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Accounting Systems Review

Help Friendship Inc with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
Friendship Inc
Milwaukee, WI, USA
Friendship Inc
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Friendship Inc
Milwaukee, WI, USA

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Cause
Human services
Skills
Accounting

Posted June 20th

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

looking for help auditing systems and records

What we have in place
  • We currently have Quickbooks, which should make it easy for you to get started. We also have an Accountant service, and the ability to provide any other information you need.
How this will help
This project will save us $8,564 , allowing us to use funds to support operations negatively impacted by Covid 19

ensure financial records are accurate and efficient

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

Friendship Inc
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Causes
Human services Education Health & nutrition
Posted by
Rozalia H
Rozalia H.

President

Our mission

The mission of Friendship Inc. is to provide a safe, healthy educational, social and recreational environment for those and their families who are recovering from alcoholism and other drug addictions.

What we do

IF YOU ARE LOOKING FOR:
Good, Sober Friends
12 Step Recovery Meetings
Meaningful Volunteer Work
Skill Enhancement Opportunities
Wholesome Recreation:
Pool
Chess
Cards
Dominoes
Darts
Video Games
Other Activities
Friendship Incorporated is dedicated to the efforts of providing social, recreational and educational activities to the recovering alcoholic/addict, his/her family, friends and others interested in the recovery process.

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