📆Note: Seasonal Pause
October 21, 2024: Due to high demand, our intakes are paused for the next six months. We invite you to inquire with us again starting in May 2025. You are welcome to submit an inquiry form today, but intro calls will not be available until next year. We will follow up with you when we re-open services. Thank you!
Inquiry Form for Nonprofits and Charities
Hi there, and thank you for your interest in our services! This short inquiry form will help us to assess your needs in advance of our Intro Call. After submitting this form, you will be invited to book a complimentary 15 minute Intro Call with our Client Success team. The Intro Call, held over Google Meet, is where we can go over your needs, our service model, and the next steps in a Discovery process to design the best service package for you.
Tips for Completing this Form 🐤
👉 When you're done, be sure to click REVIEW AND SUBMIT followed by SUBMIT. Check for a 📧 confirmation email in your inbox. As soon as you successfully submit the form, you'll see a confirmation page that includes a link to book your 📞 complimentary Intro Call with us. If we don't receive an Intro call booking, we'll reach out to help you schedule it.
Type of Inquiry
Help us understand a bit about what you're looking for.
We are a....
*
Non-profit incorporated in BC
Non-profit incorporated in another province
Registered charity
Unincorporated community group
Other
Main Location
City, Province
Fiscal year-end?
*
Please tell me the last day of your financial year.
Annual Budget
*
Under $100,000
$100,000 to $250,000
$250,000 to $500,000
$500,000 to $750,000
$750,000 to $1M
$1M to $2M
Other
Current accounting software, if any
Quickbooks Desktop
Quickbooks Online
Sage Desktop
Sage Cloud
Xero
None at the moment
Other
Services I'm interested in....
Quickbooks Online cloud accounting set-up
Regular monthly bookkeeping and reporting
Financial advising or controller services
Payroll administration
Clean up or back work for previous years
Annual advisory relationship (Fledgling Program)
One-time consultation for a current challenge
My wishlist includes...
Building financial capacity in my organization
Improving grant tracking and reporting
Reducing risk through better compliance
Setting up more efficient financial workflows
Streamlining our payroll processes
Improving our budgeting process
Managing our cash flow better
None of the above, I am happy with our financial systems
Other
What's your go-to source for financial info?
The latest financial reports from our accounting software
I check the bank balances
I ask my bookkeeper
Spreadsheets
Intuition
Other
How often do you currently receive financial reports?
Weekly
Monthly
Quarterly
At random during the year
Yearly
What reports?
Other
What steps do you take to close your financial year?
What has changed at your organization, that led you to seek professional bookkeeping services?
This will help me understand your current circumstances & background
How did you hear about us?
Referral name or other source
Any other comments?
Any other info you'd like me to know at this time
Contact Details
Your Name
*
First Name
Last Name
Your Pronoun
optional (e.g. 'she')
Your Phone Number
-
Area Code
Phone Number
Your Email
*
example@example.com
Your Role
*
e.g. Treasurer, Executive Director, General Manager
Your Organization
*
Operating name is ok
Optional: Book Your Complimentary Intro Call 📞
Please use our Calendly tool below to book your free 15 min call with Chickadee's Client Success team. This is where we'll go over your inquiry in more detail and discuss the next steps. 📌TIP: Keep going till you see the "Confirmed!" screen in the calendar below. Then, scroll down and click SUBMIT to send us the Inquiry Form!
Confirm your call 👉 then scroll down and SUBMIT the form! 👇
Review, then submit! 👇 Then book your call 📞
Click "Review and Submit" then scroll down and click "Submit" to send us your form. Check your email for a 📧 copy of your Inquiry Form. The email will contain a link to book your Intro Call. Or, simply click the link from the confirmation page. If you don't receive a confirmation email for your Inquiry, or contact us at admin@chickadeenonprofit.ca. Thank you!
What's next?
After you submit your form + book your Intro Call with us, you can rest easy till we meet. We will review your information in advance of our call. If you have not yet booked your Intro Call, we will reach out to you within three business days. **NOTE: As of December 11 2023, our 2023 intakes are closed. We will reach out to any new inquiries in the first week of January 2024. Thank you for your understanding!**
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