Accounting Advice and Training

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Overview

Role: 
Advisor. Trainer.
Estimated Time: 
Less than ten hours
Start Date: 
As soon as possible
Collaboration style: 
Volunteer remotely. Set own schedule. Work closely with professionals staff.
Yom Rishon School
www.yomrishon.org

Scope & Deliverables

Yom Rishon School just received its 501c3 status and seeks advice on accounting practices and tax filings to comply with CA requirements for non-profit organizations. The consultant would train us on the fundamentals such as setting up the structure to keep the books, preparing for a tax return, and directing us to resources/classes to acquire the requisite experience. Ideally, consultant would be on call for subsequent advice.

Project Results

We want to become knowledgeable about our fiduciary responsibilities including compliance with the federal and state laws for non-profit organizations.

Organization Description

Yom Rishon School, located in Sunnyvale, is the first family Jewish education institution for Russian speakers in the Bay Area. It became an independent organization in 2015 serving Russian-speaking families with children ages 2-15.  It started the 2015-2016 school year with more than 100 students.

Areas of Expertise Being Sought

Finance and Accounting