Accounting Systems Review

Posted by
Kamala A.

Project Director

Posted Date
Apr 16, 2019
Location
Virtual volunteer opportunity
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2 applications submitted

Impact statement
This project will save us $8,564 , allowing us to utilize the funds towards other organization expenses.

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
What We Have In Place
  • Our accountant is new to non-profit organization accounting and needs guidance in particular areas of the practice. This project is set up for our accountant to get counseling in the different areas that help is needed to create a successful accounting system for our organization
How This Will Help

We are currently applying to become a stand alone non profit organization and need the accounting system to be strong as we take this next big step.

Project may require a short interview with the organization.

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 and 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

Our Mission

To nourish Hawai`i's loko i`a (fishponds) communities through hands on education, community advocacy, and place based management of natural resources.