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Accounting Systems Set Up

Help MONSTER MOMS set up an accounting software to support their budgeting and reporting needs.
MONSTER MOMS
San Antonio, TX, USA
MONSTER MOMS
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MONSTER MOMS
San Antonio, TX, USA

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Cause
Youth development
Skills
Accounting

Posted February 25th

Accounting Systems Set Up

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

Would like help with my set up in QuickBooks , what are best practices as a non profit , to I need a cpa ? If so why . Also I don't know how to reconcile , characterize my spending or find items I know I have paid into . I need help to learn how to do the basic book keeping . Also break up my grants so I know what I'm paying for budget everything out so I don't run out of funds and be proactive .

What we have in place
  • We currently have QuickBooks advance, which should make it easy for you to get started. We also have A little knowledge, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to It will save me money because no one at quick books will help and I can't fully pay an accountant

It will help me to get a better understanding of QuickBooks so I can maintain my small non profit run my w2 and 1099 . I'm delayed because of lack of knowledge

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

MONSTER MOMS
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Causes
Youth development Human services Violence prevention
Posted by
Tia g
Tia g.

CEO and Founder

Our mission

Educating our Moms and risk youth, Offering Assistance to overcome boundaries, and inspiring them to produce excellence in their future.

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