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Accounting & Budgeting

Animals

Relevant Skills

Accounting Budgeting Business Planning Financial Analysis

Published Date

Posted December 02, 2025
Animals

Accounting Help Needed For Start-up Nonprofit

1-Hour Consultation
Remote
Sierra Overlook Animal Rescue
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My goal is to gain a better understanding of how to set my nonprofit up for success in regard to various necessary accounting items, such as:

1. Confirming an appropriate accounting method (cash vs. accrual) for our organization.
2. Reviewing our nonprofit’s business bank account structure and policies.
3. Help selecting a suitable accounting software with nonprofit functionality (e.g., fund tracking, donation reports).
4. Developing a chart of accounts tailored to our programs, operations, and funding sources.
5. Establishing a system for tracking donations (cash, online, in-kind) and generating donor receipts.
6. Creating a process for acknowledging and documenting in-kind donations with fair market value.
7. Ensuring compliance with tax requirements, including IRS Form 1023 (in progress) and future Form 990 filings.
8. Registering for payroll taxes and determine next steps for payroll setup.
9. Reviewing options for payroll providers and tax filing assistance.
10. Understanding documentation and reporting needed for audits or grant funding in the future.

I fully acknowledge that we will likely not be able to get through all of these in 1 hour, but I wanted to give you a clear idea of what topics are on my mind regarding our nonprofit's accounting.

Sierra Overlook Animal Rescue

Location

Somerset, California

Website

https://www.sierraoverlookanimalrescue.org/

Member Since

Jun 2025

Completed Taproot Plus Partnerships

0

Organization Mission

Mission Statement Sierra Overlook Animal Rescue (SOAR) provides a safe and loving sanctuary for animals in need—those who have been abused, abandoned, or can no longer survive in the wild. Through compassionate care, lifelong support, and a commitment to rehabilitation, we help animals heal and thrive. Our mission is to create a deeper connection between people, animals, and the environment through education, advocacy, and community-driven conservation. Vision Statement We envision a world where every animal is treated with compassion and respect, where sanctuaries serve as safe havens for healing and hope, and where communities come together to protect wildlife, restore ecosystems, and live in harmony with nature. At SOAR, we work toward a future in which animals in need receive the care and protection they deserve—for this generation and the next. Core Values Compassionate Sanctuary: Every animal in our care is seen as an individual with a story and a right to safety. We provide lifelong refuge for those who cannot be released or rehomed, ensuring comfort, dignity, and respect. Healing and Rehabilitation: We believe in second chances. Through personalized medical and behavioral care, we support animals on their journey to recovery and, when possible, prepare them for loving forever homes. Education for Empowerment: By sharing knowledge and fostering empathy, we inspire individuals of all ages to take action for animal welfare, conservation, and responsible pet stewardship. Community Connection: Our strength lies in our community. We engage volunteers, students, and supporters in meaningful, hands-on experiences that foster a sense of shared responsibility for animals and the planet. Stewardship of Nature: Protecting animals means protecting the places they call home. We are dedicated to habitat preservation, environmental cleanups, and promoting sustainable living practices. Integrity & Accountability: We hold ourselves to the highest standards of transparency and ethical care, ensuring every resource is used to maximize our impact for animals and the environment

Program Focus Areas

Animals
Civic Engagement
Child & Teenage Education
Other Needs from This Organization
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