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Accounting Systems Review

Help Changing Tides Foundation with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
Changing Tides Foundation
Encinitas, CA, USA
Changing Tides Foundation
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Changing Tides Foundation
Encinitas, CA, USA

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Cause
Environment
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Accounting

Posted May 10th

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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

We have one main bank account, and use Quickbooks for accounting. Some categorization and classes could be reorganized for more efficient record keeping.Our fiscal year just ended, as a member of the finance committee, I'm looking for assistance in reconciliation, and end of year wrap up. Also, some re-organizing forthe future! Thanks!

What we have in place
  • We currently have all most recent bank statements, which should make it easy for you to get started. We also have access to our Quickbooks, and the ability to provide any other information you need.
How this will help
This project will save us $8,564 , allowing us to put our funds towards our programs inspiring women to help the planet! We want our money to go towards our mission as much as possible instead of admin!

End of fiscal year wrap up! We need to reoganize our finances as a whole and be more organized for the future success of our organization.

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

Changing Tides Foundation
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Causes
Environment Community & economic development Gender equity & justice
Posted by
Marissa M
Marissa M.

Marissa Myer CFO

Our mission

Our Mission is to Empower Women to Protect the Planet and Promote Inclusivity in the Ocean and Beyond.

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