Back to all projects

Accounting Systems Review

Help International Corporate Accountability Roundtable… with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
International Corporate Accountability Roundtable/PTP
Washington, DC, USA
International Corporate Accountability Roundtable/PTP
Unfollow
Log in to follow
International Corporate Accountability Roundtable/PTP
Washington, DC, USA

0

Live Projects

29

Matched Projects
9 Followers
Cause
Justice & legal services
Skills
Accounting

Posted September 22nd

Share this project:
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

I would like an accounting professional to review our current accounting systems and suggest software or tools that could replace manual processes.

What we have in place
  • We currently have manual systems for tracking and financial projections, which should make it easy for you to get started. We also have manual systems for staff time allocations, and the ability to provide any other information you need.
How this will help
This project will save us $8,564 , allowing us to focus on other operational areas.

I would like to move from manually building these systems to using a software/tool to help with our accounting. This would save much staff time dedicated to building/updating these manual systems.

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
Show more

About the org

International Corporate Accountability Roundtable/PTP
Unfollow
Cause
Justice & legal services
Posted by
MT
Melissa T.

Volunteer manager

Our mission

The International Corporate Accountability Roundtable (ICAR) harnesses the collective power of progressive organizations to push governments to create and enforce rules regarding corporations that promote human rights and reduce inequality.

Testimonials

Read the Impact Story
(No testimonial has been submitted by Melissa)
(No testimonial has been submitted by Lucy)
The pixel