Mission Center Nonprofit Services Accounting Questionnaire
Thank you in advance for filling out our questionnaire. A member of our team will be in contact to discuss in more details your accounting needs.
Organization Name
Your answer
Contact Name *
Your answer
Contact Phone Number *
Your answer
Contact Email Address *
Your answer
Do you currently have an accountant or bookkeeper? *
When was the last 990 Form filed for your organization? *
MM
/
DD
/
YYYY
What accounting software does your agency use? *
If you use QuickBooks, which version? *
What is your organizations annual budget? *
Your answer
How many accounts listed below does your nonprofit organization have? *
Zero
1 Account
2 Accounts
3 Accounts
4 or more
Checking Accts
Savings Accts
Investment Accts
Endowment Accts
Other
Select the payment processing / merchant services your nonprofit organization utilizes? *
Required
How many fundraisers/special events does your organization host each year? *
How many deposits does your organization process or receive each week per sources listed below?
Zero
1 to 3
4 to 6
7 or more
Teller Deposit
Wire/ACH/EFT
Paypal/Stripe/Square
Other
Does your organization track income by restricted/unrestricted funds? *
Approximately how many checks or online payments does your organzation write or process each week? *
How many debit purchases does your organization make on a monthly basis?
Does your organization use a credit card to make purchases?
If you answered YES to the above, how many card holders are on the credit card account?
Your answer
If you make credit card purchases, what is the average number of transactions that occur on the monthly statement?
Your answer
Does your organization track expenses by functional expense coding?
Does your organization receive funds from grants? *
If you answered yes to the above question, how many grants does your organization receive?
Do your grantors require special reporting or auditing?
How many financial reports does your agency receive monthly? *
Would you like to receive information on health benefit insurance? *
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