Needs Assessment

2. Have you had multiple accountants/bookkeepers in the past few years who have tweaked your chart of accounts and all entries are booked different year to year?

Perhaps you'd enjoy the stability of Easy Office. We mitigate turnover by cross training our staff. You should also consider our Management Reporting & Financial Restructuring Package

4. Do you struggle to create the types of reports that your donors and board require?

5. Do you feel that you do not have a full understanding of your organizations financial position? Are you thinking of adding or adjusting programs but don’t know if that is financially feasible?

Easy Office can help provide you accurate and reliable reports. We regularly help non-profits forecast their needs. You might want to consider a combination of our Management Reporting & Financial Restructuring Package and our Bookkeeping Services.

6. Do you spend too much time on the books, and not enough on your programs and fundraising?

Perhaps you'd enjoy having Easy Office remove some or all of the tasks associated with bookkeeping and accounting from your overly full plate.

7. Do you have a bookkeeper on staff, but lack the expertise for some of the more complicated aspects of non-profit accounting?

Perhaps you'd be a good candidate for our Staff Augmentation program.

8. Do you have an excellent board treasurer or CFO, but lack someone on staff with the required day-to-day bookkeeping and QuickBooks skills?

Perhaps you'd be a good candidate for our Staff Augmentation program.

9. Are you able to communicate to donors exactly how their dollars were spent?

Research has shown that donors care where their money is spent. Our reporting packages and accurate transaction processing ensure that you can give them the data they need. You might want to consider a combination of our Management Reporting & Financial Restructuring Package and our Bookkeeping Services.

Great! It is really helpful to be able to get donors what they need.

10. Do you have anxiety surrounding whether you are in proper compliance with the IRS, state boards, grant providers, etc?

Because we focus exclusively on non-profits, we understand your needs. Our cumulative years of experience help us to educate you on the regulations and help ensure your compliance. You might want to consider a combination of our Management Reporting & Financial Restructuring Package, Bookkeeping Services, and our 990 services.

That’s great! These kind of issues and regulations can sneak up on people.

11. Do you have an annual budget set which manages both short term cash flow, and long term funding needs?

Easy Office can help you through the budgeting and forecasting process. Our templates, processes, and methodology will help you manage your cash. See our Long Term Planning packages for more information.

Because we focus exclusively on non-profits, we understand your needs. Our cumulative years of experience help us to build and efficiently run your accounting system to keep track of the various restrictions. You might want to consider a combination of our Management Reporting & Financial Restructuring Package, and Bookkeeping Services.