Easy Office offers comprehensive management reporting services to help standardize and streamline your financial systems. We can clean-up and reorganize your chart of accounts in accordance with national non-profit standards. If you are a new non-profit, we will help you get started the right way! Easy Office can also assist with your long-term financial planning process.
Our financial reporting packages are designed with you in mind.
More info about our financial reporting package...
Management Reporting & Financial Restructuring Package
20% discount if purchased with bookkeeping services
Let us help you standardize your financial systems. Or, if you are starting from scratch, we can help you get started!
- Initial review and reorganization of chart of accounts in accordance with your organizational needs and the standard Uniform Chart of Accounts (UCOA)
- Revision and rebooking of budget within QuickBooks to reflect the revised financial reporting structure
- Restatement of historical data *
- Report package to be emailed to you on a monthly or quarterly basis **
- Statement of Activities (Income statement)
- Statement of Financial Position (Balance sheet)
- Cash Flow Statement
- Customization of up to 3 additional financial management reports
* Up to 3 hours included in standard package. Additional hours charged at standard bookkeeping rate.
** Additional reports for foundations, corporate donors, and Board members are available on request. Please contact us for a quote.
Long-Term Planning Package
please contact us for a quote
Let us help you build a budget that matches both your strategic goals and financial reporting structure.
We will create an easy-to-use budget template that is customized to the specific needs of your organization. This tool will allow you to easily map all of your projected expenses, donations, and earned revenues.
IRS 990 Package
package only available with purchase of other services
Completion of IRS Form 990 and all other relevant IRS documentation
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
