Out of the Box Technology and EBS Associates merge

Out of the Box Technology and EBS Associates, two accounting firms-cum-QuickBooks solutions providers, have merged. Operating under the name of Out of the Box Technology, they aim to be a one-stop shop providing services for everything related to QuickBooks, as well as offering a range of bookkeeping, business, and software integration services to accounting professionals and the SMB market at large.

Out of the Box Technology

Denise Loter-Koch, founder of EBS Associates, will take on the role of CEO in the new venture. “We have created a new powerhouse in the QuickBooks consulting, bookkeeping, training, and technology space. I am thrilled to be expanding our service line with the unparalleled talent of our new leadership team,” she said in a statement. As CEO, Loter-Koch will oversee the creative marketing efforts and partnership development activities.

Lisa McCarthy, co-founder of Out of the Box Technology with Andrew Abrams, moves into the role of chief operating officer and will lead all recurring and project accounting along with national customer training activities. “This merger is about reaching our next level of success for our clients and everyone here at our newly formed organization,” stated McCarthy.

As chief technology officer, Andrew Abrams will lead all aspects of technical sales, development, and applications for customers. “Lisa and I have admired and respected Denise’s contributions to our field of accounting technology for years," he said in a statement. "I believe we now have so much more to offer the business community. As their trusted advisor, we are now that one stop for anything related to Intuit products and third-party industry-specific solutions.”

The merged firm will offer the following services:

  • Procurement of QuickBooks Desktop and Online software;
  • Consulting and training for QuickBooks users;
  • QuickBooks Merchant Services and QuickBooks Payroll;
  • QuickBooks software integrations and migrations; and
  • Hosting, bookkeeping, and custom app development.

Out of the Box Technology has offices across the United States.

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