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Matched with Alpa S
Matched with
Alpa S.

Accounting Systems Set Up

Posted by
Jennie S.

Volunteer/Board member

Posted Date
Aug 6, 2019
Location
Virtual volunteer opportunity
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Accounting Systems Set Up
Impact statement
This project will save us $5,409 , allowing us to provide more programing for kids and young adults with disabilities.

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

I have volunteered to help Valley Friendship Club (VFC) get set up in Quickbooks. I have some experience with Quickbooks. My husband owns a small business and I run his Quickbooks and payroll. I am comfortable working within Quickbooks once things are set-up, but it has been years since I set up his company and he is not a non-profit... I want to make sure I do things right for VFC, and I want to make sure I am setting things up in the best possible way for a non-profit.

What We Have In Place
  • We currently have financial records recorded in Excel, which should make it easy for you to get started. We also have bank statements and receipts, and the ability to provide any other information you need.
How This Will Help

Having our income and expenses recorded properly in quickbooks will allow us to engage in more effective strategic planning.

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

Enrich. Empower. Embrace.
The Mission of the Valley Friendship Club is to promote and provide safe accessible social opportunities while fostering friendships. To this end, we aim to enhance community connections, empower club participants to strengthen important life skills and create greater social independence.

What We Do

We are a place to connect with people and the community in an environment that fosters friendships and celebrates individual abilities and talents. We are about expanding horizons through activities and events that appeal to children, teens and young adults using art,music, community service and much more! we are NOT a "day program" or a "training service", but we are an opportunity to have fun, rewarding and new experiences in an environment that embraces innovation, independence, and the freedom to "just be individuals.

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