Accounting Systems Review
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 had temporarily accepted the position of treasurer for the AnswerCancer organization. It uses Quickbooks which I am only beginning to familiarize myself with. The learning curve has been a bit steep for me and I would appreciate some assistance in better understanding how to use it in keeping with the organization's practices. The previous treasurer provided some initial training but is no longer available to assist me.
Any help you can provide would be greatly appreciated.
What we have in place
- We currently have Quickbooks linked to bank, Paypal & MailChimp, which should make it easy for you to get started. We also have Report templates, and the ability to provide any other information you need.
How this will help
This project will save us $8,564 , allowing us to As a nonprofit which derives all of its revenues from donations, any expense savings will allow us to better serve our community.
I wish to bring the books up to date such that loose ends are cleared up and the next treasurer has a clean slate to begin with.
Project plan
Our mission
AnCan is about people helping people, peer-to-peer ..... we are people living with various conditions and situations who help others faced with similar issues. We do this collectively and individually by providing answers, support and navigation to empower people living with serious and chronic conditions to address their worlds.
AnCan's vision is to provide easily accessible, inclusive virtual peer support for every serious disease and condition allowing widespread participation, especially to those geographically, physically or socially disadvantaged.
Collaboration with other non-profits underpins our strategy.