Quote Request
Church or Ministry Name
*
Contact Name
*
First Name
Last Name
City/State
*
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Format: (000) 000-0000.
E-mail
*
example@example.com
Preferred Method of Contact
*
Phone
Email
Either
Area of Service
Please Select
Accounting
Payroll
Personal Taxes
Non-Profit Tax Return
Start Up Consulting
What Non-Profit Annual Information Return do you need prepared? (if you are unsure, please visit https://www.irs.gov/charities-non-profits/form-990-series-which-forms-do-exempt-organizations-file-filing-phase-in)
Form 990-Full
Form 990-Short
Form 990-E Postcard
Form 990-T
Do you need bookkeeping assistance for your non-profit information return?
No, I have financial reports prepared for the tax year and just need the form completed
Yes, I need bookkeeping and/or cleanup assistance for the tax year
I'm not sure
Number of Employees and/or Contractors
Number of payees paid on each payroll
Payroll Frequency
Please Select
Weekly
Biweekly
Semimonthly
Monthly
Multiple Frequencies
What is your church’s approximate annual revenue or giving?
Under $100K
$100K-$250K
$250K-$500K
over $500K
How many bank accounts and credit card accounts does your church use?
1-2
3-5
6-10
More than 10
How many funds or designated/restricted accounts does your church track
General Fund only
2-3
4-6
more than 6
Do you need assistance with bill payment (accounts payable)?
No, we handle all payments internally
Yes, we need full bill pay management
Which accounting system are you currently using?
Quickbooks Online
Aplos
ChurchTrac
Quickbooks Desktop
Not currently using an accounting system
Other
Is there anything else we should know about your church’s accounting needs?
Submit Form
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