NFFEC Application for Services

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.

Legal & Regulatory Compliance
Please select your business legal structure*
Please provide the names of the members OR shareholders & their ownership percentage in the entity.
Is your Business taxed as an S-Corporation (You file Form 1120S during tax season)?*
Do you have your COUNTY business license?*
Do you have your CITY business license?*
Do you have an Employer Identification Number (EIN)?*
Does your business have a My Alabama Tax Department of Revenue Account set up?*
Do you have an IRS.Gov Personal Tax Account?*
Do you have an IRS EFTPS Tax Account?*
Do you regularly pay sales tax?

Business Assets & Liabilities
Does your business have any assets other than bank accounts (Things your business OWNS like inventory or large equipment)?

YesNo
Business Assets- Please describe
Does your business have any liabilities beside business credit cards (Things your business OWES like a business loan)?

YesNo
Business Liabilities-Please Describe

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?*

YesNo
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Additional Information
Is there any additional information or details you believe we should know?*
(Optional) Please describe your overall experience while completing this application. Feel free to share any thoughts on the length, content, or format of the application.
Please Check that you Understand the following Statements:*

I understand that if I pass the initial review stage, I will need to provide NFFEC a copy of my 2022 tax return(s)I have reviewed my application, and to the best of my knowledge and belief, it is true, correct, and complete.
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.
Signature*

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NFFEC 2023 Catch-Up Accounting Program Application

Personal Information

Business Information

Legal & Regulatory Compliance

Your Accounting System

Contractors & Employees

Business Assets & Liabilities

Managing Finances & Technology

Program Participation

Additional Information