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Matched with Jan H
Matched with
Jan H.

Accounting Systems Set Up

Help Southside Worker Center set up an accounting software to support their budgeting and reporting needs.
Southside Worker Center
Tucson, AZ, USA
Cause
Civil Rights

Posted September 12th

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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
What We Have In Place
  • We currently have quickbooks, which should make it easy for you to get started. We also have bank records, and the ability to provide any other information you need.
How This Will Help
This project will save us $5,409 , allowing us to host 10 Know Your Rights at Work workshops with 150 undocumented workers.

This project will enable us to find longer term funding that will help us organize undocumented families and workers to transform Tucson.

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

Posted by
Jimmy W.

Fundraising Team Member

Our Mission

The Southside Worker Center supports a community of worker-leaders building collective power and raising the standards of worker conditions so that members can take part in dignified work and earn just wages.

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