Organization Name *

Address *

Contact Person *

Contact Person Email *

Contact Phone *

Organization Website *

Organization Mission/Purpose

Federal Tax ID Number

Fiscal Year End Date

Reason for Changing Auditor

Referred Referred Yes No

Name of Referral

Please check services required. * Please check services required. * Financial Statement Review Financial Statement Audit Tax Preparation - Form 990/990EZ Tax Preparation - MA Public Charities Report MA Uniform Financial Report

Type of Audit Type of Audit Regular Government Audit Single Audit Unsure

Number of Employees

Gross Revenue

Major Revenue Sources * Major Revenue Sources * Tuition Program Fees Gifts/Contributions Grants Government Funding Investments Other

How is your payroll prepared? How is your payroll prepared? Outsourced to a service (ex. to ADP) In-house

How is your accounting/bookkeeping staffed? How is your accounting/bookkeeping staffed? Full-time Staff Part-time Staff Outsourced

Accounting Software and Software Version

Number of members Board of Directors

How often does the Board of Directors meet?

Board Committees Board Committees Finance Committee Audit Committee No Board Committee(s)

Deadline for bid submission *

Please enter months/dates requested for field work.

Months/dates preferred to receive DRAFT financial statements

Months/dates to receive FINAL REPORT

How would you like to receive our proposal? * How would you like to receive our proposal? * Electronically US Postal (hard copy)

Preferred Method of Contact * Preferred Method of Contact * Telephone Email

If by phone, best time to call