Financial planning - & Quickbooks help

Financial planning - & Quickbooks help

Short term project
J98872
At a glance

Skills

  • Accountancy / Auditing
  • Bookkeeping
  • Financial management
  • Management consultancy

Where

Manchester, M210TT
Mainly at home

Time

Mostly during office hours Estimate of time needed:
1-15 hours or 15-90 hours

Deadline

17 Sep 2024

Visitors from Fifth Day

Welcome to Reach Volunteering. We are a community and registered charity that connects people, skills and good causes.

To apply for this role, and any other on our platform, you need to be based in the UK, have at least three years of experience using the skills you wish to volunteer in a professional capacity or have lived experience (for trustee roles). Read more about our criteria.

We would like help using our quickbooks data to create financial reports that will give us financial reporting and create good management accounts.

What will you be doing?

  • We need help ensuring our Quickbooks is set up correctly as our quickbooks balance vs our bank balances are different.
  • Help set up our reporting on Quickbooks
  • Creating some internal controls & processes
  • Financial analysis advice

What are we looking for?

We are looking for someone with experience in Quickbooks specifically to train our staff (they are already fairly well experienced). We would like someone who has experience in financial management and reporting.

What difference will you make?

We have a complicated business due to the diverse incomes & activities. It is hard to ensure each area is profit making and we don';t have a firm grip on what our overheads are. We would like to create a dashboard that can show us targets and for example a breakeven point. 

It is extremely stressful not knowing where we are financially. We will be able to deliver a much better service if we are less stressed. If we can become in profit, we will be able to better serve our community by reinvesting our profits with confidence.

Before you apply

Please apply through Reach in the first instance. 

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