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The following form will allow us to assess your Church or Non-Profit Ministry needs in the areas of proper formation; IRS compliance and reporting; cash flow; staffing; bookkeeping; accounting; payroll; tax planning & preparation; financial statements; software; hardware; and training.

Please answer the best you can. This will help us gather accurate information for either new or established churches and non-profit ministries while preventing costly mistakes.

You can also send additional, security-senstive attachments (Word, PDF, Excel) directly through our SecureSend Portal so that we may better understand your organization and finances. All data will be kept strictly confidential under our Privacy Policy guidelines.

When you have completed the assessment, click SEND. You should receive a message indicating "Thank you for your feedback. We will respond to your message as soon as possible."

If you do not receive this message, it was not properly completed and submitted. Please try again. If you experience problems, immediately notify us by email.

Organization *
Contact *
Address *
City *
State *
Zip *
E-Mail *
Phone
Fax
Website
Organization Type
Years Established
Fiscal Year End
Tax Returns
Licenses & Ordains Ministers
Board of Directors
Pastor(s)
Pastor's Exempt from Self-Employment
Organization Exempt from FICA Taxes
Pastor's Salary
Pastor's Benefits New - Need to Decide Auto Medical
Child Care Housing Allowance
Retirement Reimbursement Plan
Bookkeeper
Accountant
Tax Preparer
Proper Formation Incorporated Corporate Records
Constitution  Bylaws
Board Meeting Minutes
Sales Tax Exemption
Online Banking
Describe Organization's Mission
Gross Revenue/Year
Net Cash Flow/Year
Weekly Attendance
Weekly Tithe/Offering
Member/Donor Base
Describe Services/Programs Offered
Payroll Solution
Non-Minister Employees
Full Time
Part Time
Non-Minister Employee Benefits New - Need to Decide Auto Medical
Child Care Housing Allowance
Retirement Reimbursement Plan
Non-Minister Payroll Expense
Staff Volunteers
Church Volunteers
Accounting Solution
Primary Application (Check All That Apply) Daily Management
Financial Statements
Invoicing Inventory
Point of Sale Tax Returns
Multi-User
Primary Reports (Check All That Apply)

Fund Accounting    Cash Flow
Balance Sheet        Contributions
Members/Donors   Vendors
Specific Areas We Can Assist
Quickbooks Training Requested
Quickbooks Data File
Quickbooks Version
Quickbooks Skill Level
Preferred Training GoToMeeting Webinar Remote Access
Operating System Microsoft Windows Mac Network
Server