Accounting Systems Set Up

Help We Resolve set up an accounting software to support their budgeting and reporting needs.
We Resolve
Saint Paul, MN, USA
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We Resolve
Saint Paul, MN, USA

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Posted October 31st

Project details

What we need
  • Setup of selected accounting software (e.g. Aplos, Araize)
  • Training and guidelines on how to manage system and generate basic reports
Additional details

We are currently not using any software to track financials. My organization (We Resolve) will need to choose a financial software and basic training to learn using the software.

What we have in place
  • We currently have funds to purchase software if we we cannot utilize a free so, which should make it easy for you to get started. We also have organizational structure info and what type of costs, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to commit more funds to capital expenses such as software, and to promote our organization to more counties in the metro area.

We need to be able to have a clear transparent means to show our board and the public how we manage our finances.

Project plan

P
Prep: Information Sharing
  • Volunteer Manager shares detailed description of existing financial record keeping and financial reporting system
  • Professional makes recommendations on accounting system reports to address the Organization's needs
  • Note: If necessary, Volunteer Manager may have Volunteer sign a Non Disclosure Agreement (NDA) prior to sharing and discussing Organization’s financial information
1
Milestone 1: Implementation
  • Professional conducts financial data migration
  • Professional and Volunteer Manager check accuracy of migration
  • Professional sets up account admin privileges for Organization’s designated admin users
2
Milestone 2: Training & Handover
  • Professional provides basic training for Volunteer Manager and supporting staff for tracking and reporting needs including guidelines for continued use of system
  • Professional reviews above guidelines and tips with Volunteer Manager
  • Professional is available for up to two weeks to address questions as Volunteer Manager starts to adopt new bookkeeping system
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About the org

We Resolve
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Pablo C.

Community and Courtroom Advocate

Our mission

We support and empower individuals, families, and communities as they experience the criminal punishment system. We believe in protecting our people, in community healing over harsh punishment, and in advocating for real change.

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