Accounting Systems Set Up

Help Sanctuary Farm Phila set up an accounting software to support their budgeting and reporting needs.
Sanctuary Farm Phila
Glenside, PA, USA
Skills
Accounting

Posted January 14th

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

Perfect. We are currently using Aplos and are not sure we are using it to our fullest potential and/or if we should be using a different system. Thanks

What We Have In Place
  • We currently have Aplos, which should make it easy for you to get started. We also have a volunteer accountant, and the ability to provide any other information you need.
How This Will Help
This project will save us $5,409 , allowing us to This project will potentially have a future cost savings as we are currently using a volunteer. However, as we grow, we need to be more efficient and train non-professional volunteers.

Our organization is growing and our volunteer accountant will not have the bandwidth to continue as we grow. We need to get more efficient in our systems and procedures as we grow. We likely will have to hire a part-time accountant but I would like to have a system so that a volunteer could continue to provide this service for us if possible.

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

Our Mission

Our mission is to improve the health and well being of individuals struggling with food and housing insecurity in the setting of an urban farm.