Accounting Systems Review

Help Sensational Fun, Inc with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
Sensational Fun, Inc
Orchard Park, NY, USA
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Sensational Fun, Inc
Orchard Park, NY, USA

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Accounting

Posted July 19th

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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
What We Have In Place
  • We currently have detailed profit/loss report, which should make it easy for you to get started. We also have quickbooks online account to access reports, and the ability to provide any other information you need.
How This Will Help
This project will save us $8,564 , allowing us to continue to provide free and low cost services to kids and adults with diverse abilities.

Having a strong accounting system I'm sure you know is key to a strong organization. As a nonprofit starting out 5 years ago, all systems were given minimal attention and money. Although I believe we have a good accounting system, I know we could use the help in tweaking some things.

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

Sensational Fun, Inc
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Our Mission

To empower children and adults to embrace their different intellectual, social, and physical abilities and achieve their dreams through diverse play, activities, and exercise.

Testimonials

(No testimonial has been submitted by Jennifer)
I really enjoyed working with Jennifer. She was prepared and involved.
Jan Hertzsch
Jan H.

Volunteer

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