Excel-Based Accounting System

Help The Family And Community Engagement Corp/Police A… set up an accounting system in Excel or Google Sheets to support their budgeting and reporting needs.
The Family And Community Engagement Corp/Police Activity League ("FACE Corp/PAL") of Plainfield
Plainfield, NJ, USA
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The Family And Community Engagement Corp/Police Activity League ("FACE Corp/PAL") of Plainfield
Plainfield, NJ, USA

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Posted September 27th

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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
What we have in place
  • We currently have our financial records on google sheets, which should make it easy for you to get started. We also have a bookkeeper who can assist with this project, and the ability to provide any other information you need.
How this will help
This project will save us $1,984 , allowing us to purchase program supplies for more youth and families in need.

This project is important because, although we currently keep track of our financials on google sheets, we know it could be done more effectively. This project will help to achieve our Organization's financial record-keeping, budgeting, and reporting needs.

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

The Family And Community Engagement Corp/Police Activity League ("FACE Corp/PAL") of Plainfield
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Posted by
Joel M.

Volunteer Manager

Our mission

FACE Corp/PAL is a 501(c)(3) tax exempt, non-profit organization that originally began in 1950 as the Police Athletic League of Plainfield (or "PAL"). Our main goal is to see to it that "FACE Corp" emerges as a focal point of service and volunteerism for the sake of children in the Plainfield area and beyond.

What we do

We are a youth, family, and community engagement organization that provides youth and families with recreational, athletic, and educational experiences through positive, healthy, and uplifting activities. We offer several activities including martial arts classes, music lessons, tutoring, fitness, mentoring, and a anti-bullying program (with more to come).

Testimonials

Jan was fantastic to work with! He was prompt in his communications, did his research on our organization, and really understood what we needed. He provided very useful insight, feedback, and recommendations and even provided us with a much needed balance sheet and budget template. I highly recommend Jan and look forward to the opportunity work with him again.
Joel M.
Joel M.

Volunteer Manager

Excel-Based Accounting System Project

Joel was great. He was not sure what he needed and said so then was open to listening to ideas. He participated in the solution discussions and made very solid suggestions and knew exactly what his solutions had to provide. It was great working with him.
Jan H.
Jan H.

Volunteer