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Accounting Systems Review

Help American Humanist Association with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
American Humanist Association
Washington, DC, USA
American Humanist Association
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American Humanist Association
Washington, DC, USA

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Cause
Civil rights
Skills
Accounting

Posted January 25th

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
What we have in place
  • We currently have a list of items we'd like assessment help with, which should make it easy for you to get started. We also have a budget to improve our processes, and the ability to provide any other information you need.
How this will help
This project will save us $8,564 , allowing us to further invest in our programs, including advocacy, educational programming, and publishing.

It will sharpen and accelerate our decision making and processes and bring greater perspicacity to our data. It will also help us achieve our goals of increased accountability to our valued partners and stakeholders. In short, it'll do nothing less than help the organization, staff, and our shared mission achieve its full potential.

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

American Humanist Association
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Causes
Civil rights Gender equity & justice Religion & spirituality
Posted by
JC
Joaquin C.

Comptroller

Our mission

We strive to bring about a progressive society where being good without a god is an accepted and respected way to live life. We are accomplishing this through our defense of civil liberties and secular governance, by our outreach to the growing number of people without traditional religious faith, and through a continued refinement and advancement of the humanist worldview.

Full mission statement can be found at: https://americanhumanist.org/about/

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