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Accounting Systems Set Up

Help Perinatal Health Equity Initiative set up an accounting software to support their budgeting and reporting needs.
Perinatal Health Equity Initiative
East Orange, NJ, USA
Perinatal Health Equity Initiative
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Perinatal Health Equity Initiative
East Orange, NJ, USA

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Cause
Maternal health
Skills
Accounting

Posted February 28th

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

We are transferring from aplos to quickbooks and need help moving the system over.

What we have in place
  • We currently have a quickbooks account, which should make it easy for you to get started. We also have a fractional cpa, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to provide doula support to 2 mothers

Clarity in managing our books will help us to better manage cash flow into the organization, make sure bills are paid and help keep us audit ready.

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

Perinatal Health Equity Initiative
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Causes
Maternal health Health & nutrition
Posted by
Nastassia D
Nastassia D.

Executive Director

Our mission

The Perinatal Health Equity Foundation is a grassroots community organization. We are dedicated to actively working towards eliminating health care disparities in black infant and maternal health through advocacy, education, community engagement, research, collaboration, and direct clinical support.

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