Our nonprofit needs assistance in reviewing and updating our financial and document retention policies and procedures manuals. We are especially seeking guidance to improve the separation of duties in our small organization, best practices in expenditure approvals that don't unnecessarily bog down our staff, and to add sections for PayPal and Divvy (Bill Spend and Expense).

We grew rapidly during the pandemic and our financial policies are now out of date. We strive to be transparent and manage funds entrusted to us with diligence. Your assistance on this project will help us focus our small staff and our active volunteer board on the mission of our organization. We invest our time in identifying skills and gifts of marginalized residents to empower our broader community to increase food and housing security and overall resilience. We do this to support our rural area with one of our state's highest poverty rates.

We will provide our prior year financials and tax forms. We have our out-of-date manual and a list of policies required by our funders. We use Quickbooks Online Advanced (QBOA). We will publish the new information in our manuals, and we will train our staff and board on policies, and share with grantors when requested.