Accounting Systems Review

Help Better Civics* with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
Better Civics*
Philadelphia, PA, USA
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Better Civics*
Philadelphia, PA, USA

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Posted June 10th

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

Our organization is under fiscal sponsorship, with a complicated accounting system (Netsuite). I would like to assess how we may better use the system and what protocols we can put into place internally so that we can better understand our financial situation at all times. Thank you!

What We Have In Place
  • We currently have access to a Netsuite account, which should make it easy for you to get started. We also have an eagerness to figure this out the correct the way, and the ability to provide any other information you need.
How This Will Help
This project will save us $8,564 , allowing us to provide free resources to civic leaders to educate their audiences on civic engagement, ultimately increasing voter turnout in Philadelphia.

As of right now, at any given time, our budget and money is not easily accessible. I would like to either better understand our fiscal sponsors system and/or create our own internal process.

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

Better Civics*
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Posted by
Jen D.

President and Co-founder

Our Mission

Better Civics is a nonpartisan nonprofit organization dedicated to revolutionizing civic engagement and voter turnout.

We create educational resources to better explain how government works and to encourage individuals to be more civically engaged. We work with community organizations to deliver these resources to their constituents in a trusted and effective manner.

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