Accounting Systems Review

Help Poetic Justice Inc. with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
Poetic Justice Inc.
Tulsa, OK, USA
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Poetic Justice Inc.
Tulsa, OK, USA

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Accounting

Posted July 23rd

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 use quickbooks online. We want to make sure that we have the best system set up and also would like to find a more streamlined way to do monthly reporting that matches up with the budget.

What We Have In Place
  • We currently have quikckbooks and reports from it, which should make it easy for you to get started. We also have the past two year's budgets, 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 programming including adding a new program.

We have only been tracking finance in a systematic way for less than two years. The staff member in charge of this does no have a background in finance and accounting so we want to make sure that 1)everything is being done correctly and 2) that we have our systems set up so that someone else can take over easily if that become necessary.

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

Poetic Justice Inc.
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Posted by
Ellen S.

Founder, Executive Director

Our Mission

Poetic Justice seeks to empower incarcerated women by utilizing poetry to express their feelings and ideas. This unique and dynamic class introduces the women to a sense of their own value and eloquence which enables them to change.

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