Financial Planning

Help Bay County Medical Care Facility improve their ability to predict the financial impact of changes in their funding and expenses, so that they can effectively plan for the future and avoid surprises.
Bay County Medical Care Facility
Essexville, MI, USA
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Bay County Medical Care Facility
Essexville, MI, USA


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Posted July 29th

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Project Details

What We Need
  • An Excel spreadsheet custom-built specifically for the Organization's finances
  • Training on how to use the spreadsheet to understand the current financial situation and predict future states (e.g., plan for budget increases or decreases, hiring, and other key drivers)
Additional Details

Our organization does not currently use any tool for cash management or forecasting. I'm seeking guidance on creating a useful excel tool to help manage our inflows and outflows and use for current and long range planning. We use Sage Intacct for accounting and have the Cash Management module but it has never been used. I am new in my Finance Director role here. I am a CPA and have worked with files like this in the past.

What We Have In Place
  • We currently have a strong accounting software program and excel knowledge, which should make it easy for you to get started. We also have 8 that I supervise in our business office to supply info, and the ability to provide any other information you need.
How This Will Help
This project will save us $14,474 , allowing us to continue to serve our nursing home patients with excellent care and keep the necessary staff on hand to do this.

This would greatly help in making decisions and provide greatly control over our finances and budget. We have been hit very hard by Covid; this last year has greatly affected our revenues and we are in dire need of close control over cash and expense control

Project Plan

Prep: Distribution of Prep Materials
  • Volunteer Manager provides Professional with current accounting needs and practices, chart of accounts or operating budget, and financial statements currently being generated (e.g,. statement of financial position, statement of activities, or statement of cash flows)
  • Optional: If you are concerned about the sensitive nature of your financial data, have a volunteer sign a non-disclosure agreement
Milestone 1: Analysis & Recommendations
  • Professional analyzes current accounting system, and recommends improvements to data gathering, reporting, or implementation of new bookkeeping software
  • Volunteer Manager provides feedback which Professional incorporates
Milestone 2: Implementation
  • Professional helps the Volunteer Manager to implement recommendations
Milestone 3: Training
  • Professional trains Volunteer Manager on how to fully implement recommendations to ensure sustainability
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About The Org

Bay County Medical Care Facility
Posted by
Jackie M.

Finance Director

Our Mission

Bay County Medical Care Facility is committed to supporting the individual in maintaining life with purpose, choice, dignity and respect.


Meena did a great job providing a detailed excel sheet for cash forecasting similar to something I'd used in the past. She was pleasant to deal with by email and Zoom and was very timely with responses and completing the file. I highly recommend her!
Jackie McCarthy
Jackie M.

Finance Director

Financial Planning Project

It was a great pleasure working with Finance Director, Jackie McCarthy. She provided all the information required in a timely manner to complete this project on time. She was so helpful, pleasant and flexible. I highly recommend to work with her.
Meenakshi Balasubramanian
Meenakshi B.


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