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Accounting Systems Review

Help 21st Century School Fund with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
21st Century School Fund
Washington, DC, USA
21st Century School Fund
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21st Century School Fund
Washington, DC, USA

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Cause
Education
Skills
Accounting

Posted June 17th

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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
What we have in place
  • We currently have Akua Filardo assigned to this project, which should make it easy for you to get started. We also have online access to our accounting and related files, and the ability to provide any other information you need.
How this will help
This project will save us $2,653 , allowing us to direct funds toward providing technical assistance to our DC based volunteer education reform groups in C4DC (the Coalition for DC Public Schools and Communities).

The 21st Century School Fund has not had an audit in 2 years, because we have not been required to and our funding has been directed to starting a national coalition for school facilities at the national level; and at the DC level working to support C4DC. We know we have some holes in our accounting, but think we can make quick work of it with a little expertise.

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

21st Century School Fund
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Causes
Education Community & economic development Environment
Posted by
Mary F
Mary F.

Executive Director

Our mission

Build public will and governmental capacity for modern and equitable PK-12 public school facilities that support high quality education and community revitalization.

What we do

SEEK TRUTH
* Listen to stakeholders
* Collect and analyze data
* Research PK12 public school facilities & their impacts
INNOVATE
* Develop model policies
* Test new practices
* Invent technology tools
EMPOWER OTHERS
* Provide technical assistance
* Share data, analysis & insights
* Advocate for reforms
* Share funding

Testimonials

Read the Impact Story
Alpa was so knowledgeable and practical. We took her advice on payroll and are now saving about $200 per month.
Mary F.
Mary F.

Executive Director

Accounting Systems Review Project

Mary was very knowledgable and great to work with.
Alpa S.
Alpa S.

Volunteer

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