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Operating Budget

Help Changing Tides Foundation put together a detailed operating budget covering at least one full fiscal year and provide expert advice on managing cash flow.
Changing Tides Foundation
Encinitas, CA, USA
Changing Tides Foundation
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Changing Tides Foundation
Encinitas, CA, USA

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Cause
Environment
Skills
Accounting Finance

Posted September 23rd

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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
What we have in place
  • We currently have A quickbooks pro account, which should make it easy for you to get started. We also have a chart of accounts, and the ability to provide any other information you need.
How this will help
This project will save us $9,114 , allowing us to keep our monetary focus on our projects.

This project will help us plan better and set us up for success.

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

Changing Tides Foundation
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Causes
Environment Community & economic development Gender equity & justice
Posted by
Becky M
Becky M.

Co-Founder

Our mission

Our Mission is to Empower Women to Protect the Planet and Promote Inclusivity in the Ocean and Beyond.

Testimonials

Read the Impact Story
We loved working with Tyler. Through his knowledge and expertise, he was able to provide us with clear and actionable guidance in program and operational budgeting and created tools for us to use to ensure the success of our future projects and our organization.
Becky M.
Becky M.

Co-Founder

Operating Budget Project

(No testimonial has been submitted by Tyler)