Colorado Nonprofit Fund Accounting Software & Fundraising Donor Management Software Consultants

Expert Help Every Step of the Way

Committed to the success of the Nonprofit Community

Supporting Members of Colorado Nonprofit Association & Center for Nonprofit Excellence

Nonprofit Fund Accounting Requirements Analysis

Just take a few minutes to complete the On Line Requirements Analysis and we can send you a system recommendation along with pricing information tailored to your needs. We may need to contact you via phone or email if we have questions.

Most are simple Yes/No Questions. * Indicates Required Field

About you and your organization

* Name		* Title
* Organization		* Address
		* City, State, Zip
* Work Phone		FAX
* E-mail		Web Site

* Tell us about your organization and it's mission or purpose

* How is your organization funded?

* How many donors or grants do you have?

Current Software

* Current Accounting Software Used

* Number of Concurrent Users

* Why are you considering a change in Accounting Software?

* What are your biggest challenges with your current software that you hope to solve with a new system?

* Please Describe your current chart of accounts structure and what does each segment represent.

Example: XX-XXXX-XXX-XXXX (Fund - Natural Account - Department - Project)

Financial Reporting Needs

* When does your fiscal year end?
* Do you produce financial statements or need balances / budget for your projects, grants or endowments?
* How many funds do you have?
* Do you need to produce a balance sheet by fund?
* Are you currently generating FASB 116 or FASB 117 compliant statements?
* Do you find it necessary to create multiple versions of the same report depending on who it is for (eg: Department Heads)?
* Do you have the need to track projects, grants or endowments across multiple years or have a different report year from your fiscal year?

Please add any comments about your Financial Reporting needs

Budgeting Process and Needs

* Do you budget in Excel and need to import your budgets?
* Do you need to track both original and adjusted budgets?
* Would you like to create future budgets based on prior or current year budgets, actual, or projections?

Briefly describe budget process or other budget related comments

Allocations

* Do you need to allocate income across multiple funds, projects, grants or endowments?
* Do you need to allocate expenses across multiple funds, projects, grants or endowments?

Briefly describe allocation process or other allocation related comments.

Accounts Payable

* Do you need track encumbrances or commitments?
* Do you need the ability to process vendor invoices

Please add any important comments about your AP process

Accounts Receivable

* Do you bill for products or services that need to be tracked as Accounts Receivable?
* Do you bill multiple entities for one client?

Please add any important comments about your AR process

Payroll

* Do you process your own payroll?
* Do you need direct deposit?

Please add any important comments about your Payroll process

Fixed Assets

* Do you need to maintain records, track, and schedule depreciation on your fixed assets?

Please add any important comments about your Fixed Asset process

Operations

* Do you have a gift shop, bookstore, or other need for a point of sale system?
* Do you have a need for inventory management?

Please add any important comments about your operations.

Integrations

Does your accounting system need to exchange data with any other system? If so, please detail below.

What is your current fundraising / donor management software

Software Evaluation

* Do you have funds budgeted for this project?
* Does a purchase need to go to the board?
* When would you like to be live on a new system?

Who are the personnel involved in selection of a new system? Please list name and title

Please add any important comments about your evaluation process.

Thank you for completing this form, we will prepare a detailed information package for you.

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Whitepapers, Case Studies and Product Literature

We make every effort to ensure the accuracy of information contained in this document. We have relied on software publisher’s materials in the preparation of this document, we can not be held responsible for errors contained in publisher’s materials

Colorado Nonprofit Fund Accounting Software & Fundraising Donor Management Software Consultants

Denver - Colorado Springs