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Excel-Based Accounting System

Help Oakland Community Land Trust set up an accounting system in Excel or Google Sheets to support their budgeting and reporting needs.
Oakland Community Land Trust
Oakland, CA, USA
Oakland Community Land Trust
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Oakland Community Land Trust
Oakland, CA, USA

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Cause
Community & economic development
Skills
Accounting

Posted July 24th

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Excel-Based Accounting System

Project details

What we need
  • Setup or update of accounting system in Excel or Google Sheets
  • Training and guidelines on how to manage system and generate basic reports
Additional details

While we have our nonprofit's accounting generally in quickbooks, we operate several LLCs, and also manage operating budgets for several properties. Some of this information is tracked separately, and rolls up into our books; it is this separate accounting, in excel, which needs some work!

What we have in place
  • We currently have spreadsheets, statements, reports, etc. with necessary info., which should make it easy for you to get started. We also have easy access to all of the data, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to devote more resources to housing preservation.

While we are not failing to track information, we need to be able to streamline our process, allowing us to easily generate reports.

Project plan

P
Prep: Information Sharing
  • Volunteer Manager shares existing financial record keeping methods and/or financial reporting system
  • Volunteer Manager shares Organization's financial reporting needs and goals
  • Professional makes recommendations on accounting system reports to address the Organization's needs
  • Note: If necessary, Volunteer Manager may have Volunteer sign a Non Disclosure Agreement (NDA) prior to sharing and discussing Organization’s financial information
1
Milestone 1: Implementation
  • If necessary, Professional migrates data into Excel
  • If necessary, Professional and Volunteer Manager check accuracy of migration
  • Professional organizes spreadsheet based on Organization's needs
2
Milestone 2: Training & Handover
  • Professional provides basic training for Volunteer Manager and supporting staff for tracking and reporting, including guidelines for continued use of system
  • Professional reviews above guidelines and tips with Volunteer Manager
  • Professional stays available for up to two weeks to address questions as Volunteer Manager starts to adopt new bookkeeping system
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About the org

Oakland Community Land Trust
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Causes
Community & economic development Housing & homelessness
Posted by
JC
Jen C.

Operations and Stewardship Manager

Our mission

OakCLT removes land, housing, and other critical community serving real estate assets from the speculative market and stewards them with, and for the permanent benefit of, low-income residents of Oakland.

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