Advocate Accounting, LLC
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Advocate Accounting - Nonprofit Accounting Services Interest & Waitlist Form
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Advocate Accounting - Nonprofit Accounting Services Interest & Waitlist Form
Thank you for your interest in working with us!
Out of deep respect for ourselves and our clients, we pay close attention to capacity. Joining our waitlist helps us determine if we are a good fit.
If we are interested and able to move forward, you will be invited to complete a more robust client application.
Your Name
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Your Email
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Your Organization
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Please select the services you are interested in
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Monthly Accounting - Reconciliation of accounts, month end adjustments, allocation of expenses to programs and grants, financial reporting for you and your board
Monthly bookkeeping - QB data entry, payroll processing, accounts payable and receivable management
Systems consulting and implementation - QB Online, payroll, expense tracking, grant management, budgeting
Ongoing training for your operations / finance / admin team members
Quarterly Review - Quarterly review of your internally prepared financials and systems
Audit support - working with you to translate and fulfill audit requests
Tax preparation - 990, B&O tax, 1099-NEC/MISC processing
Please select the situations that apply to you
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Your organization has multiple entities
Your organization engages in candidate, lobbying, grassroots lobbying, ballot initiatives or other political work
Your organization acts as a fiscal sponsor to 1 or more groups
Your organization receives government or other restricted grant funding
We have 1 full time operations / admin / finance team member
We have less than 1 full time operations / admin / finance team member
We have more than 1 full time operations / admin / finance team member
We use QuickBooks Online
We use QuickBooks Desktop
We don't have accounting software set up
We use a non QuickBooks product like Xero, Wave, Sage, NetSuite, or Freshbooks
We have just received our non profit status and/or are currently being fiscally sponsored by another organization
What is your ideal timeline for starting work with us?
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What about our website or word-of-mouth reputation indicates to you that we might be a good fit?
Is there anything you need that our website/word-of-mouth hasn’t addressed? Please feel free to share “technical” needs, access needs, emotional needs, cultural needs, or anything else.
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Is there anything else you'd like to share or ask?
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Advocate Accounting - Nonprofit Accounting Services Interest & Waitlist Form
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