Accounting Systems Review

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Posted Date
Jun 4, 2019
Virtual volunteer opportunity
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1 application submitted

Impact statement
This project will save us $8,564 , allowing us to free up some funding to acquire and implement a new accounting software and a new donor relationship management platform. This will provide additional donations to fund our community based programs.

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 are looking for an accounting solution that can help us integrate data from different areas, including programs and fundraising while at the same time providing reports and analysis on real time

What We Have In Place
  • We currently have Abila MIP, Abila Fundraising 50, Active Net, Excel and ADP, which should make it easy for you to get started. We also have the board commitment on exploring alternatives for us, and the ability to provide any other information you need.
How This Will Help

This project will help us have a better understanding of the opportunities to streamline our processes and safe staff time. This will allow us to choose the best option for us to also improve our internal controls. The project will provide us with the tools needed to improve our internal and external reporting as well as to keep a closer eye on our financial performance while providing the children and families in the community with comprehensive programs to help them accomplish their goals.

Project may require a short interview with the organization.

Project Plan

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
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.
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

Strengthening communities by helping people build better lives.

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