Accounting Systems Set Up

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

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Accounting

Posted December 30th

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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

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

REACH OUT WEST END INC
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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.

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