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Accounting Systems Review

Help Boston After School & Beyond with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
Boston After School & Beyond
Boston, MA, USA
Boston After School & Beyond
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Boston After School & Beyond
Boston, MA, USA

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Cause
Education
Skills
Accounting

Posted January 15th

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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
What we have in place
  • We currently use Quickbooks and Salesforce to keep track of our accounting needs. Our Finance Manager and Executive Assistant can walk you through how we use these systems as well as what research we have already conducted on other accounting software options.
How this will help
This project will save us $8,564 , allowing us to focus on funding out-of-school time programs in Boston that are making a difference in the lives of thousands of youth.

As a growing organization, this project will help us to better organize our accounting practices and create a more seamless process for managing bills, grants, contracts, etc.

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

Boston After School & Beyond
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Cause
Education
Posted by
Alexandra W
Alexandra W.

Executive Assistant

Our mission

Boston After School & Beyond is a public-private partnership dedicated to supporting, strengthening, and expanding Boston's after-school sector. By fostering strategies that link education and enrichment efforts, Boston Beyond seeks to improve outcomes for Boston's youth.

What we do

Boston After School & Beyond is a public-private partnership that seeks to realize Mayor Thomas M. Menino's goal of ensuring that every child in Boston has the opportunity to develop to his or her full potential. Boston Beyond's role is to expand learning and skill development opportunities for students.

Boston Beyond catalyzes partnerships among program providers, philanthropy, business and higher education, and the City of Boston, especially the Boston Public Schools. Boston Beyond advances student learning by leveraging the strengths of program providers, both large and small, through a coordinated approach to school and community partnerships. This coordinated approach is at the core of every Boston Beyond initiative.

Boston Beyond approaches its work through strategic functions:

- Convening and Communication.
- Policy Development and Coordination.
- Research and Analysis.
- Program Demonstration and Partnerships.

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