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Matched with Jen D
Matched with
Jen D.

Operating Budget

Help Karat School Project put together a detailed operating budget covering at least one full fiscal year and provide expert advice on managing cash flow.
Karat School Project
Palo Alto, CA, USA

Posted October 16th

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Project Details

What We Need
  • A detailed Operating Budget covering at least one full fiscal year
  • Expert advice on how to reconcile actual expenses with budgeted expenses
Additional Details

We need someone to clean up our budget and put it in an easy to understand and simple format to be added to the business plan presented for grant seeking. This is a double currency budget so our candidate should have knowledge in laying out a budget in two different currencies and merging.

What We Have In Place
  • We currently have 2 to 3 years budget layout, which should make it easy for you to get started. We also have google sheet, and the ability to provide any other information you need.
How This Will Help
This project will save us $9,114 , allowing us to continue to provide meals and services to our children

Having a clear and organized operating budget that covers both countries will allow us to confidently present our self to prospective donors. It will enable us to keep a precise account of where donors' funds are making an impact.

Project Plan

Prep: Distribution of Prep Materials
  • Volunteer Manager provides Professional with materials currently being used for financial planning, such as the current operating budget or chart of accounts, and current financial statements
  • Volunteer Manager also provides any additional materials that will affect budgeting, such as a fundraising plan, earned income plan, or business plan
Milestone 1: Information Gathering and Outline
  • Professional does additional due diligence to address any questions or issues
  • Professional creates a detailed outline for the budget, to be shared with Volunteer Manager for feedback
Milestone 2: Budget Creation
  • Professional creates budget and shares it with the Volunteer Manager for feedback
  • Professional incorporates any feedback into the model for final draft version
Milestone 3: Explanation and Training
  • Professional delivers the budget, alongside a detailed written or verbal explanation of how the budget should be utilized and modified in the future
  • Professional provides advice on how to record and reconcile actual expenses against the budget
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About The Org

Our Mission

Educate to truly and sustainably eradicate poverty and inequality. To feed any hungry children that come to us because a hungry stomach cannot learn.
We provide early education to instill the love of learning. Provide quality education that includes new technology to bring children to the educational standard of the world they live in. Give children in extreme poverty the opportunity to reach their true potential. Provide urgently needed necessities including nutritional meals to enable students and their families to focus on learning.

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