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Accounting Systems Review

Help Therapeutic Ranch for Animals and Kids (TRAK) with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
Therapeutic Ranch for Animals and Kids (TRAK)
Tucson, AZ, USA
Therapeutic Ranch for Animals and Kids (TRAK)
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Therapeutic Ranch for Animals and Kids (TRAK)
Tucson, AZ, USA

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Cause
Youth development
Skills
Accounting

Posted November 20th

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 are a small, but rapidly growing non-profit. We recently purchased and implemented QBO, but need help re-structuring our accounting system and processes. Due to our size, our finance position has lacked financial knowledge and structure. We would like to recruit a volunteer who can provide structure and help our Finance Director implement best practices into her daily routine; suggest better account practices, have weekly calls with her, and can help answer questions when they come up.

What we have in place
  • We currently have Quickbooks Online, which should make it easy for you to get started. We also have a CPA who reviews our reports and data, and the ability to provide any other information you need.
How this will help
This project will save us $8,564 , allowing us to feed and care for two of our horses for one year.

We would like to be able to sustain our growth in order to grow our impact in our community. That starts with being able to have core processes when it comes to our financials, creating stability within that department.

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

Therapeutic Ranch for Animals and Kids (TRAK)
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Causes
Youth development Animals Human services
Posted by
Jordyn C
Jordyn C.

Director of Development and Communications

Our mission

Strengthening kids and community through animal interaction. Program is focused on children with and without specific challenges. The focus of the program is to offer participants opportunities to provide service to people and animals of the community. Participants will receive specific educational skills, business, and vocational training that will aid in their efforts to help themselves, each other and their community.

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