Accounting Systems Set Up

Help Global Fund for Widows set up an accounting software to support their budgeting and reporting needs.
Global Fund for Widows
New York, NY, USA
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Global Fund for Widows
New York, NY, USA

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Posted December 21st

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

Ideally we would like our accounting system to be linked to a CRM system and also our event planning system.

What We Have In Place
  • We currently have Quickbooks and salesforce memberships, which should make it easy for you to get started. We also have an accountant and staff, and the ability to provide any other information you need.
How This Will Help
This project will save us $5,409 , allowing us to build 2 banks for 50 widows in Kenya, Malawi, or Egypt!

We need to professionalize our reporting and CRM systems.

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

Global Fund for Widows
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Our Mission

The Global Fund for Widows is a nonprofit organization dedicated to empowering widows to overcome poverty through skills-based training, job creation, and building micro banks called Widows' Savings and Loan Associations. Ultimately, our goal is to help widows achieve financial stability, self-sufficiency, and agency.

GFW applies its programs throughout the developing world by forming strategic partnerships with local NGOs, which are dedicated to the empowerment of widows. These local NGOs work in close collaboration with the GFW to develop unique solutions for empowering widows that are culturally and socially appropriate, as most importantly - Sustainable.

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