Accounting Systems Set Up

Posted by
Joan M.

president

Posted Date
Jun 6, 2019
Location
Virtual volunteer opportunity
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1 application submitted

Impact statement
This project will save us $5,409 , allowing us to pay for training for our clients.

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

We have installed Quick Books for Nonprofits. I do not have an accounting background and could use some assistance with getting started with this software. If you have the patience to help a rookie, then this is the project for you!

What We Have In Place
  • We currently have Quickbooks for Nonprofits, which should make it easy for you to get started. We also have (not sure what to put here), and the ability to provide any other information you need.
How This Will Help

We are an emerging nonprofit that will provide employment and residential services to people with disabilities.

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

We are a nonprofit seeking to create an inclusive community where people with disabilities can receive residential, employment, social, recreational and therapeutic supports, living alongside their mentors who will assist them with their day to day activities.

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