Other Services

Since Easy Office is all about helping you run your non-profit more efficiently, we also offer a variety of products and services to consolidate and simplify your financial management. We want to make this easy.

These services are offered bundled with our bookkeeping services:

On-Site Strategic Accounting & Finance Services

Our on-site services are designed to work with you, your in-house staff to provide guidance and assistance. Our highly qualified team of non-profit controllers, CFOs, and budget analysts work with you for any or all of the following:

  • CFO - high-level financial services and advice, customized to the needs of your organization
  • Controller services- guidance or assistance in the creation of policies, procedures, and reviews to enhance internal controls
  • Financial Analyst – guidance or assistance with budget modeling and projections, review of cash flow projections, and interpretation of financial reports
  • Audit Support- guidance through the audit process, including on-site interface with Auditors
  • Board Presentations - guidance or assistance in preparation and presentations for board meetings
  • On-site scanning and coding of documents for processing by the Boise Service Center

SalesForce Donor Management Link-It Package

Targeted to help manage the blurry line between accounting and donor management, our “Link” helps integrate fundraising development data with accounting tools. Salesforce is a cloud based donor management system FREE for qualifying non-profits. Easy Office can take it a step further by integrating SalesForce with QuickBooks Online to eliminate redundant data entry.

The Link between Accounting & Donation Databases- QuickBooks Online & SalesForce for Nonprofits

  • Track all of your donors, donations, email campaigns, interactions with donors
  • Combine donor and membership information into one centralized database
  • Automated synchronization with your accounting information
  • Facilitate correspondence, including thank-you letters, newsletters, etc.
  • Facilitate IRS tax-deductible receipts

Contact us to learn if the Salesforce Link package makes sense for you.

Budget Preparation & 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.

NetSuite for Non-Profits

Contact us to learn if the NetSuite program makes sense for you.