This project will save us $8,564
, allowing us to
pay a live scan company to help with our low income project.
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
We have a specific need for a CPA to do a financial review. We are a small nonprofit with a staff of 2.
What We Have In Place
We have all bank statements and excel accounting entries.
How This Will Help
This project will allow us to apply for a significant grant with the State Bar of California.
Project may require a short interview with the organization.
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
Milestone 1: Analysis and 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.
Milestone 2: Final Deliverable
Professional provides revised list of recommendations, along with cost estimates and preferred vendors to use for implementation
About The Org
Our Mission is to empower and transform the lives of those who are burdened by a criminal record and to provide a safety net for those at risk of re-entering the criminal justice system.
What We Do
We help people clean up their criminal record and integrate back into the community.