Financial Planning
Help BeyondHome improve their ability to predict the financial impact of changes in their funding and expenses, so that they can effectively plan for the future and avoid surprises.
Financial Planning
Project details
What we need
- An Excel spreadsheet custom-built specifically for the Organization's finances
- Training on how to use the spreadsheet to understand the current financial situation and predict future states (e.g., plan for budget increases or decreases, hiring, and other key drivers)
What we have in place
- We currently have financial budgets through QuickBooks, which should make it easy for you to get started. We also have case management/grant software, data on our 40 properties, and the ability to provide any other information you need.
How this will help
This project will save us $14,474 , allowing us to better serve our hard working families on their journey to becoming self sufficient for life.
This project will help us better plan for future facility needs and growth within the organization. It will also helpus tailor our program budgets specific to grant opportunities.
Project plan
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Testimonials
Jason is very talented in using Excel. He made an amazing spreadsheet for us to help us better understand, track, and plan for housing related maintenance expenses!
(No testimonial has been submitted by Jason)