Thank you for approving our quote for bookkeeping services. You should have received a welcome email from Clergy Financial Resources with instructions on the next steps to complete your enrollment. Please complete the signup process by clicking the link provided below or in the welcome email.
These are the items you will need.
1. Federal Identification Number (EIN)
2. Bank Name, Routing Number, and Account Number
3. Credit Card Name, Name on Card, and Account Number
4. Online Giving Platform Name
5. Primary and Secondary Contact Information (Name, E-mail Address, and Phone Number)
6. Organization Address and Phone Number
Once you have signed up and completed the enrollment, we will schedule a kick-off meeting to initiate the onboarding process. We look forward to working with you.
John Jewers
jjewers@clergyfinancial.com
Clergy Financial Resources
Tax I Payroll I Bookkeeping I HR | Consulting
11214 86th Avenue N.
Maple Grove, MN 55369
Tel: (888) 421.0101
Fax: (888) 876.5101