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N P Connection Questionnaire

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CONFIDENTIAL SURVEY

Organization Name & Address: _________________________________________________

____________________________________________________________________________

Contact Person & Title: ________________________________   Phone # _______________

Fax# ______________ Website ____________________ email ________________________

Years in Business________  # of Employees ___________  Fiscal year End _____________

Mission Statement: ___________________________________________________________

____________________________________________________________________________

Payroll is prepared:     In-house        P/R Service        Other Service

Frequency of Payroll:     Weekly        Bi-Weekly        Semi-Monthly        Monthly

PC System:     single user        network        none

Accounting Software __________________________________ 

    Other Software:   MS Word     Excel     Access     Word Perfect     Quattro Pro     Lotus           Other:_________________________________________

Are you required to have an annual CPA audit?     YES        NO

How often do you prepare internal financial statements?    Monthly - Quarterly - Annually

Do you track income and expense by program / reporting unit?     YES     NO

Do you invoice customers?     YES     NO      Prepare an annual budget?     YES     NO

What types of income do you receive?        Dues / Memeber Fees       Donations      Grants

Sales      Service Fees       Interest Income        Other:___________________________________

Do you anticipate any changes in the organization over the next 1-3 years?     YES       NO 

If yes, please explain: _________________________________________________________

Would you like to learn more about what N P Connection can do for you?     YES    NO

If yes, please include any of the following that you have with the completed survey:

Brochure     Newsletter     Annual Report     Business Card     IRS Form 990(pgs 1-4)

Fax to 603-528-2050 or mail to NPC, PO Box 1473, Laconia, NH  03247-1473

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