Accounting Systems Review

for  Pediatric Foundation of Michigan
Lansing, MI, USA
Posted by
Jared B.

Executive Director

Posted Date
Jun 11, 2019
Virtual volunteer opportunity
Accounting Systems Review
Impact statement
This project will save us $8,564 , allowing us to delever continuing medical education to 2-3 more pediatric practices.

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 currently using Quickbooks but would like to be more effective in our reporting structure.

What We Have In Place
  • We currently have Quickbooks, which should make it easy for you to get started. We also have past reporting samples, and the ability to provide any other information you need.
How This Will Help

This will allow us to be more efficient with our financial reporting and create more useful reports. This will allow us to deploy resources in a more strategic way.

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

The Michigan Chapter of the American Academy of Pediatrics is committed to improving the physical, mental and social health of Michigan's infants, children, adolescents and young adults; partnering with pediatric providers, parents and communities; and supporting members by increasing their engagement, education, and expertise.

Our project is sponsored by:

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