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Accounting Systems Review

Help We Lead Ours with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
We Lead Ours
Oakland, CA, USA
We Lead Ours
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We Lead Ours
Oakland, CA, USA

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Cause
Youth development
Skills
Accounting

Posted August 23rd

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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
Additional details

We Lead Ours is looking for someone that can complete a fiscal audit to help position our organization to go after larger grants. Since our start, our monies have come through fundraising and small-scaled fee-based activities. We will kick off our 10th year in business this upcoming January and we need all of our capacity building tools developed.

What we have in place
  • We currently have A bank account, savings account, PayPal, Waveapps, which should make it easy for you to get started. We also have Flipcause fundraising button on website & payroll records, and the ability to provide any other information you need.
How this will help
This project will save us $8,564 , allowing us to hire more enrichment after-school coordinators, buy more supplies, update our office, and provide our high school volunteers with a stipend.

This project is important because it will allow WELO the opportunity to understand our financial health and support us towards building our organizational capacity to develop and expand.

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

We Lead Ours
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Causes
Youth development Community & economic development Education
Posted by
Dwayne A
Dwayne A.

Executive Director

Our mission

We Lead Ours is a community organization that provides youth with career exploration, college preparation, and civic engagement programs that strengthens youth social and emotional abilities through enrichment and physical education activities.

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