Back to all projects

Accounting Systems Review

Help Community Family Life Services with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
Community Family Life Services
Washington, DC, USA
Community Family Life Services
Unfollow
Log in to follow
Community Family Life Services
Washington, DC, USA

4

Live Projects

1

Matched Projects
2 Followers
Cause
Housing & homelessness
Skills
Accounting

Posted April 23rd

Apply now
Share this project:
Accounting Systems Review
Apply now

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
  • I can provide all the resources the volunteer needs for the project.
How this will help
This project will save us $8,564 , allowing us to hire additional support staff or pay a couple of our transitional housing clients rents.

This project will allow us to see if we are overspending.

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
Show more

About the org

Community Family Life Services
Unfollow
Causes
Housing & homelessness Gender equity & justice Human services
Posted by
SM
Shena M.

Volunteer manager

Our mission

To provide homeless adults, families and women's reentry with the tools and support they need to reconnect with their families and live life to their full potential. We achieve this mission through an interconnected web of programs and services.

The pixel