• Information Request Form

  • The information you will provide in the next few pages will give us very valuable insight, to begin our assesment on how we might be able to assist you in operating your organization.

    All the information submitted here is sent through a secure site and will not be shared with any third party. 

    Thank you for taking the time to submit the requested information, we look forward to being in touch shortly!

     

     

  • General Information

  • Format: (000) 000-0000.

  • Finance & Accounting

  • Accounting

  • Would you be comfortable sharing access to your current QuickBooks Online with us so we can get a better understanding of your books?*
  • We typically recommend QuickBooks Online, would you be willing to explore a switch from your current accounting software, to QuickBooks Online or similar?*
  • Is your organization required to do an audit or file a 990 each year?

  • Budget

  • Does your organization have a documented budget for the current fiscal year?*
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  • Banking & Credit Cards

  • Bill Pay & Reimbursements

  • Would your organization be open to exploring an online bill pay or reimbursement solution?*

  • Summary

  • Tuition Management

  • General

  • What grade levels does your school service?*
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  • Software

  • Financial Aid & Grants

  • Are there other sources of funding that are available to families?*

  • Summary

  • Human Resources

  • General

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  • Software

  • Benefits

  • Does your organization offer any of the following benefits?*
  • Does your organization offer any of the following pay types?*
  • What is the minimum qualification your organization requires for parsonage?*

  • Summary

  • Development

  • General

  • Is your organization currently running any kind of ongoing capital campaign?*

  • Software

  • Summary

  • Should be Empty: