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Accounting Systems Review

Help AZ Cyber Initiative with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
AZ Cyber Initiative
Nogales, AZ, USA
AZ Cyber Initiative
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AZ Cyber Initiative
Nogales, AZ, USA

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Cause
Philanthropy & capacity building
Skills
Accounting

Posted September 20th

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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 have an QuickBooks account along with full records of operational expenses for review and awareness.

What we have in place
  • We currently have complete bank statements for every donation and expense, which should make it easy for you to get started. We also have Quickbooks account that contains all the information, and the ability to provide any other information you need.
How this will help
This project will save us $8,564 , allowing us to invest our funding in programming that will benefit our target population in Arizona.

In order to maintain 501(c)(3) status, it is mandated per law to keep certain accounting requirements in check and in good standing.

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

AZ Cyber Initiative
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Causes
Philanthropy & capacity building Education Science & technology
Posted by
Manuel F
Manuel F.

CEO / Founder

Our mission

Our mission is to help prepare the next generation of cybersecurity professionals in our state and give them the tools they will need to succeed in the evolving digital workforce.

What we do

1. Help Arizona students and educators learn the necessary skills and provide access to opportunities and programs to enhance their professional development

2. Identify those students with relevant talents and interests for careers in cybersecurity and help them pursue their educational and professional goals

3. Partner with existing private and public organizations and build coalitions to establish Arizona as a leader in cybersecurity

Testimonials

Read the Impact Story
I could not imagine working with anyone else. Jan is not only extremely knowledgeable in this area, but is also passionate about helping organizations reach their full ~accounting~ potential and is extremely patient in guiding you through that process. Especially for someone like myself that has zero accounting background. Would highly recommend and hope I get to work with him again in some future capacity.
Manuel F.
Manuel F.

CEO / Founder

Accounting Systems Review Project

(No testimonial has been submitted by Jan)
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