120 - Lisa McCarthy - Out of the Box Technology

Profiles in Prosperity

English - October 24, 2023 16:00 - 33 minutes - 14 MB - ★★★★★ - 23 ratings
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Previous Episode: 119 - Ed O'Connell Goes To Service World Expo

Next Episode: 121 - Kim and Buford Martin - Contractor to Coach

Lisa McCarthy is the brilliant Founding Partner and Chief Strategy Officer of
Out of the Box Technology. She has built a company with incredibly valuable
services for contractors. Her expertise and experiences with residential
service companies (and many other industries) gives her insight shared by very
few. A few highlights from our conversation:

How and why Lisa started working directly with clients and entered the HVAC
and Plumbing industries

The services Out of the Box Technology provides, and why they're important

What contractors overlook in their financial systems, but shouldn't
Good practices for avoiding fraud
Sad tales of fraud we can learn from
How to help your bookkeeper and accountant be better