Accounting Systems Review

Help Thomas House Temporary Shelter with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
Thomas House Temporary Shelter
Garden Grove, CA, USA
Skills
Accounting

Posted October 15th

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 financial reports from Quickbooks, which should make it easy for you to get started. We also have audited financial statements, and the ability to provide any other information you need.
How This Will Help
This project will save us $8,564 , allowing us to provide more direct services to the 19 homeless families with children we are currently serving.

We want to improve our processes so that we function better as an organization and are better stewards of the support we receive.

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 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.
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

Our Mission

To provide a safe, supportive environment and the resources necessary for homeless families with children to remain together while empowering them to become independent and self-sufficient.

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