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Accounting Systems Review

Help Tucson Audubon with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
Tucson Audubon
Tucson, AZ, USA
Tucson Audubon
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Tucson Audubon
Tucson, AZ, USA

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Cause
Environment
Skills
Accounting

Posted July 13th

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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 are a $2.7M/year organization and have not had an audit. Before we engage an auditor, we would like to do a systems review to ensure that we will be audit ready. We use Quick Books. We hope to begin this project in early September.

What we have in place
  • We currently have a well set up accounting system in Quick Books, which should make it easy for you to get started. We also have a Finance and Operations Director to coordinate the project, and the ability to provide any other information you need.
How this will help
This project will save us $8,564 , allowing us to do more outreach in the diverse communities of southern Arizona, developing programs and field trips that meet their needs and help to engage them in the delightful experience of birding.

We have grown by about 30% in the past 3 years, and expect to experience continued growth. It's certainly time to have an outside auditor review our financials and systems to provide recommendations for us and assurances for our funders. We want to be sure we are ready for that kind of investment and are likely to have a positive result.

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

Tucson Audubon
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Causes
Environment Animals
Posted by
PC
Patti C.

Interim Executive Director

Our mission

Tucson Audubon inspires people to enjoy and protect birds through recreation, education, conservation, and restoration of the environment upon which we all depend.

Testimonials

Read the Impact Story
Enrique was quick to respond, good with timelines and easy to work with.
Patti C.

Interim Executive Director

Accounting Systems Review Project

(No testimonial has been submitted by Enrique)
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