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
  • Customization of up to 3 additional financial management reports
  • 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

Long-Term Planning Package

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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.

Accounting & Finance Consulting Services

Consulting services are designed to work with your in-house staff to provide an additional layer of expertise.

IRS 990 Package

Completion of IRS Form 990 and all other relevant IRS documentation