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Accounting Systems Set Up

Help Virginia Foundation for Healthy Youth set up an accounting software to support their budgeting and reporting needs.
Virginia Foundation for Healthy Youth
Richmond, VA, USA
Virginia Foundation for Healthy Youth
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Virginia Foundation for Healthy Youth
Richmond, VA, USA

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Cause
Health & nutrition
Skills
Accounting

Posted July 30th

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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

I need training in using Quickbooks web-based software to manage the books for a small non-profit where I volunteer as the treasurer.

What we have in place
  • We currently have an account with Quickbooks online, which should make it easy for you to get started. We also have a basic set up of income and expenses, and the ability to provide any other information you need.
How this will help
This project will save us $1,984 , allowing us to continue to provide scholarships to graduating high school seniors.

This project is for a non-profit, Westfield Theatre Boosters. The booster organization supports a high school theatre department in Chantilly, VA.

https://www.westfieldtheatre.com/boosters

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

Virginia Foundation for Healthy Youth
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Cause
Health & nutrition
Posted by
Lisa B
Lisa B.

Regional Grants Administrator

Our mission

VFHY empowers Virginia's youth to make healthy choices by reducing and preventing youth tobacco use, substance use and childhood obesity.

Testimonials

Read the Impact Story
Herb was very knowledgeable and helped me navigate ledger entries and reporting features in QuickBooks Online. I appreciate his help!
Lisa B.
Lisa B.

Regional Grants Administrator

Accounting Systems Set Up Project

Lisa was new to QuickBooks, but my review reflected an excellent system setup. She was a charm to work with.
Herb T.
Herb T.

Volunteer

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