Accounting Systems Set Up

Help GroundWork Bridgeport set up an accounting software to support their budgeting and reporting needs.
GroundWork Bridgeport
Bridgeport, CT, USA
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GroundWork Bridgeport
Bridgeport, CT, USA

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Posted February 1st

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 are transitioning to a new set up in Quickbooks and seek guidance on best practices for grant recording and management.

What We Have In Place
  • We currently have Quickbooks, which should make it easy for you to get started. We also have the willingness, and the ability to provide any other information you need.
How This Will Help
This project will save us $5,409 , allowing us to invest in our youth program development.

This project will help us streamline and get a better handle on grant 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

GroundWork Bridgeport
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Our Mission

To bring about the sustained regeneration, improvement, and management of the physical environment, by empowering people, businesses, and organizations to promote environmental, economic, and social well-being.

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