Accounting Systems Set Up

Help Veteran Women's Enterprise Center set up an accounting software to support their budgeting and reporting needs.
Veteran Women's Enterprise Center
Dallas, TX, USA
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Veteran Women's Enterprise Center
Dallas, TX, USA

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Accounting

Posted January 6th

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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
What We Have In Place
  • We lost financial data due to technology issues, but we have most of our original financial files to get the process re-established.

    We want to look at the best software options and backup strategies to ensure we don't find ourselves in this situation again.
How This Will Help
This project will save us $5,409 , allowing us to With the funding saved from this project, we can serve additional clients via our NLBT and business credit building grant match programs.

We tripled our sponsor contributions in 2020, and are finally getting on track to secure the funding we need to adquately support our clients. Having our finances in order is critical to effectively managing donations and towards seeking additional funding and finally as a model to our own business clients.

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

Veteran Women's Enterprise Center
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Our Mission

To help Entrepreneur Women Associated with the Military (EWAM) inclusive of veterans, active duty, reservists and female military spouse scale for success, we establish strategic alliances, leverage public/private-sector opportunities, advocate for relevant research, services and funding, while simultaneously providing on-site the personal and professional resources they need to succeed.

Projected mission outcomes for our clients include, but are not limited to ensuring financial preparedness, business certification, doubling of revenues, creating increased contracting opportunities, innovations for expanding products/services, building viable social capital, and ensuring access to immediate financial resources.

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