» Assurance Review Request

We advise booking this service as soon as possible (some churches even book us a year ahead)
Please arrange your Assurance Review booking as soon as possible after deciding the AGM date.
The AGM must be at least 2 months after the end of your financial year
The accounts must be ready for review by the middle of the first month after the end of your financial year

Name of Church*

Contact Name*

First Last

Church Address*

City State / Province / Region

Position*

Contact Phone Number*

Main Contact Email*

Signatory Name*

Signatory position

Signatory's Xero email address*

Financial Information

What is your financial year?*

Which financial year do you want the Review to cover?*

ABN*

When do you need the Review completed?*

What is the date of the AGM —- approx or set?*

Have your church accounts been audited for the previous year:*

Yes
No

What was the date of your last audit/assurance?

Who did your last audit/assurance?

Were there any qualifications*

Yes
No

Are the transactions and reconciliations completed to the year end?*

Yes
No

When will they be ready?

Does your church work with a current budget?*

Yes
No

Any issues of concern in the accounts?*

Yes
No

If Yes, briefly tell us about your concerns.

Does your church council/CoM review the accounts regularly?*

Monthly
Quarterly
Budget preparation

When did you submit your last BAS?

For what period?

When did you submit your last Superannuation?

For what period?

Any Comments or other points helpful for the review ?

Specialist Bookkeeping for Churches and Not for Profit Organisations

Assurance Review Request Form

Financial Information

Terms and Conditions