Accounting Systems Set Up

Help Asian American Organizing Project set up an accounting software to support their budgeting and reporting needs.

Posted June 5th

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

Have new accounting system in Quickbooks or another software, but need someone to update or implement it.

Establish best practices for your Organization's financial record keeping, budget tracking, and reporting needs.

What We Have In Place
  • We currently have ADP payroll system, and Quickbooks online.
How This Will Help
This project will save us $5,409 , allowing us to hire 2 - 3 more youth and youth people to join our canvassing team for the next 6 months.

It will help us have a financial system and healthy management and practice moving forward. It will help us with grant reporting, and with budget meetings.

Project Plan

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
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
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

Our mission is to advance Asian American and Pacific Islander participation in democracy for an equitable and just society.

Our vision is that Asian American and Pacific Islander individuals, families, organizations, and communities in Minnesota will affect long-term social change and civic engagement through grassroots, neighborhood organizing efforts.

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