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  • NFFEC 2023 Catch-Up Accounting Program Application

  • NFFEC Website 

    At NFFEC, our mission is to empower minority & women-owned businesses and to close inequitable wealth gaps by providing affordable & holistic financial services. When you join our program, you're not just receiving a service – you're becoming an active participant in a journey towards financial empowerment.

    $750 Flat Fee 

    Fee includes 2023 Catch-Up Bookkeeping and eligibility for free 2023 tax preparation services.

    ($500 due upon acceptance & $250 due upon completion of bookkeeping; Payment plans available)

    Important Information

    Applications are Rolling

    Priority Regions: Jefferson County & surrounding areas

    Limited Spots Available

     

    This form will take 10 to 15 minutes to complete

    Please email hello@nffec.org if you have any questions. 

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  • Personal Information

  • Are you the owner of your business?*
  • Are you the primary contact?*
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  • Please select the statements below that apply to your business:*
  • If you selected mixed race, please indicate any of the following that you identify with.*
  • Do you have international tax activity for the 2023 tax year?*
  • Are you the sole owner of your business?*
  • How do you file your taxes? Please select one of the following options:*
  • If you selected "Married Filing Jointly," please indicate the types of income your spouse receives. Check all that apply:
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  • Business Information

  • Does your business have a website?*
  • Is the current mailing address also the physical location for where the entity is located?*
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  • Do you own or operate more than one business?*
  • Did you start, sell, or buy a business in 2023?*
  • Please select which statement(s) apply.
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  • Legal & Regulatory Compliance

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  • Your Accounting System

  • If you are not currently using Quickbooks, are you willing to switch?
  • Please select ALL the payment processors & methods you use to collect payments from your customers*

  • If you use CashApp to collect payments from customers, please select which account(s) include business transactions.
  • If you use Venmo to collect payments from customers, please select which account(s) include business transactions.
  • Please indicate ALL the methods & systems you use to make payments for your business expenses (not including payroll or contractors)*

  • If you use CashApp to pay business expenses, please select which accounts include business transactions?
  • If you use Venmo to pay business expenses, please select which accounts include business transactions?
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  • Do you keep receipts/deposit slips, or other documentation for your cash transactions? Select ALL that apply.

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  • Contractors & Employees

  • Where are you 1099 contractors located? (Select all that apply)
  • Please indicate ALL the methods you use to make payments to your independent contractors located inside the USA

  • Please indicate ALL the methods you use to make payments to your independent contractors located internationally

  • Have you filed required 1099 forms for the 2023 tax year?
  • How do you process payroll?

  • Do you provide benefits (Like health insurance or retirement plans) to your employees?
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  • Business Assets & Liabilities

  • Does your business have any assets other than bank accounts (Things your business OWNS like inventory or large equipment)?
  • Does your business have any liabilities beside business credit cards (Things your business OWES like a business loan)?
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  • Managing Finances & Technology

  • How would you describe your ideal relationship with your bookkeeper or accountant? Please select the option that best aligns with your expectations, or provide a brief description.*

  • How confident are you in managing financial matters?
  • How comfortable are you with using technology (Zoom, bank websites, etc?)
  • Please select all the types of devices you use for business-related tasks.*

  • Based on my comfortableness with technology and device access, I understand I will need to attend my onboarding session in person in Birmingham.
  • Please indicate your preference for attending your 2-hour onboarding session:
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  • Program Participation

  • Program Participation Requirements

    If I am selected to participate in the NFFEC Accounting Catch-Up Program, I acknowledge and agree to the following:

    • Deposit and Payment: I will pay a $500 deposit upon being selected for the program. The remaining balance ($250) is due at the time upon completion of bookkeeping.
    • Preparation Commitment: I commit to preparing adequately for document gathering, which includes ensuring I know my business account login information. (Estimated 1 hour of prep time)
    • Onboarding Session: I understand I must attend a 2-hour onboarding session in order to participate in the program.
    • Scope of Service: I acknowledge that the $750 fee covers catch-up bookkeeping and individual and business tax services for the year 2023.
    • *An engagement letter will be sent upon acceptance into our program*

  • Program Participation Requirements

    If I am selected to participate in the NFFEC Accounting Catch-Up Program, I acknowledge and agree to the following:

    • Deposit and Payment: The program fee is $750. I will pay a $500 deposit upon being selected for the program. The remaining balance ($250) is due upon completion of bookkeeping. Please let us know if you require a payment plan. 
    • Preparation Commitment: I commit to preparing adequately for document gathering, which includes ensuring I know my business account login information. (Estimated 1 hour of prep time)
    • Onboarding Session: I understand I must attend a 2-hour onboarding session in order to participate in the program.
    • Scope of Service: I acknowledge that the $750 fee covers catch-up bookkeeping and individual and business tax services for the year 2023.
    • *An engagement letter will be sent upon acceptance into our program*
  • Do you require a payment plan for our services?*
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  • Additional Information

  • Please Check that you Understand the following Statements:*

  • The information provided will be strictly confidential. We do not share or sell your information to others. Information that identifies you as an individual is secure and will never be shared with third parties without your consent.

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