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This project was completed on Jun 2, 2020
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Matched with David H.
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See the Impact story
Operating Budget
Rx Partnership
Operating Budget
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
As our organization has grown we went from a simple budget to one that now includes 2 separate programs and operating expenses which roll-up into a total. We are using the same excel document - with additional tabs - as when I first started 12 years ago and we need something that is easier to read, easier to update and allows for better tracking. By fixing the format for our current budget we can be prepared to create a better, cleaner budget for FY21,
What we have in place
- We currently have financial documents we use & reports from Quickbooks, which should make it easy for you to get started. We also have Executive Director & Finance Committee committed to improve, and the ability to provide any other information you need.
How this will help
This project will save us $7,774 , allowing us to put more dollars back into our work of providing medication - specifically purchased generics - to the people who need it.
As our organization and funding has grown our financials have become more complicated. Our budget development excel tools are outdated and can sometimes create glitches. We need to be able to better track individual donations compared to budget and present our budget to the Board and grant funders in an accurate and straightforward manner. This will help us save time and raise more money for our work.
Project plan
Posted by
Amy Y.
Executive Director
Our mission
Rx Partnership increases medication access for vulnerable Virginians and strengthens the health safety net.
What we do
Rx Partnership provides free and low-cost medication to vulnerable Virginians to treat a variety of chronic conditions such as asthma, diabetes, hypertension and depression. Last year we helped distribute over $24 million in medications - ensuring that patients at free clinics never have to choose between food and medicine!
Testimonials
David is very proficient and is able to provide tools that made financial reports and systems simple for people with limited financial and excel experience. A big help!
I had a great experience working with Amy and Rx Partnership and her accountant that support her financial books. She provided a starting point and understand of her needs that helped jump start the project in building out an improved budget spreadsheet that can improve her and team's productivity each year.