CAN Financial Services 

Overview
Consulting Services
Financial Training and Technical Assistance
Publications and Resources
Unified Chart of Accounts (UCOA)
Free Estimate

Overview

CAN Financial Services saves nonprofits time and money by helping them streamline their financial accounting and reporting systems. Offering products and services tailored to each nonprofit’s needs, CAN Financial Services can help you:

• Slash the time and financial costs of reporting.
• Get the financial reports you need from one flexible, tailored system.
• Track revenues and expenses by funder.
• Create more accurate budgets.
• Develop effective, efficient allocation methods.
• Bring your system into compliance with established nonprofit reporting requirements.

CAN Financial Services is for you if:

• You spend too much time getting financial reports out the door.
• You have more than ten funding sources whose funds need tracking.
• You have non-financial people developing financial reports.
• You feel stymied by what information to include in your reports.
• You have too many people telling you what to do and how to do it.

Take advantage of the CAN Financial Services offerings below - provided at a significant discount to CAN members.

Consulting Services

Assessment of your current accounting system and reporting methods.

• Custom setup (or integration) of a system based on the Unified Chart of Accounts (UCOA). Includes on-the-spot staff training on system use and an index for cross-referencing your existing chart of accounts with the UCOA.
• Pre-audit assistance with account preparation.
• Financial literacy training for your staff and board.
• Assistance with creating and integrating accounting and reporting tools to further streamline your system – including easy-to-use time sheets that flow into your new system.

All consulting services include ongoing access to CAN’s expert staff for telephone troubleshooting.

Interested? Find out more by e-mailing Alan Strand or calling him at (213) 347-2070, ext. 206.

Financial Training and Technical Assistance

• Financial literacy training for non-financial staff and board members.
• Nonprofit Accounting Boot Camp and QuickBooks for Nonprofits workshops for small organizations, volunteers, and staff who are new to nonprofit accounting.
• Nonprofit Accounting Certificate program for nonprofit finance staff, board members, and CPAs (coming soon!).
• Free download of CAN’s Unified Chart of Accounts (UCOA®) (Read about it and download your copy here).

Publications and Resources

• QuickBooks for Not-for-Profit Organizations by UCOA® guru and CAN consultant Christine L. Manor, CPA
• Implementation of Functional Accounting Using the Unified Chart of Accounts by UCOA® guru and CAN consultant Christine L. Manor, CPA (DRAFT)
• Unified Financial Reporting for Not-for-Profit Organizations: A Comprehensive Guide to Unifying GAAP, IRS Form 990, and Other Financial Reports Using a Unified Chart of Accounts by Russell Sumariwalla and Bill Levis
• The Nonprofit Accounting Boot Camp Blog contains follow-up information and resources from CAN’s Nonprofit Accounting Boot Camps.

Unified Chart of Accounts (UCOA®)

The backbone of CAN’s streamlining approach is the Unified Chart of Accounts (UCOA®). The UCOA® (affectionately referred to as yoo-KOA-uh) was developed over 20 years by Certified Public Accountants and nonprofit accounting experts. Tailored to your nonprofit, it can be combined with your current system or totally replace it. Read more about the UCOA and download it here.

Need more information or help with UCOA implementation? Please e-mail Alan Strand or call him at (213) 347-2070, ext. 206.

Get a free estimate!

If you have questions about CAN Financial Services or would like a free estimate on the service of your choice, please e-mail Alan Strand or call him at (213) 347-2070, ext. 206.