Financial Planning

Help PLUS ME Project 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.
PLUS ME Project
Los Angeles, CA, USA
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PLUS ME Project
Los Angeles, CA, USA

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Posted April 21st

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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)
Additional Details

We are looking to strengthen our current excel forecasting system with a more in-depth sheet that will support us as we decide hiring opportunities.

What We Have In Place
  • We currently have an excel sheet that we use, which should make it easy for you to get started. We also have a clear idea of what we need, and the ability to provide any other information you need.
How This Will Help
This project will save us $14,474 , allowing us to bring more storytelling workshops to youth in LA.

As our organization continues to grow, this support will help us as our board makes key decisions for our future.

Project Plan

P
Prep: Distribution of Prep Materials
  • Volunteer Manager provides Professional with current accounting needs and practices, chart of accounts or operating budget, and financial statements currently being generated (e.g,. statement of financial position, statement of activities, or statement of cash flows)
  • Optional: If you are concerned about the sensitive nature of your financial data, have a volunteer sign a non-disclosure agreement
1
Milestone 1: Analysis & Recommendations
  • Professional analyzes current accounting system, and recommends improvements to data gathering, reporting, or implementation of new bookkeeping software
  • Volunteer Manager provides feedback which Professional incorporates
2
Milestone 2: Implementation
  • Professional helps the Volunteer Manager to implement recommendations
3
Milestone 3: Training
  • Professional trains Volunteer Manager on how to fully implement recommendations to ensure sustainability
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About The Org

PLUS ME Project
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Posted by
Richard R.

Executive Director

Our Mission

PLUS ME Project is a community partner dedicated to empowering youth to increase their confidence for college and career advancement by teaching the art of storytelling.

What We Do

We provide personal narrative presentations, workshops, and training to students, parents, and educators throughout Southern California.

Testimonials

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