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5300 Call Report Services

Product info

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.

One-time fee:

$2500 minimum

Ongoing fees:

$600 / minimum per quarter

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