Out of the Box: Detailed Company Information & Corporate Profile
Summary
Out of the Box is an independent accounting firm headquartered in Tigard, Oregon, that has served the finance industry since its founding in 1982.
The company specializes in QuickBooks Online, QuickBooks Data Recovery, Payroll Accounting, Bookkeeping and a range of integrated services including software integration, recurring accounting, project accounting, data review consultation, post‑transaction support, financial operations and AI for accounting.
With a team of 100–200 professionals and annual revenue between $50 million and $100 million, Out of the Box delivers tailored solutions to small and medium businesses, franchise owners and larger enterprises across the Phoenix Metropolitan Area.
Key leadership includes owner Susan Shapiro, president Charles Zunda, CFO consultant Loni Knepper MBA, vice president of SMB Brad McKinzie, chief operating officer Erin McGlaughlin, director of business development Ryan Koch and others who oversee accounting services, data migration, training and franchise solutions.
| Out of the Box Website | outoftheboxtechnology.com |
| Social Links |    |
| Phone Number | (888) 232-4758 |
| Industries | |
| Out of the Box Headquarters Address | 7150 SW Hampton Street, Tigard, OR, 97223 US |
| Company Size | 100-200 employees |
| Specialities & Services | QuickBooks Online, QuickBooks Data Recovery, Payroll Accounting, Bookkeeping, Software Integration, Recurring Accounting Services, Project Accounting Services, QuickBooks Data Review Consultation, Accounting Services, Finance & Accounting Advisory, Financial Operations, Post-Transaction Support, QuickBooks & Intuit Solutions, Data Migration & Systems Integration, Accounting Cleanup & Recovery, Training & Enablement, Franchise Services, SMB Finance, Accounting Automation, AI for Accounting |
| SIC Code | 7373 |
| NAICS Code | 541512 Computer Systems Design Services |
| DMA Code | Phoenix Metropolitan Area |
| Founded | 1982 |
| Estimated Annual Revenue | $50M - 100M |
| Operating Status | Independent Company |
| Updated: | 2026-10-19 |
Out of the Box Org Chart
Chief Executive Officer
Chief Executive Officer
C-Level
General Manager
Estimated Website Traffic
The chart shows a growth in traffic to the outoftheboxtechnology.com website. In September, traffic increased to 9605, compared to 5168 in the previous month. The highest traffic in 2026 was recorded in January, reaching 14710 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Out of the Box's workforce includes employees across a wide range of tenure levels.
13% have been with the company for 1 to 2 years19% have been with the company for 3 to 4 years13% have been with the company for 5 to 7 years19% have been with the company for 8 to 10 years38% have been with the company for more than 11 years
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Out of the Box Corporate Information: FAQ
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
