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Excel-Based Accounting System

Help Sierra Health Foundation: Center for Health Progr… set up an accounting system in Excel or Google Sheets to support their budgeting and reporting needs.
Sierra Health Foundation: Center for Health Programs fbo Sacred Places Institute for Indigenous Peoples
Santa Monica, CA, USA
Sierra Health Foundation: Center for Health Programs fbo Sacred Places Institute for Indigenous Peoples
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Sierra Health Foundation: Center for Health Programs fbo Sacred Places Institute for Indigenous Peoples
Santa Monica, CA, USA

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Accounting

Posted October 13th

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

Google Sheets is our go to excel

What we have in place
  • We currently have a fiscal sponsor accountant who can provide us balance sheet, which should make it easy for you to get started. We also have internal rudimentary google sheets with internal accounting, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to invest in our community programing and staff

We need to track our grant and invoicing more diligently in a way our staff can understand.

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

Sierra Health Foundation: Center for Health Programs fbo Sacred Places Institute for Indigenous Peoples
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Causes
Environment Civil rights Philanthropy & capacity building
Posted by
Amelia V
Amelia V.

Project Manager

Our mission

Building the capacity of Native Nations and Indigenous Peoples to protect sacred lands, waters, and cultures

SPI advocates for environmental, social and cultural justice and works locally, regionally, and globally to build the capacity of Native Nations and Indigenous Peoples to protect sacred lands, waters, and cultures. We work with Native Nations, Elders, traditional cultural practitioners, Indigenous organizations, environmental justice groups, universities, artists, youth, and others to protect environmentally and culturally significant places, practices, and ideologies and create paradigm shifts that support environmentally and socially just systems that assure the continuation of Indigenous cultures for all time.

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