Accounting Systems Set Up

Posted by
Arie F.

Operations Manager

Posted Date
Jun 13, 2019
Location
Virtual volunteer opportunity
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Impact statement
This project will save us $5,409 , allowing us to focus on other operations, administrative and fundraising projects & events.

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

Our organization is looking for a volunteer to write a bookkeeping policy and procedure manual. We do not need assistance with accounting software setup. Thanks!

What We Have In Place
  • We do have a few examples or drafts of policy/procedure manuals but would need someone to cater to our organization. Depending on the drafts, it may be easier to start from scratch if a volunteer has a better process.
How This Will Help

This will help outline and implement a streamlined process for everyday bookkeeping and create structure for future employees.

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

The Midwest Innocence Project (MIP) is a not-for-profit corporation dedicated to the investigation, litigation, and exoneration of wrongfully convicted men and women in our five-state region, including Missouri, Kansas, Arkansas, Nebraska, and Iowa. We work to free the wrongfully convicted, educate the public, and change policy to prevent future wrongful convictions.

What We Do

We represent people convicted of crimes they did not commit, investigate, and litigate to regain their freedom. We also work to enact policy to prevent wrongful convictions on the front end.

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