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Accounting Systems Review

Help PLUS ME Project with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
PLUS ME Project
Los Angeles, CA, USA
PLUS ME Project
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PLUS ME Project
Los Angeles, CA, USA

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Cause
Youth development
Skills
Accounting

Posted November 29th

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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 are a growing organization that currently is using Quickbooks and plan to pursue a bookkeeper in the near future. Would love recommendations for improvements in how we currently operate our finances and what to have in place before hiring a bookkeeper.

What we have in place
  • We currently have all information available regarding our books, which should make it easy for you to get started. We also have time to meet, and the ability to provide any other information you need.
How this will help
This project will save us $8,564 , allowing us to bring more storytelling workshops to youth in LA

As we grow, we must continue to strengthen our systems and processes internally. By reviewing our accounting systems, we will ensure we are always in compliance and have everything ready for this next transition to a supported bookkeeper.

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

PLUS ME Project
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Cause
Youth development
Posted by
Richard R
Richard R.

Executive Director

Our mission

PLUS ME Project is a community partner dedicated to empowering youth to increase their confidence for college and career advancement by teaching the art of storytelling.

What we do

We provide personal narrative presentations, workshops, and training to students, parents, and educators throughout Southern California.

Testimonials

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