NPO Employee Sharing Interest Survey
Name
First Name
Last Name
Email
example@example.com
Organization
Core Bookkeeping Services
Check the box for any services you need:
Recording Transactions
Daily entry of financial transactions (sales, purchases, payments, receipts).
Using accounting software like QuickBooks, Xero, or Wave.
Bank and Credit Card Reconciliations
Matching internal records to bank/credit card statements to ensure accuracy.
Accounts Payable (AP)
Tracking and paying vendor bills.
Managing due dates and avoiding late fees.
Accounts Receivable (AR)
Invoicing customers and tracking payments.
Following up on overdue accounts.
Payroll Processing Support
Preparing payroll or working with payroll providers.
Recording payroll journal entries.
General Ledger Maintenance
Ensuring transactions are posted to the correct accounts.
Adjusting entries as needed.
Financial Reporting
Check the box for any services you need:
Monthly or Quarterly Financial Statements
Balance sheet
Income statement (profit & loss)
Cash flow statement
Customized Financial Reports
Budget vs. actuals
Job or program-specific tracking (especially for nonprofits)
Year-End Support
Check the box for any services you need:
Preparing Books for Tax Season
Reconciling all accounts
Organizing data for CPAs or tax preparers
Type option 3
Type option 4
1099 Preparation
Tracking contractor payments and issuing 1099s
What is your monthly, hourly or annual budget for bookkeeping and financial services?
How many hours per week do you need a bookkeeper (if known)
Most of the work will be done remotely, however,some of the services may be provided onsite if you need check depositing etc.
Additional/Optional Services
Budget creation and tracking
Audit preparation (especially for nonprofits or grants)
Expense categorization and tracking
Inventory tracking
Class or fund accounting (for nonprofits)
Integration with point-of-sale or donor management systems
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