Project

Accounting System

Education

By Michelle C.

Co-Founder / Executive Director, Gladeo

Posted Apr 2, 2018

This project was

Completed

Jun 5, 2018

Matched with:

Arthur H.

This project will save us $5,409 , allowing us to serve 100,000 more students with our online resources.

What We Need

  • Analysis of accounting needs and assessment of current accounting practices
  • Recommendations for process improvements and report generation
  • Recommendations for appropriate bookkeeping software and related costs (if necessary)
  • Implementation of chosen bookkeeping software (if necessary)
  • Training on data input and essential reports to generate

How This Will Help

We need a volunteer to help us with completing set up of our Quickbooks online account. We currently do have a chart of accounts but we need help organizing and tracking the different expenses and revenues for our organization. We also need training for our staff member so she can reconcile the books moving forward. We would prefer a volunteer who has specifically helped a non-profit with their Quickbooks b/c the classification for non-profits revenue and expenses is different from for-profits.

What We Have In Place

We currently have a Quickbooks account and chart of accounts which should make it easy for you to get started. We also have a dedicated staff member and the ability to provide any other information you need.

Fun Fact

We are an all volunteer organization of individuals that are passionate about empowering students of all backgrounds to find and pursue their dream career.

  • Location: Remote (work anywhere)

Project Steps

Prep: Distribution of Prep Materials
  • Volunteer Manager communicates current accounting needs and practices to Professional
  • Volunteer Manager provides a chart of accounts or operating budget, and any financial statements currently being generated (e.g. statement of financial position, statement of activities, or statement of cash flows)
Milestone 1: Analysis and Recommendations
  • Professional analyzes current accounting system, and recommends improvements to data gathering, reporting, or implementation of new bookkeeping software
  • Volunteer Manager provides feedback which Professional incorporates
Milestone 2: Implementation
  • Professional helps Volunteer Manager to implement recommendations
Milestone 3: Training
  • Professional trains Volunteer Manager on how to fully implement recommendations to ensure sustainability
Prerequisites for Professional
  • Proficiency with accounting software
  • Experience setting up a bookkeeping system from scratch
  • Ability to set up regular recording, reconciliation, and reporting practices
Prerequisites for Organization
  • Staff member responsible for your Organization’s bookkeeping committed to this project
  • A chart of accounts or an operating budget
  • Financial statements currently being generated

Our Mission

Gladeo is a digital media non-profit fostering career exploration for young people from diverse backgrounds. We are dedicated to inspiring and helping young people discover, navigate and achieve their dream careers by creating innovative multimedia career content and distributing it online (through the web and social media) and offline (through school counselors and our career exploration workshop).

What We Do

We created a "Virtual Career Day", an online portal where guidance counselors and students can learn about the vast array of careers from our ever-growing library of content. Our content is Inspirational: The challenge with non-celebrity careers is that the people who do them and their success stories (and they do exist) are less flashy and don't get blasted across social media, and as a result, the inspiration they could have sparked doesn't spread. Gladeo shares inspiring career stories (written and video) of diverse individuals to breakdown stereotypes, to open eyes to new opportunities, and to inspire people to believe that their aspirations are achievable. "You need to see it, to believe it." Our content is Informational: We take a personal and action-oriented approach, gathering first-hand, practical knowledge directly from actively working professionals, not just information downloaded from the Bureau of Labor Statistics. We also include non-linear career tracks that don't follow an easily navigable path. We include information like what they need to be doing in high school and college to prepare, what classes they need to be taking, what trade magazines to start reading, what educational institutions have the best programs, how to land that first foot in the door and more. Gladeo gives school counselors the resources they need to inspire and expose their students to the vast world of possibilities, not just the ones in their community and to empower their students to make informed decisions about their future.

Education Youth Development
Arthut is awesome! It was a pleasure working with him. He was able to clearly explain how to use Quickbooks to a complete newbie and now I feel like extremely confident about using it for everything our organization needs to track. Plus, he's really nice and funny. Thank you so much!
Michelle Cho
Michelle C.

Project Manager

Accounting System Project

Michelle is a joy to work with. Informed, knowledgable, easy going. I very much enjoyed working with her on her Accounting System project.
Arthur Hunt
Arthur H.

Volunteer