Accounting Systems Set Up

Posted by
Donald A.

Volunteer Manager

Posted Date
Mar 25, 2019
Location
Virtual volunteer opportunity
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3 applications submitted

Impact statement
This project will save us $5,409 , allowing us to spend on fundraising activities

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
What We Have In Place
  • We currently have none, which should make it easy for you to get started. We also have none, and the ability to provide any other information you need.
How This Will Help

As we are looking to grow and fundraising. We believe that it is crucial to have good bookeeping foundation in place

Project may require a short interview with the organization.

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 and 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

Our Mission

Caribbean Integration Community Development (CICD) is a housing and community development organization that creates and maintains affordable housing in areas of Boston where large numbers of people of Caribbean descent reside.

We leverage real estate development in struggling communities to build healthy neighborhoods and broaden access to economic opportunities.

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