Our team comes from a wide range of technology backgrounds, and we work together to bring that expertise into one place. We use our passion and beliefs to help clients build & maintain exceptional digital products and services.
Business Development / Customer Relations
VP of Operations
VP of Sales and Marketing
Director of Sales
Senior Software Engineer
Senior Graphic & Web Designer
Director of IT
Senior Software Engineer
Administrative and bookkeeping
With more than 24 years experience in accounting software, technology infrastructure, management information systems, retail POS systems and corporate sales, Andrew has guided many business owners on how to improve their productivity through the use of their technology. Andrew was one of the first consultants in the country to be certified by Microsoft as a Small Business Specialist and has won numerous awards from Intuit for sales and service as a charter member of the Intuit Premier Reseller Program. Andrew has been a featured speaker for Intuit, Microsoft and the Sleeter Group for webinars and conventions nationwide.
Lisa is credited with authoring Intuit's courses for the Certification of Professional Advisors, contributing articles to Intuit's Professional Advisor Newsletter, writing a chapter of Intuit's manual, "QuickBooks Resource Guide for Professional Advisors," and the development of the Intuit endorsed "QuickBooks for Accountants" seminar. She is a member of the Intuit Accounting Professionals Trainer & Writer Network, and is a columnist for a CPA newsletter service which is distributed to over one million readers.
Kathleen has over 20 years' experience in the public sector in the field of commercial finance, account management, and management consulting for various corporations including Johnson Controls and most recently, General Motors. Her experience is primarily with the automotive industry and manufacturing, but she also has worked in the service industry for various corporations in the public and private sectors and teaches part-time in the field of Business Communications. She obtained a BBA from the University of Michigan, and an MBA from Walsh College of Accountancy and spends time with the Alumni Associations of the same, as well as supporting various charities in her community. In her spare time, Kathleen enjoys golf, tennis, hiking and any excuse to get outdoors to spend time with family and friends.
Lisa affectionally calls Ellen the "air traffic controller" of Out Of The Box Technology. Ellen works in sales, schedules, plans events, writes the newsletter, and handles basically what anyone needs done. Ellen worked for 10 years in corporate communications at Ford Motor Company. Prior to that she was a television news anchor and reporter in various markets in Michigan and Indiana. She even fills in now and then on a morning radio show in Fort Wayne, IN. Ellen's passion is theatre --acting, directing, teaching -- anything that'll get her in the footlights!
Donna has implemented, developed and customized QuickBooks for various service/construction industries for over 10 years. Her prior experience includes assistant controller, general manager and QuickBooks Implementation and training. Her passion for QuickBooks shows through her enthusiasm as she supports companies of all trades in her role as Sales Manager. Donna enjoys traveling, going to the gym with her two daughters and running with her dog Roxie, along with making every day a great day!
Nick is an experienced Senior Software Engineer with an accomplished history of working in the computer software industry. He has experience with many technologies across platforms including iOS and Android development, servers, databases, and websites but his ability to learn new technologies quickly is what makes him unique. Nick is extremely passionate about his job and takes pride in his work which is why he is not satisfied until the client is. He received his Bachelor's in mathematics and computer science at Concordia University of Wisconsin and his Master's in computer science at Nova Southeastern University where his primary focus was security. Nick has an upbeat attitude and is generally happy except for when he needs to write his own bio for work - that's just awkward. Although he is forced to spend most of his day in front of a computer working, in his free time he likes to spend most of his day in front of a computer watching gaming streams, not working out, playing games, and spending time with his wife and pup. Due to his healthy lifestyle, Nick expects to die at a young age.
Maha loves handling numbers. That's what inspired her to work on her Bachelor's Degree in Accounting which she received from Commerce College in Cairo. Along with that degree, Maha also has a certificate in bookkeeping from the American Institute of Professional Bookkeepers.
Maha is always striving to learn new technology and how to be more efficient in QuickBooks. She enjoys sharing her expertise with our clients. In her spare time, Maha enjoys taking long walks and likes to cook healthy meals for her family.
Jonathan has a wide variety of experience helping businesses create inspiring branding to match their core values. He enjoys building a brand for a business that will accurately convey their mission by working closely with each business to fully understand their vision for the project. In addition to branding, he can design any type of marketing piece for conferences or mail campaigns, whether it's a website, logo, print design, or even video motion graphics.
Mike has a B.S. in Resource Management with a minor in mathematics. He has been utilizing a software development tool called AlphaFive since 2005 which can not only create software but can extract data from other ODBC compliant applications that allows him to manipulate and report on it. Mike specializes in the creation of reports that are not readily available in QuickBooks or other accounting softwares created with Access, Oracle, SQL, and more. Mike also creates mini-apps for various requirements such as EDI (Electronic Data Interchange) files that are produced with a single button push and ready for submission.
Jacqueline has over 20 years in the accounting industry, and started dailey bookkeeping services back in 2002 while living in the Metro Detroit area in Michigan. In 2011 she moved to sunny San Jose California, where she was able to meet and learn from many great people in the Accounting and Software Solutions Industry. Jacqueline is a life-long learner, so these turns in her life, fit right in with her goals of keeping up on current tools, technologies and education to better serve her clients. In 2013, Jacqueline moved back to the Metro Detroit area, and through the use of remote technologies, she continues to service her clients from California as well as in other parts of the United States.
Jacqueline Dailey holds a Bachelors of Science degree in Business Administration with a strong emphasis in Accounting, and holds certifications in CPB (Certified Public Bookkeeper), Payroll Certification, Xero Certified Partner, Advanced QuickBooks Online, Advanced QuickBooks Desktop, RTRP (Registered Tax Return Preparer), Bill.com Guru, and Aero Workflow Guru.
In her spare time, Jacqueline enjoys gardening, cooking, entertaining, theatre, kayaking, bike riding, traveling, and of course shopping!
Diane Dearing has a Bachelor's Degree in Education with additional coursework in Accounting & Business. She brings 30 year of Bookkeeping knowledge and experience and 10 years of that as a Staff Accountant in Public Accounting Firm. For 19 years, Diane has also owned and operated a small manufacturing business. Over the years, Diane has used multiple different accounting systems and has used Intuit Products for many years, however has never become a Certified ProAdvisor, so she will be working towards all of her certifications and is an Intuit QuickBooks Certified ProAdvisor in QuickBooks Online Advanced and certification in Aero Workflow and Xero. In her spare time, Diane enjoys reading, cooking and traveling.
Barb has 20 years of experience in Project Management, Training & Software support, from Restaurant Point of Sale to full CRM management. With a strong technical background & experience in helping companies in many different industries she can help understand how to fit software into a business process. She is also great a scoping out a business process for customization by a developer & can manage the project through implementation & training.
Laura is a CPA with a Bachelor of Arts Degree in Accounting from Michigan State University. She has been working with us for more than ten years, and has been a tremendous asset to our team! Laura's prior work experiences include: Public Accounting, Assistant Controller, and Computer Systems Consultant. She really enjoys working with people and supporting businesses with their QuickBooks and accounting needs. In her free time, she is happy spending time with her husband and two children, as getting physical! Along with her daily work outs, Laura completed the Detroit Free Press Half-Marathon.
Tanya is a gardener, traveler, kick boxer, reader, and also happens to be an outstanding coder. Tanya holds a Bachelor degree in Computer Science from Santa Clara University and has over a decade of successful Bay area experience at companies including Live Nation and Auction.com.
More info coming soon!
Elizabeth has been a bookkeeper for more than 25 years and a QuickBooks Pro Advisor for 13 years. Elizabeth says the most satisfying aspect of her job is when she gets a company's books caught up or she teaches a business owner or bookkeeper how to use QuickBooks and the business owner is able to run his or her first P&L. "They are so excited to see real numbers on their business," says Elizabeth. And another bit of advice to business owners -- don't try to wear all the hats in the company. Elizabeth says many new small businesses think they can't afford a bookkeeper when, in fact, they can't afford not to have a one. In her free time, Elizabeth enjoys going to the gym, bike rides and visiting with friends and family.
Sharon has worked for both privately and publicly held companies, serving as Finance Manager, VP of Operations or Corporate Controller. She has a Bachelor's of Accountancy with a Minor in CIS from Walsh College. Sharon laughs when people tell her she is crazy for loving accounting. In her spare time, Sharon enjoys golfing, entertaining, and traveling to see her family. She also serves on a couple of boards for the City of Keego Harbor. Sharon is one of the Bookkeeping Managers at Out Of The Box Technology.
Mary has worked as a QuickBooks consultant for the last 12 years specializing in training, conversions to QuickBooks and Inventory accounting. Mary worked for more than seven years as a CPA specializing in auditing for International accounting firm Arthur Andersen in their Detroit and Cincinnati offices and for a regional firm in Wisconsin. She has experience working in a variety of industries including large and small manufacturers, retail, wholesale distribution, and healthcare. Mary received a Bachelor's of Science in Business Administration in Accounting, graduating Summa Cum Laude from Central Michigan University. She also received a Bachelor's of Science in Economics from the University of Michigan. Mary is a member of the American Institute of CPAs and has served on a number of boards for community and charity endeavors. In her spare time Mary enjoys snow skiing, golf, and traveling.
After high school Chad joined the United States Navy. Having one tour in Operation Iraqi Freedom, Chad was discharged honorably in 2006. In 2008 Chad moved from Pueblo, Colorado to Racine, Wisconsin where he attended Gateway Technical College. Chad graduated from Gateway Tech with an Associate's Degree in Computer Engineering in 2010. Since March of 2011 Chad has been with Out of The Box Technology in our IT Department. Currently working as our Director of IT Services, he works from our Milwaukee Office. Chad has 9 years' experience in Computer Administration, Server Administration. He has 6 years' experience with QuickBooks setup and several other software deployments since his time with Out of The Box Technology.
Adrienne is a CPA and Graduate of Walsh College with a Bachelor of Accountancy. Her experience includes work as a CPA, tax preparer, controller, bookkeeper, and property manager. She enjoys working with people and has been involved with a variety of businesses over the past twenty years. Outside of the office, she enjoys watching her children's sporting activities, as well as participating in a few of her own. She plays on a women's hockey team, skis and enjoys golfing (when her game is on)!
With more than 25 years of experience designing, supporting and troubleshooting computer systems, Richard has a solid understanding of what it takes to build stable and secure systems to keep our clients' operations running smoothly. Richard is an expert in network security; web site and application development; Internet and remote access solutions; PC hardware and software; computer networks; and Point-of-Sale and inventory control systems. Not your typical computer geek, Richard's extensive business experience includes work in the banking, retail, industrial and manufacturing, insurance, publishing and media industries. In 1996, before the dot com craze, he developed one of the first Internet banking systems. Richard received his Bachelor of Business Administration degree from Western Michigan University, where he also minored in Spanish and Law.
Michael has experience developing software applications for iPhones, Androids, computers, web servers, and everything in-between. As technology rapidly changes, he is constantly looking into developing on new systems and seeing how they can be best utilized. He really enjoys creating new platforms that help people grow their ideas into a reality. In his free time, Michael likes running, reading, kayaking, and traveling.
Shayla is a graduate of Saginaw Valley State University where she obtained her Bachelor's Degree from the College of Arts and Behavioral Science with a specialization in Criminal Justice, and will be pursuing her MBA in the near future in an undecided field. Shayla is an Aero Certified Guru and is an Intuit QuickBooks Certified ProAdvisor in QuickBooks Online and Aero Workflow. In her spare time, Shayla enjoys running (she has participated in multiple races, mainly 5K's, but she has also participated in one Ultra-Marathon), reading, drawing, and watching her all-time favorite television show, Big Brother. She also loves to travel and loves change and new experiences.
Deion has over 35 years of entrepreneurial experience in finance and operations management within start-ups and global multi-billion-dollar organizations. Responsibilities included Chief Financial Officer and Chief Operating Officer for multiple corporations in a variety of industries including large and small manufactures, retail, wholesale distribution, and digital media. With a proven record of accomplishment in executing superb analytical interpersonal, and organizational planning skills. Is an experienced manager in reducing costs, boosting savings, increasing profit margins, enhancing operational efficiencies, and providing guidance to businesses to strengthen their company infrastructure, resource management, and financial operations. Deion has over 15 years of experience with various Enterprise Resource Planning (ERP) systems guiding and supporting corporations through planning, implementation, and training. She received a Bachelor of Science in Business Administration in Accounting from San Diego State University. In her free time, Deion enjoys spending time with her family and friends in the outdoors, boating, snow skiing, hiking, and biking.
Laura brings years and years of bookkeeping, QuickBooks and office management experience to Out Of The Box Technology. What's her favorite thing about helping clients with their books? Well, Laura looks at the process as a puzzle and loves being able to fit all the pieces into a balanced file. Laura has a sense of accomplishment when she can help business owners with their bookkeeping because (admit it!) most people hate accounting and don't know the first thing about it. In Laura's free time she reads or plays the piano. Number one on her list, though, is spending time with her three grandchildren. "That's the best!" says Laura.
Tracy asks the age-old question - how do people not love accounting?? You either love it or hate it and Tracy LOVES it! Still does after 30-plus years in the industry. Tracy is on her second stint with Out Of The Box Technology and in between working for us, she was an accountant with the Archdiocese of Detroit, worked in franchise accounting and was a controller in the landscape and garden industry. When not crunching numbers, Tracy also loves to cook, loves her husband of 22 years and loves her three adopted shelter dogs.
For more than 40 years Pam has been assisting clients with bookkeeping and accounting. Pam loves the variety of her job and loves taking care of clients. She finds a lot of satisfaction helping business owners keep up to date with their books. That's the only way, she says, that business owners can make sound growth decisions and react to market changes. In her spare time Pam loves to travel and make movies. She has produced a half dozen movies and she has worked on more than 20 mainly in the positon of script supervisor.
Keith has a BS Chemistry/MBA educational background and has been creating custom business intelligence reports for over 20 years. He has applied his exceptional analytical skills in the development of analytical reporting for operations in high tech manufacturing and training in the financial industry. His specialty is transforming transaction data stored in accounting systems such as QuickBooks into operations oriented business intelligence reports that enable improved management for increased profitability. He enjoys travel, photography and boating.