Let Easy Office experts handle your books, pay your bills, process payroll, and/or process donations for your non-profit. All bookkeeping clients receive a free subscription to Quickbooks Online.
Clients can choose one, two, three, or all four of our available bookkeeping services. Some clients like us to handle the books, but not cut the checks. Others want to process their own donations. Some want everything! We are flexible to meet your specific needs.
More info about our bookkeeping services...
With our bookkeeping services, you don’t just get a bookkeeper. You also have access to our team of CPAs and finance professionals who routinely review and double-check your books for accuracy. Through our team approach, we keep your books clean, accurate and organized.
Also, all bookkeeping clients receive a free subscription to Quickbooks Online. It is fast, simple, and secure to upload your existing Quickbooks information to the online system. And best of all, we’ll do this for you!
Keeping Your Books
Weekly or monthly processing
The process is simple.
- You send us your bank statements, invoices, and other documents. You choose the delivery method: Scan and email, fax, or pre-paid FedEx / USPS.
- Once we have your records, our team of CPAs and bookkeepers record them in QuickBooks On-Line.
- Your financial reports and transactions are available 24/7/365 on a secure website. Additionally, financial reports will be sent on a regular or as-needed basis to staff, Board members, or management.
Monthly bank reconciliations
Allowing us to conduct your monthly bank recs provides an additional level of fraud security and is compliant with standard audit control procedures. Checks-and-balances are important in any financial system.
Donation Processing
Recording Receipts
The process is simple. All checks, transactions of online donations, and ledgers of cash donations can be sent to Easy Office in a pre-paid envelope. Using bank approved control processes, we will collect, double-check and book your receipts in Quickbooks Online. Some clients even choose to have donors submit donations directly to our offices. We are flexible to meet your needs.
Making non-cash bank deposits
Once the donation is booked, we will either deposit it with a local branch of your bank, via FedEx delivery, or electronically according to federal legislation Check 21 which passed in October, 2004
Payroll Processing
Easy Office can coordinate payroll services via any of our approved 3rd party vendors as part of our standard bookkeeping package.
- Paychex.com
- SurePayroll.com
- Payroll for Non-Profits
Paying Your Bills
check preparation and/or bill payment
Easy Office first establishes an “approval matrix” with you to ensure proper financial controls. We will only pay the bills that are previously approved by the appropriate members of your organization. Bill Payment approval rules can be established based upon any / all of the following:
- Dollar amount of the payment (i.e. we don’t pay anything over $5K)
- Approved vendor list (i.e. we pay all your rent bills automatically)
- Routine vs. one-time bills (i.e. we pay your utility bills automatically)
- Any combination of these rules
- And any other specific rules your organization may have!
What does it cost?
Not as much as you think! We offer reasonable and flexible pricing plans that are suited to meet your needs. Learn More
Ready for Easy Office?
If you have questions, or if you are ready to sign up for services, we'd be happy to hear from you! Contact us
