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Excel-Based Accounting System

Help Spirit of Our Lord Ministries, Inc set up an accounting system in Excel or Google Sheets to support their budgeting and reporting needs.
Spirit of Our Lord Ministries, Inc
Montgomery Village, MD, USA
Spirit of Our Lord Ministries, Inc
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Spirit of Our Lord Ministries, Inc
Montgomery Village, MD, USA

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Cause
Human services
Skills
Accounting

Posted April 18th

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Excel-Based Accounting System

Project details

What we need
  • Setup or update of accounting system in Excel or Google Sheets
  • Training and guidelines on how to manage system and generate basic reports
Additional details

Need to manage accounting for multiple programs

What we have in place
  • We currently have individual spreadsheets with financial reconciliation, which should make it easy for you to get started. We also have access to all financial data needed, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to help more people in need

Financial accountability is very important for us. We want to know that the funds we provide are being used properly and we want to be able to confidently tell our donors how the funds were spent.

Project plan

P
Prep: Information Sharing
  • Volunteer Manager shares existing financial record keeping methods and/or financial reporting system
  • Volunteer Manager shares Organization's financial reporting needs and goals
  • 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
  • If necessary, Professional migrates data into Excel
  • If necessary, Professional and Volunteer Manager check accuracy of migration
  • Professional organizes spreadsheet based on Organization's needs
2
Milestone 2: Training & Handover
  • Professional provides basic training for Volunteer Manager and supporting staff for tracking and reporting, including guidelines for continued use of system
  • Professional reviews above guidelines and tips with Volunteer Manager
  • Professional stays 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

Spirit of Our Lord Ministries, Inc
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Causes
Human services Housing & homelessness Religion & spirituality
Posted by
Denese F
Denese F.

Board Secretary

Our mission

Share the love of Christ in the developing world by providing physical and spiritual support to disadvantaged people. SOLM will partner with local communities to empower vulnerable populations in obtaining food, housing and vocational training.

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