Operating Budget

Help Lake County Habitat Inc put together a detailed operating budget covering at least one full fiscal year and provide expert advice on managing cash flow.
Lake County Habitat Inc
Baldwin, MI, USA
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Lake County Habitat Inc
Baldwin, MI, USA


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Posted February 26th

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Project Details

What We Need
  • A detailed Operating Budget covering at least one full fiscal year
  • Expert advice on how to reconcile actual expenses with budgeted expenses
Additional Details

The deliverables above do meet my need. I also would like assistance with making sure expenses are accurately documented properly.

What We Have In Place
  • We currently have QuickBooks access, which should make it easy for you to get started. We also have audit information, and the ability to provide any other information you need.
How This Will Help
This project will save us $9,114 , allowing us to put the money towards programming and providing services to the community.

This project is vital to the organization's existence and future growth. We need to understand what goals need to be set how to raise funds to support the mission.

Project Plan

Prep: Distribution of Prep Materials
  • Volunteer Manager provides Professional with materials currently being used for financial planning, such as the current operating budget or chart of accounts, and current financial statements
  • Volunteer Manager also provides any additional materials that will affect budgeting, such as a fundraising plan, earned income plan, or business plan
Milestone 1: Information Gathering & Outline
  • Professional does additional due diligence to address any questions or issues
  • Professional creates a detailed outline for the budget, to be shared with Volunteer Manager for feedback
Milestone 2: Budget Creation
  • Professional creates budget and shares it with the Volunteer Manager for feedback
  • Professional incorporates any feedback into the model for final draft version
Milestone 3: Explanation & Training
  • Professional delivers the budget, alongside a detailed written or verbal explanation of how the budget should be utilized and modified in the future
  • Professional provides advice on how to record and reconcile actual expenses against the budget
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About The Org

Lake County Habitat Inc
Our Mission

Seeking to put God's love in action Habitat for Humanity brings people together to build homes, community, and hope. We build strength, stability, self-reliance, and shelter.

What We Do

We prepare individuals through financial coaching, budgeting, and home buyer's educational classes to become successful homeowners.


Yuval is very knowledgeable and efficient.
Shawn Washington
Shawn W.

Executive Director

Operating Budget Project

(No testimonial has been submitted by Yuval)

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