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Operating Budget

Help Communities In Schools put together a detailed operating budget covering at least one full fiscal year and provide expert advice on managing cash flow.
Communities In Schools
Arlington, VA, USA
Communities In Schools
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Communities In Schools
Arlington, VA, USA

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Cause
Education
Skills
Accounting Finance

Posted January 18th

Operating Budget

Project details

What we need
  • A detailed Operating Budget covering at least one full fiscal year
  • Expert advice on how to reconcile actual expenses with budgeted expenses
Additional details

We actually don't need a budget but rather a Finance person to help the ED better understand Quick Book to assist her in financial oversight and reporting.

What we have in place
  • We currently have Quickbooks Online loaded with current information, which should make it easy for you to get started. We also have access to board members that have an accounting background, and the ability to provide any other information you need.
How this will help
This project will save us $9,114 , allowing us to maintain quality programming for our students without reducing service delivery.

The success of our organization depends on: accurate bookkeeping and consistent accounting practices. Without your help we cannot: properly forecast budgets, identify funding and expenditure trends. Your skills will empower us to: Save time learning by peck and play, create a consistent accounting practices that are documented to offset any transition in the accounting role, make data driven decisions to ensure sound fiscal planning.

Project plan

P
Prep: Distribution of Prep Materials
  • Volunteer Manager provides Professional with materials currently being used for financial planning, such as the current operating budget or chart of accounts, and current financial statements
  • Volunteer Manager also provides any additional materials that will affect budgeting, such as a fundraising plan, earned income plan, or business plan
1
Milestone 1: Information Gathering & Outline
  • Professional does additional due diligence to address any questions or issues
  • Professional creates a detailed outline for the budget, to be shared with Volunteer Manager for feedback
2
Milestone 2: Budget Creation
  • Professional creates budget and shares it with the Volunteer Manager for feedback
  • Professional incorporates any feedback into the model for final draft version
3
Milestone 3: Explanation & Training
  • Professional delivers the budget, alongside a detailed written or verbal explanation of how the budget should be utilized and modified in the future
  • Professional provides advice on how to record and reconcile actual expenses against the budget
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About the org

Communities In Schools
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Cause
Education
Posted by
EM
Elizabeth M.

Senior Director

Our mission

Communities In Schools' (CIS) mission is to surround students with a community of support, empowering them to stay in school and achieve in life.

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