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Accounting Systems Set Up

Help Fayette Humane Society set up an accounting software to support their budgeting and reporting needs.
Fayette Humane Society
Fayetteville, GA, USA
Fayette Humane Society
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Fayette Humane Society
Fayetteville, GA, USA

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Cause
Animals
Skills
Accounting

Posted August 6th

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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 have an existing chart of accounts from Quickbooks desktop; we've moved to quickbooks online to facilitate the team helping our treasurer AND we have a 2020 budget with different lines than our existing chart. I need help understanding how to restructure our chart in QBO to facilitate operational and management reporting needed.

What we have in place
  • We currently have our different charts and structures, which should make it easy for you to get started. We also have me to assist and limited access to treasurer, and the ability to provide any other information you need.
How this will help
This project will save us $888 , allowing us to empower our volunteers to know how much they can spend relative to their 2020 budget.

We need budget vs. actual reporting to manage and without the chart realignment we can't code and report correctly to produce this reporting.

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

Fayette Humane Society
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Causes
Animals Education
Posted by
Rick D
Rick D.

President and Director of IT and Support

Our mission

Fayette Humane Society advocates for animals, supports the community, and enhances pet/owner relationships through spay/neuter programs, rehoming & adoption services, and community education and outreach.

What we do

Fayette Humane Society envisions a community where all companion animals in Fayette County are spayed/neutered and treated with compassion and respect.

We help find forever homes for many unwanted animals and promote education to help keep animals in their existing homes.

Testimonials

Read the Impact Story
Cory was excellent to work with; he really listened to me and understood exactly what my issue involved. He came up with a solution that I could implement and worked for my organization.
Rick D.
Rick D.

President and Director of IT and Support

Accounting Systems Set Up Project

Great non-profit looking to make some technology changes to advance their cause.
Cory O.
Cory O.

Volunteer

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