Accounting System

Help The Latina Circle <ul>A professionally designed accounting and bookkeeping system * Advice on how to improve and enhance its existing accounting system * An efficient and effective way to develop…
The Latina Circle
Boston, MA, USA
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The Latina Circle
Boston, MA, USA

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Posted December 7th

Project details

What we need
  • Analysis of accounting needs and assessment of current accounting practices
  • Recommendations for process improvements and report generation
  • Recommendations for appropriate bookkeeping software and related costs (if necessary)
  • Implementation of chosen bookkeeping software (if necessary)
  • Training on data input and essential reports to generate
Additional details

Accounting and finance policies
Grant management
Financial reporting best practices

What we have in place
  • We currently have a bank account, which should make it easy for you to get started. We also have records, and the ability to provide any other information you need.
How this will help
This project will save us $6,779 , allowing us to offer programming that supports the advancement of 25 Latinx into leadership roles such as boards, commissions of decision making roles.

Developing an accounting systems and policies will allow us to develop fiscally responsible practices that maximize philanthropy. It is also required to become financially sustainable.

Project plan

P
Prep: Distribution of Prep Materials
  • 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)
1
Milestone 1: Analysis and Recommendations
  • Professional analyzes current accounting system, and recommends improvements to data gathering, reporting, or implementation of new bookkeeping software
  • Volunteer Manager provides feedback which Professional incorporates
2
Milestone 2: Implementation
  • Professional helps Volunteer Manager to implement recommendations
3
Milestone 3: Training
  • Professional trains Volunteer Manager on how to fully implement recommendations to ensure sustainability
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About the org

The Latina Circle
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Our mission

Our mission is to build Latinx economic and political power by significantly increasing Latinx civic engagement and representation in leadership positions across sectors.

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