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Excel-Based Accounting System

Help Plant-for-the-Planet Foundation set up an accounting system in Excel or Google Sheets to support their budgeting and reporting needs.
Plant-for-the-Planet Foundation
Uffing, Germany
Plant-for-the-Planet Foundation
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Plant-for-the-Planet Foundation
Uffing, Germany

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Cause
Environment
Skills
Accounting

Posted July 30th

Excel-Based Accounting System

Project details

What we need
  • Setup or update of accounting system in Excel or Google Sheets
  • Training and guidelines on how to manage system and generate basic reports
Additional details

I need support for our 501(c) 3 non-profit registered in CA and Oregon.Setting up a bookkeeping system to be able to provide a detailed overview of our different accounts leading to a profit and loss statement and a balance sheettht can be reviewed by external auditors and CPAs to meet our IRS/ tax requirements

What we have in place
  • We currently have an complete overview of our donations/expenses in excel, which should make it easy for you to get started. We also have all corresponding bank statements, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to empower youth and plant trees

This project is crucial to meet our organizations tax/ IRS duties and maintain public support status.

Project plan

P
Prep: Information Sharing
  • Volunteer Manager shares existing financial record keeping methods and/or financial reporting system
  • Volunteer Manager shares Organization's financial reporting needs and goals
  • Professional makes recommendations on accounting system reports to address the Organization's needs
  • Note: If necessary, Volunteer Manager may have Volunteer sign a Non Disclosure Agreement (NDA) prior to sharing and discussing Organization’s financial information
1
Milestone 1: Implementation
  • If necessary, Professional migrates data into Excel
  • If necessary, Professional and Volunteer Manager check accuracy of migration
  • Professional organizes spreadsheet based on Organization's needs
2
Milestone 2: Training & Handover
  • Professional provides basic training for Volunteer Manager and supporting staff for tracking and reporting, including guidelines for continued use of system
  • Professional reviews above guidelines and tips with Volunteer Manager
  • Professional stays available for up to two weeks to address questions as Volunteer Manager starts to adopt new bookkeeping system
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About the org

Plant-for-the-Planet Foundation
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Causes
Environment Community & economic development Youth development
Posted by
ME
Marina E.

Project Coordinator (she/her)

Our mission

Plant-for-the-Planet is a children and youth initiative promoting Climate Justice and setting new standards on using technology to enable the reforestation of 1 trillion new trees. #Plant-for-the-PlanetApp #trilliontreecampaign #stoptalkingstartplanting

https://youtu.be/YdDCuv7p8IQ

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