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Accounting Systems Set Up

Help #UniteCloud set up an accounting software to support their budgeting and reporting needs.
#UniteCloud
Saint Cloud, MN, USA
#UniteCloud
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#UniteCloud
Saint Cloud, MN, USA

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Cause
Diversity & inclusion
Skills
Accounting

Posted September 18th

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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

We just purchased Quickbooks online and would like it set-up to best suit our needs as a small non-profit.

What we have in place
  • We currently have Quickbooks online, which should make it easy for you to get started. We also have a Google sheet with all past purchases, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to use that money for our 1st office and training space!

Setting this new tool up correctly with save time for our Director and give our Board more insight into our financial situation.

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

#UniteCloud
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Causes
Diversity & inclusion Community & economic development
Posted by
Natalie R
Natalie R.

Founder & Director

Our mission

#unitecloud provides education and actionable steps to resolve tension and restore dignity to all people in Central MN.

What we do

#unitecloud seeks to foster an empathetic community that chooses to stand up for one another regardless of race, religion, gender, sexual orientation, abilities, or socio-economic background. We believe that our commitment to this vision will lead to a sense of greater safety and hope and a decrease in fear and suspicion of those who are different from us.

Testimonials

Read the Impact Story
Zahra made everything easy for us, from laying out just what we needed to get her, to setting everything up for us so that we could hit the ground running in the New Year with a streamlined Quickbooks set up for reporting and accounting.
Natalie R.
Natalie R.

Founder & Director

Accounting Systems Set Up Project

(No testimonial has been submitted by Zahra)
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