Accounting Systems Set Up

Change Me Foundation is seeking a skilled accounting volunteer to help us strengthen our financial systems and ensure compliance with nonprofit reporting requirements. Specifically, we are looking for assistance with two priorities:

Bookkeeping System Setup & Migration:
- Support us in fully setting up our newly acquired accounting software.
- Migrate existing financial records into the system and establish clear workflows for accurate recording, reconciliation, and reporting.
- Develop a simple process for monthly and quarterly financial reporting to keep our leadership and board informed.

IRS Form 990 Preparation and Filing:
- Review our prepared but unfiled 2023 IRS Form 990 to ensure accuracy and completeness.
- Prepare the 2024 IRS Form 990 for leadership review and final submission by our organization.
- Develop a simple compliance plan that includes filing timelines, documentation checklists, and reminder systems to ensure all future filings are completed on time.

This project is designed to take approximately 20–25 hours over a 4–5 week period, with 2–5 hours of volunteer support per week. In our first meeting, we will provide a detailed overview of our financial recordkeeping and share all existing documentation for both 2023 and 2024. The volunteer’s expertise will not only help us get back on track but also set us up for long-term sustainability.

Change Me Foundation’s mission is to educate, advocate, and empower children, families, seniors, and community members across Broward County to reach their full potential. We run year-round programs and resource events—including our Back-to-School Drive, Thanksgiving Giveaway, Christmas support, and our flagship Walk In My Shoes Children’s Mental Health 5K & Community Resource Fair—that rely on financial credibility and timely compliance.

This project directly advances our mission by:
- Strengthening trust & transparency: Clean books and timely 990s build confidence with donors, grant makers, and partners, unlocking sustainable funding.
- Improving operational focus: A reliable monthly close and reporting rhythm reduces friction, freeing our team to serve more families with higher quality.
- Reducing compliance risk: Catching up on the prepared-but-unfiled 2023 return, filing 2024 on time, and adopting a forward-looking deadline calendar ensures we remain compliant and audit-ready.
- Fueling growth & impact: With finance processes dialed in, we can scale programs, measure outcomes more precisely, and direct every donated dollar where it matters most.

Impact, at a glance:
- On-time filings and consistent reporting → stronger grant competitiveness
- Clear cash and fund visibility → better program planning and delivery
- Documented workflows → continuity through staff and volunteer changes

If you’re passionate about nonprofits and want your accounting expertise to translate into tangible community impact, we’d love to partner with you on this focused, high-leverage project.

We’ve taken several steps to prepare for this engagement and ensure a smooth partnership:
- Software Purchased & Basic Training Completed: We already have accounting software in place and have reviewed its training guidelines.
- Organized Records: Our financial documents from 2023 and 2024 are compiled, including donations, grants, expenses, and bank records.
- Dedicated Team Member Assigned: One of our staff will be the point of contact, coordinating with the volunteer and providing timely access to documents.
- Leadership Buy-In: Our board and CEO fully support this project and see it as critical to our long-term financial health.
- Future Sustainability: We’re not just looking for one-time help. The systems and filing plan developed will be implemented and monitored going forward, ensuring ongoing compliance.