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Non-Profit Client Bookkeeping Checklist
Business Profile Details
Legal Non-Profit Name
Purpose of Non-Profit
Primary Contact First Name
(Required)
Primary Contact Last Name
(Required)
Primary Contact Phone Number
(Required)
Primary Contact Email
(Required)
Secondary Contact First Name
(Required)
Secondary Contact Last Name
(Required)
Secondary Contact Phone Number
(Required)
Secondary Contact Email
(Required)
Business Mailing Address
(Required)
Street Address
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Additional Business Information
Current Grants
Funding Agency
Date received
MM slash DD slash YYYY
Purpose of Grant
Funding Agency
Date received
MM slash DD slash YYYY
Purpose of Grant
Funding Agency
Date received
MM slash DD slash YYYY
Purpose of Grant
Funding Agency
Date received
MM slash DD slash YYYY
Purpose of Grant
Funding Agency
Date received
MM slash DD slash YYYY
Purpose of Grant
Employees
List
First Name
Last Name
Position
Add
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Subcontractors
Subcontractor Name
Statement of Work
Subcontractor Name
Statement of Work
Subcontractor Name
Statement of Work
Subcontractor Name
Statement of Work
Subcontractor Name
Statement of Work
Banking Details
Checking – Bank Name
Bank Name
Bank Name
Bank Name
Add
Remove
Savings – Bank Name
Bank Name
Bank Name
Bank Name
Add
Remove
Credit Cards – Company Name
Company Name
Company Name
Company Name
Add
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Please Provide the Following Documents under the My Accountant Share Document Section
Business Documents:
Articles of incorporation or business formation
Accepted file types: jpg, gif, png, pdf, Max. file size: 512 MB.
EIN Letter from IRS
Max. file size: 512 MB.
Non-Profit Status Acceptance Letter
Max. file size: 512 MB.
Tax Documents:
Prior Year Tax Returns – Last 3 years
Max. file size: 512 MB.
Grants Documents:
Copy of the Proposal Abstract/Statement of Work
Max. file size: 512 MB.
Copy of the Grant Award
Max. file size: 512 MB.
Financial Documents:
Copies of monthly bank statements
Max. file size: 512 MB.
Copies of credit card statements
Max. file size: 512 MB.
Copies of loan agreements & statements
Max. file size: 512 MB.
Current financial reports – generated from QuickBooks, Wave, Excel or any other source) (Note, please disregard if Blue is connected to your current bookkeeping software)
Max. file size: 512 MB.
Most recent account reconciliations ) (Note, please disregard if Blue is connected to your current bookkeeping software)
Max. file size: 512 MB.
Spreadsheet of all cash transactions (We can provide you with a sample expense spreadsheet, if needed)
Max. file size: 512 MB.
Bookkeeping To Dos – **These must be completed in order for Blue to start the bookkeeping service**
Add Blue Accounting, Tax and Consulting to the Quickbooks
Link to instructions:
Add accountant users in QuickBooks Online (intuit.com)
Link all banking and credit cards to Quickbooks.
Link to instructions:
Connect bank and credit card accounts to QuickBooks Online (intuit.com)
