Operating Budget

Help MOCEANS Center for Independent Living put together a detailed operating budget covering at least one full fiscal year and provide expert advice on managing cash flow.

Posted September 12th

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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 are a 30 year old agency seeking to modernize and make our budget process more manageable, transparent and efficient. We are open to using digital tools to facilitate the budgeting process and happy to start from scratch to create a robust process.

What We Have In Place
  • We currently have last year's budget, which should make it easy for you to get started. We also have chart of accounts (through Quickbooks), and the ability to provide any other information you need.
How This Will Help
This project will save us $9,114 , allowing us to expand our youth transition program and seed our new Advocacy and Education department.

We are an older agency and over the years our budgeting process has become less than optimal. We are looking to readdress the process from bottom to top and create a sustainable system for the next 30 years.

Project Plan

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
Milestone 1: Information Gathering and 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
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
Milestone 3: Explanation and 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

Our Mission

We help people affected by disabilities to live well in their community.

Our mission is to foster barrier-free access, support civil rights and promote inclusion of all people living with disabilities.

Moceans is staffed and guided by members of the community who are experiencing life with a disability. (50% of our staff and 51% of our Board of Directors ).

What We Do

We provide instruction, information guidance and community support for individuals, their families , friends and allies. These include :
- Social and Peer-led support activities.
- Information and Referral to Supports and Services.
- Training in Essential Life Skills
- Youth Transition to Adult Life - Pre- Employment Training and Support
- Advocacy and Community Development
- Community Education

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