Bookkeeping

Let Easy Office experts handle your books, pay your bills, coordinate payroll, and/or process donations for your non-profit. If QuickBooks is right for you, all Easy Office bookkeeping clients receive a free subscription to Quickbooks Online.

All of our services are offered ala carte. Clients can ask us to do everything, or we can do a sub-set of the monthly bookkeeping tasks. 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.

Bookkeeping Details

Team Based

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.  Click here to learn more about how our team based structure improves your management of risk.



Many Systems

Easy Office works with a variety of accounting software. As long as we can easily and securely remotely access the books, we can work with you. Our goal is that you always own your data, and you always have 24/7 real-time access to your books.

And if QuickBooks is right for you, you will receive a free subscription to Quickbooks Online with us. 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. 

  1. You send us your bank statements, invoices, and other documents. You choose the delivery method: Scan and email, fax, or pre-paid FedEx / USPS.
  2. Once we have your records, our team of CPAs and bookkeepers record them in your preferred accounting system.
  3. 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. Click here to learn more about how our systems improves your management of risk.

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 your accounting system. 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
  • ADP
  • Others...

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!