We’ll complete your call report using the Call Report tool. Delivered accurately and consistently every quarter, the report reveals financial viability, trends, and helps guide long-term business planning.

We’ll complete the initial set-up of automation in CBX, financials, run sheets and the 1^st call report. Once the call report is complete, you’ll receive a PDF document that details each page.

For future quarters, if you’d like to process your own call reports, we’ll provide training; alternatively, we can continue to process them for you.