Accounting Quote Request - Rocky Mountain Foundation

Request a Quote for our Accounting Services

Ministry Name

Phone Number

Email

Point of Contact (If Applicable)

Systems

What is the current accounting method being used?

Who is currently doing payroll? What platform is being used?

How are tithes and donations currently being recorded?

How were previous year-end contribution statements printed?

Who is currently keeping track of income and expenses and paying bills?

Giving/Contributions

Do you have online giving capabilities?

Number of contributors each Sunday (not online)

How many designated funds do you have?

Please list out the designated/donor restricted funds that the ministry has

Expenses

Do the pastors or staff members have credit cards with expense tracking? If not, how are expenses currently tracked?

Approximately how many bills are paid each month?

What is the average number of credit card transactions each month?

Does your ministry have any formal debt, such as a mortgage?

Payroll

How many employees/Staff Members do you have?

Do you have a mix of full-time and part-time staff?

How many salaried employees? How many hourly?

What is your pay cycle? When is the next pay date?

How many contractors receive regular checks for services?

Have there been any historical issues with payroll or tax compliance? If so, please provide a short summary.

Financial Reporting

Does your church have a budget?

How many bank accounts are associated with the ministry?

Does the ministry require significantly customized reporting? If so, please describe what is needed.

Does the ministry have fixed assets listed on the balance sheet (such as buildings or cars)? If so, please provide a summary or schedule of your fixed assets.

Upload Church Budget

Timeline

Does your ministry have a timeline when accounting services are needed?

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