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Accounting Systems Review

Help New Beginnings Law Center with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
New Beginnings Law Center
San Rafael, CA, USA
New Beginnings Law Center
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New Beginnings Law Center
San Rafael, CA, USA

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Cause
Justice & legal services
Skills
Accounting

Posted April 9th

Accounting Systems Review

Project details

What we need
  • Analysis of accounting needs and assessment of Organization’s current accounting practices
  • Recommendations for process improvements for enhanced reporting
  • Recommendations on appropriate bookkeeping system such as a spreadsheet or Quickbooks and related costs (if necessary)
  • Note: This does not include accounting systems set up or implementation
Additional details

We have a specific need for a CPA to do a financial review. We are a small nonprofit with a staff of 2.

What we have in place
  • We have all bank statements and excel accounting entries.
How this will help
This project will save us $8,564 , allowing us to pay a live scan company to help with our low income project.

This project will allow us to apply for a significant grant with the State Bar of California.

Project plan

P
Prep: Distribution of Prep Materials
  • Proficiency with spreadsheet and/or software accounting
  • Understanding of any local regulations or laws that would affect Organization's accounting needs
1
Milestone 1: Analysis & Recommendations
  • Volunteer Manager communicates current accounting needs and practices to Professional
  • Volunteer Manager provides a chart of accounts or operating budget, and any financial statements currently being generated (e.g. statement of financial position, statement of activities, or statement of cash flows), outlining current operational constraints with existing system
  • Volunteer Manager conveys any budget and capacity considerations that might apply to ongoing bookkeeping management
  • Note: If necessary, Volunteer Manager should have Volunteer sign a Non Disclosure Agreement (NDA) prior to sharing and discussing Organization’s financial information.
2
Milestone 2: Final Deliverable
  • Professional provides revised list of recommendations, along with cost estimates and preferred vendors to use for implementation
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About the org

New Beginnings Law Center
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Causes
Justice & legal services Housing & homelessness Human services
Posted by
Elissa L
Elissa L.

Executive Director/Managing Attorney

Our mission

Our Mission is to empower and transform the lives of those who are burdened by a criminal record and to provide a safety net for those at risk of re-entering the criminal justice system.

What we do

We help people clean up their criminal record and integrate back into the community.

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