Accounting Systems Review

Help Williamsburg James City County Community Action... with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
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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

The Williamsburg James City County Community Action Agency is requesting a review of the Finance Policy Manual. This documentation falls in line with current financial procedures within the agency. A close collaboration with the agency's administration will be required.

What We Have In Place
  • We currently have finance policy manual, which should make it easy for you to get started. We also have any supporting documents, and the ability to provide any other information you need.
How This Will Help
This project will save us $8,564 , allowing us to place those resources in additional administrative support to enhance the community development initiatives.

A review of this documentation will bring a fresh perspective to the accounting procedures within the agency and allow the agency to stay abreast of current resources and practices for non-profit accounting.

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

To act as a trusted resource of integrated services and community partnerships, that promotes self-sufficiency for individuals and families in targeted communities.

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