Name of Organization:
Client Number:
Name of Person Completing Evaluation:
1. Has your know knowledge of accounting principles and/or reporting requirements improved since meeting with your volunteer? Yes No Not Applicable Please explain:
2. Do you feel more in control of your finances and/or reporting requirements? Yes No Not Applicable If no, how do you plan to address the financial management needs of your organization in the future?
3. If you answered yes to either question 1 or 2, have these changes effected your organization: (check all that apply) A) Fewer accounting related emergencies should arise in the future B) Future financial reports, financial statements, taxes, will be on time and accurate C) A bookkeeper has been or will be hired D) Our organization will save money E) Our organization will be better able to conduct the programs that fulfill our mission F) Board is happier G) We are a more effective organization H) Through financial statements and records we have increased accountability to funders, board, and other supporters I) In any other areas or ways?
4. Did you improve your bookkeeping method? Yes No Not Applicable Please explain:
5. Please check the following items in Column I that you were able to keep current prior to your work with your Community Accountant volunteer. In Column II, please check those items that you are now able to keep current.   Before CA (Column I) After CA (Column II) Balance Check Book Keep A/R Journal Keep A/P Journal General Journal General Ledger Trial Balance Financial Statement Chart of Accounts Internal Controls Budget Reports to Board Cash Flow Record Payroll Taxes Reports to Funders Computerized Accounting System BCO report Often later pay Use Fund Accountant
6. On a scale of 1-10, rate your organizations financial management before your work with a Community Accountants Volunteer (rate yourself by selecting the appropriate number). With 1 meaning "No Financial Management", and 10 meaning "Completely Self-Sufficient" 1 2 3 4 5 6 7 8 9 10 Please explain:
7. On a scale of 1-10, rate your organizations financial management after your work with a Community Accountants Volunteer (rate yourself by selecting the appropriate number). With 1 meaning "No Financial Management", and 10 meaning "Completely Self-Sufficient" 1 2 3 4 5 6 7 8 9 10 Please explain:
Thank you for your feedback!