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
Contact Name *
Contact Phone Number *
Contact Email Address *
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? *
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
Clear selection
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?
Clear selection
Does your organization use a credit card to make purchases?
Clear selection
If you answered YES to the above, how many card holders are on the credit card account?
If you make credit card purchases, what is the average number of transactions that occur on the monthly statement?
Does your organization track expenses by functional expense coding?
Clear selection
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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