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Please complete this brief questionnaire so that we can better assess your accounting needs. If you would rather e-mail or download and fax your application Click Here to download this form in PDF format.

General Information

Company Name

Company Address

Company City

Work Phone

Fax

E-Mail

Contact Name

How did you hear about us?

Company Structure

Explain the services your company provides:

How many years have you been in business?

Fiscal year end? (Month/Year)

What is your basis of accounting (accrual, cash or modified accrual)?

Who currently maintains your financial records?

Are financial records current?

If no, how many months are they behind?

Do you have employees?

If so, how many employees do you have?

Who handles your payroll?

Approx number of clients you service a month?

Do you collect fees from clients?

Approx number of vendors?

Approx number of checks written a month?

Do you reconcile your bank statements?

What is the last month reconciled?

How many organizations provide funding to your nonprofit?

Services Requested

Develop Cost Allocation Plan Prepare Financial Statements Prepare Allocation Reports Prepare Budget Reports Prepare Annual Cost Reports Prepare Tax Form 990 Post Journal Entries Reconcile Bank Statements

Other