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Accounting Systems Set Up

Help Legal Link set up an accounting software to support their budgeting and reporting needs.
Legal Link
Oakland, CA, USA
Legal Link
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Legal Link
Oakland, CA, USA

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Cause
Justice & legal services
Skills
Accounting

Posted February 20th

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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 are implementing Quickbooks for our fiscally sponsored project. We need to use it in our current status and be set up to hit the ground running when we become independent.

What we have in place
  • We currently have our data in spreadsheets, Aplos and Salesforce, which should make it easy for you to get started. We also have the desire to move this forward, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to serve more low-income community members and their advocates.

This will help us streamline our internal processes and be able to move into our next phase of growth.

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

Legal Link
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Causes
Justice & legal services Housing & homelessness Human services
Posted by
SS
Sacha S.

Founder + Executive Director

Our mission

Legal Link's mission is to remove legal barriers that prolong poverty by adding critically needed capacity to the legal ecosystem.

What we do

Trained community partners act as navigators for families inadequately supported by the legal system. Navigators help to identify legal issues, surface unmet legal needs, and access legal protections. Our cross-sector approach leverages existing resources, uses a legal empowerment model, and helps communities to access legal protections and build healthy families and vibrant futures.

Testimonials

Read the Impact Story
Alpa is a very knowledgeable, helpful, and available expert. We were very grateful to have her support in understanding and implementing Quickbooks.
Sacha S.

Founder + Executive Director

Accounting Systems Set Up Project

(No testimonial has been submitted by Alpa)
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