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Accounting Systems Set Up

Help Youth Transportation Organization set up an accounting software to support their budgeting and reporting needs.
Youth Transportation Organization
San Rafael, CA, USA
Youth Transportation Organization
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Youth Transportation Organization
San Rafael, CA, USA

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Cause
Youth development
Skills
Accounting

Posted November 8th

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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

Hi- I have Quickbooks online and want to set it up with figures from our current Fiscal year (2019) and simple management reports. Thanks!

What we have in place
  • We currently have Quickbooks online, which should make it easy for you to get started. We also have bank info, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to focus on finding and offering our programs to our partners.

Today, we are a one person organization without the expertise needed to manage our daily financial information. With your help, we should be able to easily track our income, in-kind donations and expenses, keeping us on track to run our programs.

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

Youth Transportation Organization
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Causes
Youth development Arts & culture Education
Posted by
Craig F
Craig F.

Founder and CEO

Our mission

The Youth Transportation Organization (Yoots.org) is a 501(c)(3) organization with the mission to eliminate transportation as a barrier to equity for low-income and under-represented youth.

Testimonials

Read the Impact Story
Lacie was a professional through and through. While relatively new to working with non-profits, she took the time to understand our needs and researched some important differences when setting up QB. If possible, we'll work with her on a contract basis moving forward!
Craig F.
Craig F.

Founder and CEO

Accounting Systems Set Up Project

(No testimonial has been submitted by Lacie)
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