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Small Charity Enquiry

If you would like to find out if you fit into this category, please complete the form below including as much detail as possible. If any items are unknown please enter N/A or contact us for further details.

1) Charity Information

Charity Full Name

Contact Name

Contact Email-Address

Accounting Package Currently Used

If you have members, do you require us to manage membership renewals? Yes No

Are You a current NCVO Member? Yes No

2) Purchase Ledger / Payments Information - Please provide estimated monthly volumes for the following:

How many (supplier) invoices are received?

How many expense claims are submitted?

What is the average number of petty cash items?

Other Information

Current method of payment for invoices?

Current method of payment for expenses?

3) Sales Ledger / Receipts Information - Please provide estimated monthly volumes for the following:

How many sales invoices are raised for income?

How many membership invoices are issued (if relevant)?

4) Treasury / Banking Information

How many bank accounts do you operate?

Do you claim Gift Aid? Yes No

5) Payroll

How many people are employed and paid a salary?

What date are employees paid?

Do you operate a pension plan? Yes No

6) Other

Are you VAT registered? Yes No

How many journals are processed each month (if known)?

Our standard automated management pack includes management accounts against budget plus a summary aged debt and aged creditor report. Do you require further reporting? If so, this will add additional cost onto the contract. Yes No

Our outsourcing contract includes the production of the year end audit file and hosting of the audit. Additional support including the drafting of statutory accounts can be provided by our VFD service. Do you require this support? Yes No

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