What We Need
- A detailed Operating Budget covering at least one full fiscal year
- Expert advice on how to reconcile actual expenses with budgeted expenses
I would like assistance in creating a budget for our organization for our 2021-2022 fiscal year (August- July). We do not have a complicated situation, and I have done my own nonprofit corporation budgets for several years, but I have never had input from a finance person, and I want to do this more systematically and with more understanding of the process itself and tools I could use to help with it.
What We Have In Place
- We currently have quickbooks online (since July 2020) and good records, which should make it easy for you to get started. We also have an idea of expenses coming up for this year, and the ability to provide any other information you need.
How This Will Help
This project will save us $9,114 , allowing us to pay for a director for one of our programs!
It will help us to plan more accurately, and learn to account for unexpected expenses, how to project, etc.
About The Org
St John Singers d/b/a Sing St John
To provide universally accessible singing for all ages on St. John; fostering cultural awareness, a meaningful sense of community, and resilience.
What We Do
We bring a very diverse and stratified island community together in times of joy and times of hardship through our events and in-school singing programs. We provide all of the community singing for our island, and seek to create inroads of understanding and connection across socioeconomic, cultural and linguistic division through shared musical experience.
Karen was fantastic to work with on our budget: highly skilled, and excellent with making financial plans and reports on excel. She also worked very fast. Because of her assistance in producing clear reports, our board had a very smooth budgeting meeting, and I know that next time I do a budget I will know a lot more, and be able to use the spreadsheet she made for us as a template. Thank you Karen!
(No testimonial has been submitted by Karen)