Accounting Systems Set Up

Help National Organizations for Youth Safety set up an accounting software to support their budgeting and reporting needs.
National Organizations for Youth Safety
Alexandria, VA, USA
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National Organizations for Youth Safety
Alexandria, VA, USA

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Posted November 26th

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 currently have a quickbooks subscription but have not used it in quite some time since we have grown as an organization.

What we have in place
  • We currently have a quickbooks account, access to all bank accounts, which should make it easy for you to get started. We also have a board treasure who can support with institutional knowledg, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to allocate that back to our holistic youth support stipends.

Our organization has grown tremendously over the past few years receiving multiple grants, and having the ability to track all expenses and have proper financial systems in place would be ideal.

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

National Organizations for Youth Safety
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Our mission

Our Mission is to unite, equip and build capacity for young people to lead in addressing the most pressing health and safety issues affecting them today.

NOYS is leveraging 25+ years of collaborative engagement to position young people to lead change.

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