This project was completed on Oct 26, 2019
Matched with Herb T
Matched with
Herb T.

Accounting Systems Review

Help Pediatric Palliative Care Coalition with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.

Posted October 20th

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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

We are a very small nonprofit and use QuickBooks online for our accounting. We have several glitches in our set up that need to be corrected. We would also like to align our QuickBooks with our budget for easy reporting/budgeting purposes. We would also like to learn how to categorize grant expenses within QuickBooks.

What We Have In Place
  • We currently have QuickBooks online, which should make it easy for you to get started. We also have spreadsheets with all income and expenses categorized, and the ability to provide any other information you need.
How This Will Help
This project will save us $8,564 , allowing us to put our resources towards helping families and medical professionals caring for children with life limiting disease - our core mission.

As a small nonprofit with only one employee (we have a volunteer treasurer and we use an accounting service for yearly taxes) it is really important to have our financial information in a really easy to use format. Not only does it save time for our staff person, but it is less costly when providing yearly information to the accountant.

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

Pediatric Palliative Care Coalition provides resources for families and medical professionals caring for children with life limiting illness.


Herb was great to work with! He was very responsive and communication was easy. He quickly solved my accounting problems and had some helpful suggestions for moving forward.
Betsy Hawley
Betsy H.

Executive Director

Accounting Systems Review Project

Betsy was a joy to work with. She provided all information and documents I needed to perform my responsibilities in completing the project. I am impressed with PPCC mission and hope to work with Betsy in the future, as she implements my suggestions to improve their accounting system.
Herb Tinow
Herb T.


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