Operating Budget

Help Rise Recovery put together a detailed operating budget covering at least one full fiscal year and provide expert advice on managing cash flow.
Rise Recovery
San Antonio, TX, USA
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Rise Recovery
San Antonio, TX, USA

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Posted March 1st

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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

I'm not in charge of the org's budget but I'm asked to come up with a budget for my department for the fiscal year that will be incorporated into the org's budget. I feel I need a better understanding of the process to provide a more complete final product for the accounting team.

What We Have In Place
  • We currently have last year's development budget, which should make it easy for you to get started. We also have access to past financial information for the org, and the ability to provide any other information you need.
How This Will Help
This project will save us $9,114 , allowing us to funnel back into our general operations so we can serve more youth, young adults and their families.

Having a better grasp of how to estimate into the future will help our org better target for the new year.

Project Plan

P
Prep: Distribution of Prep Materials
  • Volunteer Manager provides Professional with materials currently being used for financial planning, such as the current operating budget or chart of accounts, and current financial statements
  • Volunteer Manager also provides any additional materials that will affect budgeting, such as a fundraising plan, earned income plan, or business plan
1
Milestone 1: Information Gathering & Outline
  • Professional does additional due diligence to address any questions or issues
  • Professional creates a detailed outline for the budget, to be shared with Volunteer Manager for feedback
2
Milestone 2: Budget Creation
  • Professional creates budget and shares it with the Volunteer Manager for feedback
  • Professional incorporates any feedback into the model for final draft version
3
Milestone 3: Explanation & Training
  • Professional delivers the budget, alongside a detailed written or verbal explanation of how the budget should be utilized and modified in the future
  • Professional provides advice on how to record and reconcile actual expenses against the budget
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About The Org

Rise Recovery
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Our Mission

Rise Recovery helps teens, young adults and families overcome the effects of drugs and alcohol and partners with the community in education and prevention.