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Accounting Systems Review

Help Sky Community Partners, Inc. with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
Sky Community Partners, Inc.
Philadelphia, PA, USA
Sky Community Partners, Inc.
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Sky Community Partners, Inc.
Philadelphia, PA, USA

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Cause
Education
Skills
Accounting

Posted March 11th

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Accounting Systems Review

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 currently use Quickbooks as our account software, we are looking to get an idea of how we can better improve its use.

What we have in place
  • We currently have Data in Quick books and budget spreadsheets from last year, which should make it easy for you to get started. We also have the budget and accounting information for this year, and the ability to provide any other information you need.
How this will help
This project will save us $4,709 , allowing us to provide more scholarships to students from low-income backgrounds.

This project is the first step of many for us to begin the foundational work we need to grow the organization and grow our impact. We are at a point where growth needs to happen, and in order to do that, we need to know what we have in front of us to work with and what we need to build for the work ahead.

Project plan

P
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
1
Milestone 1: Analysis & 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.
2
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

Sky Community Partners, Inc.
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Causes
Education Diversity & inclusion Health & nutrition
Posted by
Jonecia L
Jonecia L.

Program Director

Our mission

Provide programs to underserved, low income families and individuals by collaborating with high-performing organizations to increase educational opportunities, increase health awareness and access, and improve outcomes for at-risk communities in Philadelphia.

Testimonials

Read the Impact Story
Scott is a very candid, compassionate, knowledgable, and truly enjoyable person to work with. He truly took the utmost care to ensure we had everything we needed to make this project a success! Would absolutely recommend and would enjoy working with him again in the future.
Jonecia L.
Jonecia L.

Program Director

Accounting Systems Review Project

Dedicated staff, relevant projects in challenging times for fund raising and programs
Scott A.
Scott A.

Volunteer