Back to all projects

Accounting Systems Review

Help The Fishing School with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
The Fishing School
Washington, DC, USA
The Fishing School
Unfollow
Log in to follow
The Fishing School
Washington, DC, USA

0

Live Projects

2

Matched Projects
1 Followers
Cause
Education
Skills
Accounting

Posted August 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
What we have in place
  • To better assist you, we can make the following available to you:

    A staff member responsible for Organization's bookkeeping with ability to access and discuss financial information such as statements and operating budget.

    A staff member committed to managing project and implementing its recommendations.
How this will help
This project will save us $8,564 , allowing us to maximize providing high quality programming to DC youth at no charge and funding staff training and advancement opportunities.

This project will help assess our organizations' financial management capacity, identify areas for improvement, make specific action plans to address shortcomings, and monitor for improvement.

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
Show more

About the org

The Fishing School
Unfollow
Causes
Education Youth development
Posted by
QM
Quinci M.

Chief Operating Officer

Our mission

The Fishing School prepares public elementary and middle school students for success in high school and life by improving their academic performance and life skills; and engaging them and their parents in intensive, multi-year, and research-based out-of-school time and parent engagement activities.

The pixel