9 people are interested
Bookkeeping & Accounting Help for Mental Health nonprofit org
ORGANIZATION: Center for Japanese Mental Health
Please visit the new page to apply.
9 people are interested
Are you a professional CPA, accountant, or bookkeeper residing in the United States of America, preferably in the Los Angeles area or California? We're trying to move from spreadsheets to ZipBooks.com but need your accounting knowledge to setup a chart of accounts (categories) that's typical for a mental health agency/charity, assign our income and expenses to the right categories, create double-entry bookkeeping transactions that reflect common counseling service financial processes such as claiming payments from insurance, charging copays to clients, and balance billing clients. We also need help setting up ZipBooks to report income and expenses across functional programs, i.e. does that require setting up more categories, projects, or tags?
You will ideally have prior experience with non-profit bookkeeping and ideally for a mental health organization that provides counseling services and other programs & services so you can better inform us how others accomplish the goals we seek and industry best practices. You will ideally reside and work in California and be familiar with CA FTB, EDD, and RCT requirements (in addition to Federal IRS reporting requirements).
Examples of questions we have:
1) Counseling is one of out functional programs. How do we categorize counseling income? How do we categorize counseling expenses such as consumables (tea, cups, etc), pay for contracted therapists?
2) When a client completes a therapy session, we need to create transactions that represent the client indebtedness or payment and indebtedness to the contracted therapist. How is that done? If we're handling insurance claims for the client, we also need to create transactions indicating expected indebtedness from the insurance company. Insurance only pays a portion of what we bill them. How do we represent completed payment from insurance and transfer of the remaining indebtedness back to the client? And how do we forgive or write-off any remaining indebtedness that we do not intend to collect?
3) We use Square to charge client credit card payments. Square deposits the payments, minus their fee, in lump sums to our bank account. How do we reconcile these lump bank transaction deposits to properly balance the multiple client payments and Square fees that can be associated with a single Square ACH deposit?
4) We rely on volunteers and non-profit discounts for paid services. How do we capture these in-kind donations with double-entry transactions? With what chart of account entries?
5) How do we get to an audit-capable state so we can improve our GuideStar rating and become eligible to apply for grants that require auditing books?
Things you may want to consider to determine if we're a good fit for your altruism:
1) We're very small. One officer/employee. Everyone else is a volunteer or contractor. This is an unpaid volunteer position.
2) We have a small operating budget, less than $30k, but much larger when you consider in-kind donations which we need your help to assess and setup.
3) We're open to having you set things up and teach us how to maintain, and then going your merry way to save another charity or you can continue to stick around and help us with ongoing bookkeeping and advisory support as we create budgets for grant applications and such.
4) We'll need a copy of your driver's license and a signed non-disclosure agreement.
Please feel free to ask me any questions as well. Thank you for considering us as an organization worthy of your talents and time.
No additional volunteer opportunities at this time.
About Center for Japanese Mental Health
1910 Huntington Dr, Unit 10, South Pasadena, CA 91030, US
The Center for Japanese Mental Health is dedicated to ensuring Japanese people everywhere are free from mental health stigma and able to obtain quality, affordable and accessible mental healthcare to live happier and fulfilling lives.
The purpose of the Center for Japanese Mental Health is improve the mental health and well-being of people of Japanese descent by education, advocacy and outreach; development and administration of mental health programs and counseling services; professional development, training and support of mental health providers and caregivers; and research for the furtherance of the preceding goals.
This is a Virtual Opportunity with no fixed address.
February 23, 2022
- Reporting & Dashboards
- Driver's License Needed
- Need help upfront to setup ZipBooks and teach our ops manager how to maintain the books. Would like ongoing support for answering accounting and tax questions. Open to you maintaining our books but not necessary.