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Accounting Systems Set Up

Help Retraining The Village set up an accounting software to support their budgeting and reporting needs.
Retraining The Village
Campbell, CA, USA
Retraining The Village
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Retraining The Village
Campbell, CA, USA

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Cause
Housing & homelessness
Skills
Accounting

Posted August 20th

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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

Retraining the Village is in need of an accounting system and training by a professional who will work with our organization, and leadership that is easy to use, help us to track funding, invoice vendors, reports, and monthly financial reports.

What we have in place
  • We currently have reports, raw data from last year, which should make it easy for you to get started. We also have tax returns, profit and loss statement, monthly reports, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to purchase clothing, and food for the program participants

This project is the core of our Organization for funding, translating donations, and payroll. It will assist Retraining the Village transparency, effective ways to show our supporters how much we appreciate them.

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 & 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

Retraining The Village
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Causes
Housing & homelessness Diversity & inclusion Military & veterans affairs
Posted by
Halley C
Halley C.

Chief Executive Officer

Our mission

Retraining the Village's mission is to reintroduce the economical, geographic and social changes to men who are exiting out of homelessness, and institutions. To reignite their passion and determination to see and complete their individual personal plan (IPC) and to pursue their dreams to become independent. To redirect their barriers of substance abuse and personal thinking into good thoughts and actions daily.

Testimonials

Read the Impact Story
He contacted me immediately, very friendly, although our need was so critical, he did what he could.
Halley C.
Halley C.

Chief Executive Officer

Accounting Systems Set Up Project

(No testimonial has been submitted by Gerson)
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