Accounting Systems Review

Help JABALU NUR FOUNDATION, INC with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
JABALU NUR FOUNDATION, INC
Irving, TX, USA
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JABALU NUR FOUNDATION, INC
Irving, TX, USA

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Posted October 22nd

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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

I need assistance with Quickbooks online accounting systems for generating reports for 990 pf reporting.

What We Have In Place
  • We currently have Quick books online service, which should make it easy for you to get started. We also have willingness and the ability to learn quickly, and the ability to provide any other information you need.
How This Will Help
This project will save us $8,564 , allowing us to help support more families with financial support

We are a non profit agency actively involved in creating and providing to support to women and families that are challenged financially or otherwise. We need to make sure that our records are accurate and tell the financial picture for transparency.

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

JABALU NUR FOUNDATION, INC
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Our Mission

Jabalu Nur Foundation, Inc.'s mission to inspire women, children and families to be healthier, happier and uplifted and lesson the Government load.

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