Loomio
Mon 16 Jun 2025 5:05PM

Wholehearted Bookkeeping Work-Exchange Proposal (Pilot for 3 months) - Discussion & Sense Check

Y Yuko Public Seen by 32

Hi Guild mates,

As we've shared with you all we have been in conversation with Wholehearted Bookkeeping Cooperative about doing a work-exchange. After an Intake call with piggybank team and a conversation with Board, they have submitted a proposal. This work exchange trial will start with 3 months and will evaluate after whether this should continue or not.

We are asking for you to do following

  • take a look at a proposal submitted by Wholehearted Bookkeeping Cooperative that is attached.

  • share any comment after reading.

  • please share whether we should try or not try.

Y

Poll Created Mon 16 Jun 2025 5:26PM

Sense Check poll Closed Fri 20 Jun 2025 9:00PM

Outcome
by Yuko Fri 20 Jun 2025 9:34PM

Thanks for participating in the sense check.We will move forward with the trail for 3 months starting July and review our engagement as we go. The completion of this trial would be the end of September.

In case this format is easier for people for above conversation.

Results

Results Option % of points Voters
Looks good 100.0% 12 D Y M R CJ CM NC CW MM KY SD ER
Abstain 0.0% 0  
Concerned 0.0% 0  
Undecided 0% 21 D J MJ J WP AA MP TA J KC LD RK HD AM E E EJ JW AI R

12 of 33 people have participated (36%)

SD

Stephane Duret
<span class="translation_missing" title="translation missing: en.poll_proposal_options.looks good">Looks Good</span>
Mon 16 Jun 2025 5:26PM

Hey hey!

I'm LOVING this. Do we think we'll have more that 12hrs of bookkeeping for them to do a month? The strategic plans/budget and the cash-flow management support alone I think could be gamer changers!

D

Danny
<span class="translation_missing" title="translation missing: en.poll_proposal_options.looks good">Looks Good</span>
Mon 16 Jun 2025 5:26PM

I think it's really great that they are willing to engage in agreement like this with us. Having their members use the space seems like a great way for them to understand as we understand how their accounting/bookkeeping services best serve the guilds needs. It's a win-win agreement IMO and great start to begin a working relationship with another org. Thanks for brokering and sharing.

CM

Cassie Moy
<span class="translation_missing" title="translation missing: en.poll_proposal_options.looks good">Looks Good</span>
Mon 16 Jun 2025 5:26PM

Strong yes on moving forward.

MM

Michael Middleton
<span class="translation_missing" title="translation missing: en.poll_proposal_options.looks good">Looks Good</span>
Mon 16 Jun 2025 5:26PM

I am in favor of a 3-month trial, but advocate us being very thoughtful before paying out any extra expenses. The value they are getting in terms of membership is well above the market rate for regular bookkeeping services for a small business (which this is fairly analogous to), so I just think we should be cautious about outlays on top of that. But if this will help us streamline things right now, and also take burden off of over-burdened teams, it may be worth it for that alone.

R

R Wed 18 Jun 2025 3:21PM

Nice, that they are willing to steer potential members to the guild.