Quickbooks Set Up & Training

OASIS Center International
Crows Landing, CA, USA
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OASIS Center International
Crows Landing, CA, USA

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Posted April 15th

Project details

What we need
  • Setup of Quickbooks software
  • Training and guidelines on how to manage account and generate basic reports
What we have in place
  • OASIS is in the process of cross training employees within finance and payroll department. It would be very helpful to have a beginner training for Quickbooks for non-profit for our team.
How this will help
This project will save us $5,409 , allowing us to bring in the book-keeping service in-house.

Financial reporting is very important for any organization, but specifically for non-profits, having the tools and resources available in-house can dramatically improve management performance. I am looking forward to seeing

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 Quickbooks
  • 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 Quickbooks
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About the org

OASIS Center International
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Posted by
Jin S.

Executive Director

Our mission

OASIS Center International is a 501(c)3 community development organization, working in partnership with both public and private entities to bring art back into the lives of our youth. Established in 2012, the vision of OASIS is to inspire a generation of youth to fulfill the highest level of life achievement possible through discovery and development of their inherent creative gifts. Our mission is to positively impact at-risk youth through a replicable Arts Mentoring Program and to enhance the skills of local artists through community engagement.

What we do

Recognizing the advantageous effects of arts education on both students and society, OASIS is committed to restoring arts and cultural enrichment at the core of communities, and we believe this starts with a focus on the youth, especially those at-risk in underserved areas of the community. OASIS provides students with instruction in a variety of modalities, including architectural design, creative art journaling, film-making, and tap dance.

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