Accounting Systems Review

for  New Beginnings Law Center
San Rafael, CA, USA
Posted by
Elissa L.

Executive Director/Managing Attorney

Posted Date
Apr 9, 2019
Virtual volunteer opportunity
Accounting Systems Review
Impact statement
This project will save us $8,564 , allowing us to pay a live scan company to help with our low income project.

Project Details

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
Additional Details

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 Plan

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
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About The Org

Our Mission

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.

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