Accounting Systems Set Up

Help SR3 SeaLife Response, Rehabilitation and Research set up an accounting software to support their budgeting and reporting needs.
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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

Help to organize Quickbooks for more efficient finance and grant tracking. Automatically generated reports for the Board.

What We Have In Place
  • We currently have Quickbooks premier desktop, which should make it easy for you to get started. We also have the time, and the ability to provide any other information you need.
How This Will Help
This project will save us $5,409 , allowing us to save more marine animals!

As a young and rapidly growing organization, we need to make our finance tracking process efficient and easy

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
Casey M.

Executive Director

Our Mission

SR3 promotes the health and welfare of marine wildlife in the Pacific Northwest

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