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Accounting Systems Review

Help Olivet Medical Ministry, Inc., DBA Lackey Clinic with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
Olivet Medical Ministry, Inc., DBA Lackey Clinic
Yorktown, VA, USA
Olivet Medical Ministry, Inc., DBA Lackey Clinic
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Olivet Medical Ministry, Inc., DBA Lackey Clinic
Yorktown, VA, USA

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Cause
Health & nutrition
Skills
Accounting

Posted February 6th

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 need an analysis of our current finance process.

What we have in place
  • We currently use Quickbooks and can share any data/reports you may need.
How this will help
This project will save us $8,564 , allowing us to purchase patient supplies and medications.

We want to ensure we are following the correct financial procedures, but also want to eliminate any unnecessary/redundant steps.

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

Olivet Medical Ministry, Inc., DBA Lackey Clinic
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Cause
Health & nutrition
Posted by
Elizabeth C
Elizabeth C.

Director of Administrative Services

Our mission

To provide skilled and compassionate healthcare and counseling to the medically disadvantaged in a manner that honors the name of Jesus Christ.

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