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Non-Profit Client Bookkeeping Checklist

Business Profile Details

Business Mailing Address(Required)

Additional Business Information

Current Grants

MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY

Employees

List
First Name
Last Name
Position
 

Subcontractors

Banking Details

Checking – Bank Name
Bank Name
Bank Name
Bank Name
 
Savings – Bank Name
Bank Name
Bank Name
Bank Name
 
Credit Cards – Company Name
Company Name
Company Name
Company Name
 

Please Provide the Following Documents under the My Accountant Share Document Section

Business Documents:

Accepted file types: jpg, gif, png, pdf, Max. file size: 1 GB.
Max. file size: 1 GB.
Max. file size: 1 GB.

Tax Documents:

Max. file size: 1 GB.

Grants Documents:

Max. file size: 1 GB.
Max. file size: 1 GB.

Financial Documents:

Max. file size: 1 GB.
Max. file size: 1 GB.
Max. file size: 1 GB.
Max. file size: 1 GB.
Max. file size: 1 GB.
Max. file size: 1 GB.

Bookkeeping To Dos – **These must be completed in order for Blue to start the bookkeeping service**