Xtend Bookkeeping provides back-office support.
About
We handle the books so you don't have to. Whether it's a short stand-in to cover holidays and staffing shortages, or continued support with a particular process, we've got your back in the back office.
Our bookkeepers pass on their best-practice expertise to clients, helping them improve their own processes. We also offer Mortgage Servicing products, provided in partnership with CU*Answers.
Products
Click on a tag to sort by type. Click a product title for details.
5300 Call Report Services
Configuration of 5300 in CU*BASE. Includes assistance with future call reports.
5300 Call Report Services (stand-in)
Short-term 5300 support for holidays, vacations and staffing shortages.
Base Service
Daily Share Draft, ACH and EFT reconciliation, settlement, and exception reporting.
Bookkeeping Consultation
On-site consultation by Xtend Bookkeeping management team leaders.
Lockbox
Credit card payments posted and processed through a dual control system.
Services A La Carte
Customized daily, weekly, or monthly bookkeeping support services.
Stand-In Support
Short-term bookkeeping support for holidays, vacations and staffing shortages.
Year-End Processing
Year-end closings, processed for free.
Mortgage Servicing products
Click a product title for details.
Escrow Administration
Escrow account disbursement tracking and other escrow-related services.
Investor Reporting
Daily payment posting, file submission, funds remitting, and monthly reconciliation for government backed investors.
Investor Reporting (standard participation)
Monthly payment posting, investor balancing and remittance documents and reconciliation of non-government investors.