ongoing financial reporting and accounting support.

What QuickBooks training levels are offered? +

Basic training covering setup, Chart of Accounts, and custom reporting, as well as advanced training for QuickBooks power users to leverage best practices and optimize workflows.

What makes OOTB's bookkeeping service different? +

Dedicated team of two QuickBooks Certified ProAdvisors including a senior outsourced bookkeeper who reviews all monthly statements, providing stability, consistency, and better outcomes.

Do they support sales tax and AR/AP accounting? +

Yes, they offer sales tax support to help businesses stay compliant, and AR/AP accounting to identify gaps in income or expenses and implement ongoing optimizations.

What is the track record of Out of the Box Technology? +

30 years of experience and 50,000+ satisfied clients with a solid track record of monthly QuickBooks support and outsourced bookkeeping.