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This project was completed on Oct 1, 2021
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Matched with Scott M.
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See the Impact story
Accounting Systems Review
Open Heart Leaders
Open Heart Leaders
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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
A review of current practices and what we can improve or change before hiring a new accountant.
What we have in place
- We currently have systems and documentation, which should make it easy for you to get started. We also have staff, 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 a standard operation procedure in place for this department.
It will help minimize overspending and help create better funding goals for the organization by assessing the funding sources that come in.
Project plan
Posted by
April L.
CEO & Founder
Our mission
Mission: The sole purpose of Open Heart Leaders is to restore broken networks and funnel lost resources back into marginalized communities. Through planned workshops, community activities and community-driven engagement, Open Heart Leaders empowers, restores, and builds better relationships within communities.
Vision: We specialize in helping people from diverse backgrounds. No matter where you are in life we can, and we will meet you there. We strive to help align the head and heart to create and maintain a healthy connection between your physical, spiritual, and emotional self.
What we do
Open Heart leaders is a 501c3 nonprofit organization founded on the principles of developing and creating leaders from a healthy standpoint in life. Open Heart Leaders offers life coaching, mediation, mentoring, and interactive discussions as some of the options to the community. Using these programs, OHL creates space for a person to heal and feel whole emotionally, mentally, physically, intellectually, and spiritually, and has adapted several creative and uniformed ways of exercising this healing. The OHL center consists of licensed therapists, certified life coaches, mediation specialists, certified trainers, interns, educators, and mentors as volunteers to make sure all clients get the full attention and services, they need at little to no cost. Through the research of the communities it will be serving Open Heart Leaders prepares and caters uniquely structured plans of action for that specific location. Thus, the organization presents and facilitates programs, workshops, courses, and meetings that help rebuild, restore and empower communities. OHL has maximized on creating full wraparound services in predominantly marginalized communities that are often overlooked. With the help of local businesses and agencies, it is the goal of Open Heart Leaders to create avenues and ways of funneling lost resources and networks back into the communities with the guidance of proper leadership. Open Heart Leaders is not a political or religious based business, it is strictly founded on serving humanity with specific goals, values, morals, and principals put into action. The business is a charitable nonprofit that will depend on government grants and funding as well as fundraising and donations to stay productive.
Testimonials
Scott is a PURE JOY!!! He has transitioned from a volunteer to an Advisory Board Member of OHL. His wisdom and encouragement got us through a tough time in trying to figure out some system changes. His knowledge and expertise allowed us to shift to a better-streamlined accounting system and not overpay for systems and services not need for an org my size and capacity. He transitioned from a stranger to OHL FAMILY. We are happy to have him a part of the team.
(No testimonial has been submitted by Scott)
