It can also be used to create interim reports, and all types of local governments (cities, counties, enterprise districts, and other special districts) use it.

The software is unique because it:

• Links documents, spreadsheets and financial statements

  By utilizing DataLinks, the documents, spreadsheets and financial statements are all linked.

• Has database driven roll ups

  The software’s financial statements run off of a database (rather than a spreadsheet), and, as a result, any classification changes to accounts or funds are a simple mouse click away.

• Supplies detail behind any line

  Users (auditors, too) can click on any line item to view the roll ups, trial balance data, and adjustments that comprise that amount.

• Provides limitless drafts and users

  Multiple users can log in to update the report simultaneously. Since the information is web-based, it is in one central location and updates in real time. A current draft can be exported at any time as a .pdf or .docx file.

• Is maintenance-free

  The software is a web-based solution. All upgrades are included in the annual license fee. New updates are featured on the homepage when a user logs in, keeping them up to date. Backups are performed daily.

• Has Project Management

  The Project Management tool helps keep track of the Annual Report’s progress towards completion. It allows for assignments to specific users along with due dates to see if the report is on track.

• Is Web-based

  Web-based allows multiple users to collaborate from anywhere with ease.

• Has Support Assistance

  Unlimited access to the support team via phone, email, web-based meetings, or the user forum.

During the implementation, we will:

• Replicate 90% of the prior-year Annual Report

  • Upload and format the prior-year Annual Report text

  • Upload the prior-year trial balance

  • Create a draft of the financial statements

  • Format the financial statements

• Provide training for all users

• Provide extensive support for a successful first live year

During the annual service, we will:

• Upload the trial balance

• Format the financial statements

• Provide support, maintenance, upgrades and backups

• Accommodate applicable GASB pronouncements

Government financial reporting is all we do. Using the software’s technology, we provide several other financial reporting services to local governments and school districts:

• California State Controller Reporting Compilation
• Florida Annual Financial Reporting
• Interim Financial Reporting
• Budget Financial Reporting

With all services being completed remotely, we work with over 200 local governments in more than 20 states every year.