Accounting Systems Review

Help Seeds of Awareness with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
Seeds of Awareness
Petaluma, CA, USA
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Seeds of Awareness
Petaluma, CA, USA

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Posted February 5th

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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
What we have in place
  • We currently have Google spreadsheets and Quickbooks online, which should make it easy for you to get started. We also have several years of past budget information, and the ability to provide any other information you need.
How this will help
This project will save us $5,994 , allowing us to offer more low-fee and scholarships to clients and/or allow our programs to focus more on quality, and less on budgetary restrictions and/or offer higher wages and health benefits to our employees

As a quickly growing organization, some financial support would be a big help, to make sure our systems are running as efficiently as possible, and helping us to achieve financial stability.

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

Seeds of Awareness
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Posted by
Cherie F.

Administrative Director

Our mission

Seeds of Awareness mission is to transform schools and communities by cultivating empathy, connection and support. We value racial and social equity and aim to empower disadvantaged communities and people of color by focusing a majority of our services in these communities.

What we do

We implement counseling and mentorship programs in schools, teach social emotional learning in the classrooms, and provide mindfulness-based community counseling offering and nature-based social skills groups to our local communities. Additionally, we are sharing our expertise with community and business trainings in mindfulness .

Testimonials

David was a wonderful volunteer. He was very helpful in looking at our system as a whole, and offering suggestions to make it more efficient. He was very patient as I learned processes, did further research when we had questions, and was very accountable to following through with the project and meetings. I would absolutely recommend David for another project!
Cherie F.
Cherie F.

Administrative Director

Accounting Systems Review Project

I enjoyed working with Cherie. We accomplished the key objective on getting process improvement on the worksheets and leverage more data directly from Quickbooks versus the double entry method she was used to.
David H.
David H.

Volunteer