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New Client Onboarding
Step
1
of
3
33%
Your Full Name please:
*
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
Prefix
First
Last
Name of Church or Organization
Website
EIN No.
Please upload a copy of your EIN Confirmation Letter
Max. file size: 100 MB.
Is your church a 501(c)3?
Yes
No
I am not sure
If yes, please upload a copy of your IRS 501(c)3 Determination Letter
Max. file size: 100 MB.
Your physical address
*
Address 1
Address 2
City
State / Province / Region
Postcode
Is this your postal address?
*
Yes
No
Your Postal Address
*
Address 1
Address 2
City
State / Province / Region
Postcode
Name of your Contact Person for GoodBooks:
*
Contact Email Address
*
Contact Telephone Number
*
What is the church's current bookkeeping system?
*
QuickBooks Desktop
QuickBooks Online, if so - please add as "accountant" leeanncrockett@bellwetherchurchsolutions.com
Spreadsheet
None
Other
If "Other" please specify
*
When does your church fiscal year end?
Month
Day
Year
Do you use a separate Donor Database?
*
Yes
No
I am not sure
If yes, please name the Donor Database software provider:
Do you have on-line giving?
*
Yes
No
If yes, please name the On-line Giving software provider:
How many checking/savings/investment accounts do you have?
1 to 5
More than 5
Please list all the bank names
*
Please select vendors used for credit cards or online payments:
American Express
Bank of America
Capital One
Citibank
Chase
Discover
Paypal
Stripe
Wells Fargo
Zelle
Other
Does your church prepare an annual budget?
Yes
No
If you would like GoodBooks to enter your budget now, please upload here:
Max. file size: 100 MB.
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Name
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