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Accounting Systems Set Up

Help Hillel Community Day School set up an accounting software to support their budgeting and reporting needs.
Hillel Community Day School
Rochester, NY, USA
Hillel Community Day School
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Hillel Community Day School
Rochester, NY, USA

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Education
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Accounting

Posted August 5th

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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

Our school needs help setting up a Quickbooks accounting system and ensuring that we are able to use Quickbooks to track our accounts. Our current setup is full of errors and is preventing us from generating accurate reports. We have hired a new Business Manager who is eager to get things up and running accurately. She is excited to learn more about how to manage the system. We are looking to generate monthly P and L statements, cash flow, budget analyis, and income and expenditures reports.

What we have in place
  • We currently have A new and eager Business manager, a back up of our quickbook, which should make it easy for you to get started. We also have all financial records, a quickbooks license, etc., and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to invest in the materials and supplies that we need to open school in this COVID environment. Provide greater scholarship dollars for our students and their families, allowing equity and access to more

Our non-profit school serves children in our community that would not normally be able to receive a high-quality, nurturing school environment. Without the proper systems in place we are wasting countless hours trying to rectify things. We are running on a modified cash basis (credit card transactions are the only thing accrual). As the Head of School, it has been frustrating and has caused us board, vendor, parent, and donor support when we can not produce accurate information for them on dem

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

Hillel Community Day School
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Education Religion & spirituality
Posted by
Tracie G
Tracie G.

Head of School

Our mission

Hillel Community Day School partners with families to promote critical thinking, academic excellence and a love of learning for each child. In service to the entire Jewish community, we inspire a meaningful connection to Jewish customs, values and Israel.

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