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Accounting Systems Set Up

Help Center for Black Women's Wellness set up an accounting software to support their budgeting and reporting needs.
Center for Black Women's Wellness
Atlanta, GA, USA
Center for Black Women's Wellness
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Center for Black Women's Wellness
Atlanta, GA, USA

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Cause
Health & nutrition
Skills
Accounting

Posted January 29th

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

Setup ADP Automatic Payroll system for use in time and attendance tracking for employees; help to identify an electronic bill payment system for implementation; research and review new accounting system options for CBWW.

What we have in place
  • We currently use ADP for our Payroll and other HR needs. However we are still using paper tracking for time and attendance instead of ADPs electronic platform. We contracted with ADP for use of this tool and need help setting this up and rolling it out.
How this will help
This project will save us $5,409 , allowing us to invest in more electronic tools that will make us more efficient.

So that we can go electronic verses paper for time and attendance processing. The same is true for our electronic billing needs that we hope to include with this project.

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

Center for Black Women's Wellness
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Cause
Health & nutrition
Posted by
Kim T
Kim T.

Operations Manager

Our mission

To improve the health and well-being of underserved Black women and their families

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