Be the first to apply
Back to all projects

Operating Budget

Help Therapeutic Ranch for Animals and Kids (TRAK) put together a detailed operating budget covering at least one full fiscal year and provide expert advice on managing cash flow.
Therapeutic Ranch for Animals and Kids (TRAK)
Tucson, AZ, USA
Therapeutic Ranch for Animals and Kids (TRAK)
Unfollow
Log in to follow
Therapeutic Ranch for Animals and Kids (TRAK)
Tucson, AZ, USA

0

Live Projects

19

Matched Projects
3 Followers
Cause
Youth development
Skills
Accounting Finance

Posted December 11th

Operating Budget

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 are a growing organization that is expanding in programming, staff, and other expense endeavors that will require a completely new approach in maintaining a strict budget for the next 5 years. We want to focus on the program/donor revenue and community outreach by being able to have our budget as routine based as possible, yet able to flex for large/random purchases. The goal is to specify certain program income/donations to pay for annual expected bills (insurance, payroll, utilities, etc).

What we have in place
  • We currently have quickbooks online accountant, which should make it easy for you to get started. We also have p&l's from 2015 to now, expense areas, system processes, and the ability to provide any other information you need.
How this will help
This project will save us $9,114 , allowing us to feed animals, pay staff, make more programs/activities for kids/members.

The new year 2020 is around the corner. We are increasing prices in memberships and other services. We need better idea of budget outcome to make moves with staff, programs, and grant opportunities.

Project plan

P
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
1
Milestone 1: Information Gathering & 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
2
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
3
Milestone 3: Explanation & 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
Show more

About the org

Therapeutic Ranch for Animals and Kids (TRAK)
Unfollow
Causes
Youth development Animals Human services
Posted by
Ana G
Ana G.

Administrative Assistant/Office Manager

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.

The pixel