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Excel-Based Accounting System

Help Maine Association for New Americans (MANA) set up an accounting system in Excel or Google Sheets to support their budgeting and reporting needs.
Maine Association for New Americans (MANA)
Portland, ME, USA
Maine Association for New Americans (MANA)
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Maine Association for New Americans (MANA)
Portland, ME, USA

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Cause
Community & economic development
Skills
Accounting

Posted August 3rd

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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
Additional details

We are a newly funded nonprofit rapidly growing and now need a simple, but easily scalable accounting system to keep track of our cash flow. Thank you for your help!

What we have in place
  • We currently have a provisional accounting system on Google Sheets, which should make it easy for you to get started. We also have the sheet that takes us until now, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to provide more programming.

A well-organized accounting system will allow us to file taxes accurately and efficiently at the end of the year.

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

Maine Association for New Americans (MANA)
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Causes
Community & economic development Diversity & inclusion Education
Posted by
Abbie Y
Abbie Y.

Executive Director

Our mission

MANA is an immigrant-led organization that promotes social & personal empowerment of immigrants in Maine through:

- Raising awareness of individual and collective trauma among immigrants

- Connecting immigrants to resources that expand their resilience-building strategies

- Connecting immigrants with their peers across cultures

Testimonials

Read the Impact Story
Yuval knew how to meet us at where we were and offer the solution we needed now.
Abbie Y.
Abbie Y.

Executive Director

Excel-Based Accounting System Project

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