Enhancing Grant Management Processes for Financial Accountability
Project scope
Categories
Accounting Operations Project management Grant writingSkills
systems analysis process optimization process improvement financial management expense management financial accounting quickbooks (accounting software) accountability needs assessment payment systemsStreamline the financial accounting processes of Paws for Kids to improve grant-related expense tracking and reporting.
Provide actionable recommendations for transitioning to a more collaborative financial management system that integrates QuickBooks with payment systems like PayPal and Amazon.
Develop user-friendly tools and templates for tracking expenses and matching them with receipts to comply with grant reporting requirements.
Needs Assessment:
- Conduct an initial assessment of Paws for Kids' current grant management practices, including their use of QuickBooks Desktop and integration with other financial tools.
- Identify key pain points, especially regarding Amazon purchases and multi-source expense tracking.
System Analysis and Recommendation:
- Analyze the feasibility of transitioning to a cloud-based QuickBooks solution or similar collaborative software.
- Evaluate potential systems for compatibility with Paws for Kids' bank account, credit card, PayPal, and Amazon transactions.
Process Optimization:
- Develop a framework for tracking grant-related expenses, focusing on ease of use and alignment with reporting requirements for current and future grants.
- Create a guide to simplify coding, splitting, and tracking Amazon purchases for grant reporting purposes.
Training and Resource Development:
- Provide templates or tools for expense tracking and receipt matching.
- Draft a simple guide or checklist for managing grant-related financial tasks.
Reporting and Presentation:
- Compile findings, recommendations, and templates into a comprehensive report.
- Present a 10-15 minute summary of key findings and actionable steps to the organization.
Deliverables:
A detailed report outlining:
- Current challenges and proposed solutions for grant-related expense tracking.
- Recommendations for software transition and process improvements.
Templates or standard accounting software saved reports for:
- Expense tracking by grant.
- Matching expenses with receipts for grant reporting.
A user-friendly guide for managing grant-related financial tasks, focusing on integrating Amazon and PayPal expenses.
A 10-15 minute presentation summarizing findings, recommendations, and implementation steps for Paws for Kids.
Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
About the company
Paws 4 Kids 4 Paws is a community-based youth development, educational, charitable organization. Our goal is to empower youth to create a healthier, more successful future through an understanding of domestic animals. P4K4P believes that all children are change agents. They deserve opportunities to lead innovative solutions that positively impact their lives and the lives of shelter animals.
Our Mission: provide animal-assisted experiences for youth to develop their strengths by helping rescue animals become more adoptable.
In addition, P4K4P supplies an avenue to learn skills, design projects, share ideas, meet mentors, and gain support. Through face-to-face events/learning, and digital/social platforms, P4K4P advances its mission and purpose. The programs provide unique learning experiences that inspire and motivate learners who are at risk for academic/social failure by developing strengths, talents and interests beyond traditional academics.