Accounting Systems Set Up for REACH OUT WEST END INC

This project was completed on Apr 14, 2021
Matched with Yuval N.
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Accounting Systems Set Up

Help REACH OUT WEST END INC set up an accounting software to support their budgeting and reporting needs.

Cause

Human Services

Skills

Accounting

Posted December 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

Looking for someone to upgrade our Quickbooks desktop 2020 Premier software to Quickbooks online. Quickbooks knowledge a must.

What We Have In Place

We currently have Quickbooks desktop 2020 premier, which should make it easy for you to get started. We also have remote desktop, and the ability to provide any other information you need.

How This Will Help

This project will save us $5,409 , allowing us to use those dollars on training.

Eliminate the need for remote desktop work enabling all processes to be done online.

Project Plan

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

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

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

About The Org

REACH OUT WEST END INC

Causes

Human Services Community & Economic Development Youth Development

Posted by

Our Mission

MIssion:
Reach Out's mission is to bring people together to solve the region's (Inland Empire) toughest issues; breaking barriers to educational achievement, expanding economic opportunities, and creating safe, healthy, and innovative communities.

Testimonials

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(No testimonial has been submitted by Susan)

(No testimonial has been submitted by Yuval)

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Accounting Systems Set Up

REACH OUT WEST END INC

REACH OUT WEST END INC

2

16

Cause

Skills

Accounting Systems Set Up

Project Details

What We Need

Additional Details

What We Have In Place

How This Will Help

This project will save us $5,409 , allowing us to use those dollars on training.

Project Plan

Prep: Information Sharing

Milestone 1: Implementation

Milestone 2: Training & Handover

About The Org

REACH OUT WEST END INC

Causes

Posted by

Susan V.

Our Mission

Testimonials

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