Service Inquiry | Concept C

About your organization

Organization name

Organization type

Ministry Church Church with a School

501(c)(3) status

Yes No Application pending

Year founded

Fiscal year-end (mo/day)

Annual revenue ($)

Fiscal year of that figure

Number of legal entities / campuses included

Primary contact

Contact name

Title

Email

Phone

How did you hear about us?

What’s prompting you to consider outsourcing?

Desired transition timing

Current accounting environment

Accounting software

Other financial systems in use

Coding / dimensions used

Accounts Locations Departments / Classes Projects

Are the books current?

Yes No

Approx. number of restricted / designated funds

Transaction volume (approx. per month)

Bills

Card transactions

Deposits

Briefly describe your current accounting staff (who does what today)

Key reporting deadlines (board, denominational, grant, etc.)

Primary bank

# of bank accounts

Does the organization carry bank debt?

Yes No

Payroll, donations & accounts payable

Payroll

Payroll system

Payroll frequency

Weekly Bi-weekly Twice a month Monthly

Number of employees

Pay types

Hourly Salaried Minister’s housing

Donations

Donor system

Approx. # giving designations

How are deposits made?

Accounts payable

A/P system

How are bills paid today?

Services requested

Assurance & budgeting

Annual assurance the org undergoes

None Compilation Review Audit

Budgeting

None B&A assists B&A produces full budget Enter budget into QBO

Other services / notes

Documents to attach

Most recent board packet

Drag a file here or browse

Most recent audit, review, or compilation report (if available)

Drag a file here or browse

Most recent Form 990 (if available)

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New Client Inquiry & Services Request

About your organization

Primary contact

Current accounting environment

Transaction volume (approx. per month)

Payroll, donations & accounts payable

Payroll

Donations

Accounts payable

Services requested

Assurance & budgeting

Documents to attach

Thanks.

New Client Inquiry & Services Request

1About your organization

2Primary contact

3Current accounting environment

Transaction volume (approx. per month)

4Payroll, donations & accounts payable

Payroll

Donations

Accounts payable

5Services requested

Assurance & budgeting

6Documents to attach

Thanks.

About your organization

Primary contact

Current accounting environment

Payroll, donations & accounts payable

Services requested

Documents to attach