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This project was completed on Oct 13, 2020
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Matched with Mark R.
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See the Impact story
Excel-Based Accounting System
Youth On Their Own (YOTO)
Excel-Based Accounting System
Project details
What we need
- Setup or update of accounting system in Excel or Google Sheets
- Training and guidelines on how to manage system and generate basic reports
Additional details
Our mid-level managers are seeking tools to help manage their department budgets, by using Excel to track expenses that can later be reconciled with our Finance Office each month.
What we have in place
- We currently have finalized departmental budgets outlined in Excel, which should make it easy for you to get started. We also have budget to actuals for the current year, and the ability to provide any other information you need.
How this will help
This project will save us $1,984 , allowing us to respond to recent COVID supports for our youth, such as distance learning tools, basic needs support, and utility assistance.
YOTO is committed to creating strong and effective leaders within our organization and has recently given autonomy to department managers to oversee their respective budgets. This allows our organization to ensure that managers have the tools they need to successfully lead their teams and ultimately provide the best possible services to the youth we serve.
Project plan
Posted by
Matt S.
Program Operations Manager
Our mission
Youth On Their Own (YOTO) supports the high school graduation and continued success of youth experiencing homelessness.
What we do
YOTO serves homeless Pima County (Arizona) youth in grades 6-12 by providing financial assistance (a monthly stipend and emergency bill payment assistance), basic human needs (free food, hygiene products, clothing, school supplies and more), and one-on-one guidance.
The graduation rate among YOTO students is currently 82% which is 4% higher than the AZ state average of 78%.
Testimonials
Mark was incredible to work with. He made sense of a somewhat unclear project scope that we had in mind, offering ideas and suggestions to help simplify an expense tracker that helps us track our organizational department budgets. He was responsive, finished the project quickly, and took time to walk me through the final Excel spreadsheet while teaching me some tips and tricks along the way. Thanks Mark!
Matt was a great collaborator. He described needs very clearly and was prompt with feedback. It was a pleasure working with Matt and YOTO.
