Instead of using Excel and Word to prepare your annual financial report, you can prepare then export the entire document using TRS.

GFOA Virtual Conference

Please join my meeting from your computer, tablet or smartphone. https://global.gotomeeting.com/join/950834789 You can also dial in using your phone. United States: +1 (872) 240-3212 Access Code: 950-834-789

New to GoToMeeting? Get the app now and be ready when your first meeting starts: https://global.gotomeeting.com/install/950834789

This meeting will be held: 

July 12th 2 - 3:30pm; July 13th 1 - 2:30pm; July 14th 1 -2:30 pm and 3 - 4 pm; July 15th 1 - 2:30 pm and 3 - 4 pm; July 16th 12:30 - 2:30 pm

July 19th 1 - 2:30 pm and 3 - 4 pm; July 20th 1 - 2:30 pm and 3 - 4 pm; July 21st 12:30 - 2:30 pm; July 23rd 1 - 2:30 pm

The City of Virginia Beach used the Reporting Solution for the first time for our 2018 Annual Report. The transition to their application was seamless. They truly care about helping us meet our reporting needs and they are there to answer any of our questions 24/7. We have recommended the Reporting Solution to a number of localities around us. Their product and service is top notch.

—Principal Accountant; City of Virginia Beach, VA; client since 2018

As the SR Manager of Accounting Operations for a large public school district, there was a need for a solution to streamline our annual reporting and TRS was just the tool. TRS has allowed our team to be more analytic in their approach to audit. The implementation process was thorough and efficient with training specific to our requirements. Thales Consulting support is very responsive and professional, especially when it comes to approaching deadlines, and includes a help section that is constantly evolving with documentation as well as videos. Our auditors appreciate the efficiency that TRS provides to our audit process. TRS is the perfect solution to provide innovation.

—Sr Manager Accounting Operations, OTC; Denver Public Schools, CO; client since 2018

Thank you, TRS, for your help with our fiscal year 2020 annual report and our new Community Redevelopment Agency financial statements. For the second year in a row during the pandemic, we were able to release our annual report before the deadline.

— Financial Reporting Manager; City of Orlando, FL; client since 2015

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.

Live Chat hours between 10 am and 5 pm July 12 -16 and July 19 - 23