Financial Reporting

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.

Financial Reporting Details

Management Reporting & Financial Restructuring Package

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 Unified Chart of Accounts (UCOA)
• Development of initial financial reporting package
  • Statement of Activities (Income statement)
  • Statement of Financial Position (Balance sheet)
  • Cash Flow Statement
  • Budget vs. Actual
  • Any additional financial management reports you need (3 customized reports included)
  • Additional reports for foundations, corporate donors, and Board members are available at our standard bookkeeping rate
• Restatement of historical data available as part of our bookkeeping package