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 CU*Base, financials, run sheets and the 1st 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.
$995 – 2,995
$370 – 500 / quarter