Accounting Systems Review

Help The Tulsa Initiative Inc with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
The Tulsa Initiative Inc
Beltsville, MD, USA
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The Tulsa Initiative Inc
Beltsville, MD, USA


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Posted August 18th

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

Currently using Aplos as our organization's accounting system.

What We Have In Place
  • We currently have different accounting reports & budgets that can be provided, which should make it easy for you to get started. We also have access to provide to aplos to assist with walk-through, and the ability to provide any other information you need.
How This Will Help
This project will save us $8,564 , allowing us to make impact in our programs and the community we serve.

Organization finances can hurt an organization if we are not capturing and planning stuff correctly and it could be a result of the system we use.

Project Plan

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
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.
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

The Tulsa Initiative Inc
Posted by
Ocie S.

Assistant Executive Director (Admin & Development)

Our Mission

Our mission is to introduce entrepreneurs to positive role models, to develop intellect, and to build positive attitudes and a healthy mindset. We believe that through this initiative, entrepreneurial leaders will emerge and make a significant positive impact in the community.

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