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Accounting Systems Review

Help Echoing Hope Ranch with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
Echoing Hope Ranch
Hereford, AZ, USA
Echoing Hope Ranch
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Echoing Hope Ranch
Hereford, AZ, USA

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Cause
Human services
Skills
Accounting

Posted April 8th

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

I currently use Quickbooks online and would consider myself a novice/intermediate user of the software. I would like to get an extra pair of eyes on our chart of account, an analysis of current payroll entry, how to enter grant information and spend against it and any other advice.

What we have in place
  • We currently have Quickbooks Online, which should make it easy for you to get started. We also have ???, and the ability to provide any other information you need.
How this will help
This project will save us $8,564 , allowing us to report our financial status more accurately, provide better reports for grant applications, and ultimately allow for expansion of the services our organization can provide.

I want to ensure our organization is set up and improves on the current financial reporting. We are currently running on a cash basis and have the goal of moving to accrual. Any expertise would be greatly appreciated.

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

Echoing Hope Ranch
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Causes
Human services Education Employment services
Posted by
AP
Amanda P.

Chief Operating Officer

Our mission

Our mission is the growth, discovery and lifelong learning for people with autism and other developmental disabilities in safe and respectful homes and communities.

What we do

Echoing Hope Ranch is a place where individuals with autism can be productive in a peaceful, supportive environment in Southern Arizona. We offer a wide array of services, including residential, day, employment, and respite programs.

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