Consultation Request
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Thank you for considering our team! To ensure we are a good fit, please complete the form below, and we will contact you within one business day.
Please note that we we are only accepting with nonprofit organizations as clients.
Organization Name
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Organization's website or brief description
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Your Name
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E-mail Address
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Does the organization use QuickBooks Online?
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Yes
No
Are the financial records up-to-date?
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Yes
No
Unsure
Does the organization have dedicated account staff or volunteers?
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Yes
No
Is the organization current on annual tax filings (Form 990)?
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Yes
No
Unsure
Does the organization currently have financial policies and procedures in place?
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Yes
No
Unsure
Are there any specific accounting, tax, or compliance challenges the organization is currently facing?
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Is there a specific timeline or deadline associated with the services you're requesting?
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Monthly services range between $1,000 and $4,000 for most of our clients, with ad-hoc services billable at $150 an hour. Does this fit into your organization's budget?
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Yes
No
Is there anyone we should thank for referring you to us?
Submit
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