Nonprofit Board Finance Report | From QuickBooks or Xero ExportOscar Guardado
Send your QuickBooks or Xero export and your budget, and we prepare a 1-page dashboard, a budget-vs-actual chart and a draft narrative for your board to review.
What you get
1-page dashboard
Budget vs actual chart
Draft narrative describing the variances in your data
Delivery
Within 4 days of receiving your exports
How it works
Send your brief in chat. Share your files and notes.
We confirm scope in chat. You see what's included before we start.
We build the packet. We check it for accuracy against the materials you provide.
You review. Unlimited revisions within the brief for 14 days after delivery.
Good to know
You own the final deliverables once payment is complete.
Exports only, no logins.
Your files are deleted within 30 days of delivery.
Revisions: Unlimited revisions within the original brief for 14 days after delivery. Send each round as one combined list of feedback. Anything new in scope gets a quick quote first.
We work by chat only, no calls.
Disclaimer: Client sends exports (no logins); not audit or accounting opinion; narrative is a draft.
Full disclaimer: This packet summarizes the exports you provide. It is not an audit, review or compilation, and not accounting, tax or legal advice. Figures are not independently verified; your treasurer or accountant should review before board distribution.
FAQs
Starting at$100
Duration4 days
Tags
Microsoft Excel
Quickbooks
Xero
Accountant
Financial Analyst
Accounting & Tax
board report
budget vs actual
nonprofit
Service provided by
Oscar Guardado proCape Coral, USA
Nonprofit Board Finance Report | From QuickBooks or Xero ExportOscar Guardado
Starting at$100
Duration4 days
Tags
Microsoft Excel
Quickbooks
Xero
Accountant
Financial Analyst
Accounting & Tax
board report
budget vs actual
nonprofit
Send your QuickBooks or Xero export and your budget, and we prepare a 1-page dashboard, a budget-vs-actual chart and a draft narrative for your board to review.
What you get
1-page dashboard
Budget vs actual chart
Draft narrative describing the variances in your data
Delivery
Within 4 days of receiving your exports
How it works
Send your brief in chat. Share your files and notes.
We confirm scope in chat. You see what's included before we start.
We build the packet. We check it for accuracy against the materials you provide.
You review. Unlimited revisions within the brief for 14 days after delivery.
Good to know
You own the final deliverables once payment is complete.
Exports only, no logins.
Your files are deleted within 30 days of delivery.
Revisions: Unlimited revisions within the original brief for 14 days after delivery. Send each round as one combined list of feedback. Anything new in scope gets a quick quote first.
We work by chat only, no calls.
Disclaimer: Client sends exports (no logins); not audit or accounting opinion; narrative is a draft.
Full disclaimer: This packet summarizes the exports you provide. It is not an audit, review or compilation, and not accounting, tax or legal advice. Figures are not independently verified; your treasurer or accountant should review before board distribution.
FAQs
$100