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Excel-Based Accounting System

Help Inspira set up an accounting system in Excel or Google Sheets to support their budgeting and reporting needs.
Inspira
lima, Peru
Inspira
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Inspira
lima, Peru

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Cause
Health & nutrition
Skills
Accounting

Posted November 5th

Excel-Based Accounting System

Project details

What we need
  • Setup or update of accounting system in Excel or Google Sheets
  • Training and guidelines on how to manage system and generate basic reports
What we have in place
  • We currently have no many transaction just donations, which should make it easy for you to get started. We also have all bank statements, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to dont pay montly accounting services and do taxes by our self

We just got the 501 c 3 and during 2019 we have received small donations and i would like to start with the accounting and preparing for tax filing

Project plan

P
Prep: Information Sharing
  • Volunteer Manager shares existing financial record keeping methods and/or financial reporting system
  • Volunteer Manager shares Organization's financial reporting needs and goals
  • 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
  • If necessary, Professional migrates data into Excel
  • If necessary, Professional and Volunteer Manager check accuracy of migration
  • Professional organizes spreadsheet based on Organization's needs
2
Milestone 2: Training & Handover
  • Professional provides basic training for Volunteer Manager and supporting staff for tracking and reporting, including guidelines for continued use of system
  • Professional reviews above guidelines and tips with Volunteer Manager
  • Professional stays 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

Inspira
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Causes
Health & nutrition Human services
Posted by
GT
Gabriela T.

Volunteer manager

Our mission

kids with cancer can continue the treatment, any kids suspense his treatment for economic reasons. all kids has access to medical treatment

What we do

In Peru we have a shelter for kids coming from country side without economic resources and we provide healthy food and a place to sleep for the kids and a family member.
Also we created a Inspira for Kids in USA as a non profit

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