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Accounting Systems Review

Help Answer Cancer Foundation d/b/a AnCan with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
Answer Cancer Foundation d/b/a AnCan
Tumacacori, AZ, USA
Answer Cancer Foundation d/b/a AnCan
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Answer Cancer Foundation d/b/a AnCan
Tumacacori, AZ, USA

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Cause
Health & nutrition
Skills
Accounting

Posted December 2nd

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

I had temporarily accepted the position of treasurer for the AnswerCancer organization. It uses Quickbooks which I am only beginning to familiarize myself with. The learning curve has been a bit steep for me and I would appreciate some assistance in better understanding how to use it in keeping with the organization's practices. The previous treasurer provided some initial training but is no longer available to assist me.
Any help you can provide would be greatly appreciated.

What we have in place
  • We currently have Quickbooks linked to bank, Paypal & MailChimp, which should make it easy for you to get started. We also have Report templates, and the ability to provide any other information you need.
How this will help
This project will save us $8,564 , allowing us to As a nonprofit which derives all of its revenues from donations, any expense savings will allow us to better serve our community.

I wish to bring the books up to date such that loose ends are cleared up and the next treasurer has a clean slate to begin with.

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

Answer Cancer Foundation d/b/a AnCan
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Causes
Health & nutrition Disease & medical research
Posted by
JK
Joe K.

Treasurer

Our mission

AnCan is about people helping people, peer-to-peer ..... we are people living with various conditions and situations who help others faced with similar issues. We do this collectively and individually by providing answers, support and navigation to empower people living with serious and chronic conditions to address their worlds.

AnCan's vision is to provide easily accessible, inclusive virtual peer support for every serious disease and condition allowing widespread participation, especially to those geographically, physically or socially disadvantaged.

Collaboration with other non-profits underpins our strategy.

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