Accounting Systems Set Up

Help Mountain Homeless Coalition set up an accounting software to support their budgeting and reporting needs.
Mountain Homeless Coalition
Cedarpines Park, CA, USA
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Mountain Homeless Coalition
Cedarpines Park, CA, USA

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Posted January 13th

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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

I'd like some help with the Quickbooks set up for a new 2-member LLC created for a Project Homekey grant from the state of California. We purchased 8 units and will now manage the property. I am bookkeeper/treasurer for Mtn Homeless Coalition and have managed the books (in Quickbooks desktop) for three years. But adding this new LLC poses a few questions for me.

What We Have In Place
  • We currently have Quickbooks for Nonprofits, which should make it easy for you to get started. We also have an initial set up and keyed transactions for Oct-Dec 2020, 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 our money for housing navigator salaries and bridge housing (hotel stats) for the homeless.

Last fall we received a state of California Homekey grant to purchase eight small cabins in Big Bear Lake to get homeless individuals and households back on their feet. I, as the treasurer, am struggling to set up this new LLC and record the purchase and other transactions appropriately.

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

Mountain Homeless Coalition
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Our Mission

MHC Mission Statement- The Mountain Homeless Coalition endeavors to reach, inform, serve and house our neighbors experiencing homelessness and to educate our mountain residents on their needs.

What We Do

We are the sole provider of homelessness prevention and resolution services in the San Bernardino Mountains, serving Crestline, Lake Arrowhead, Running Springs, Big Bear Lake, and surrounding communities.

Testimonials

Martin was sharp, and efficient and made sure the information he was offering lined up with what I was needing. I had my questions answered quickly and as thoroughly as I wanted.
Becky B.

Treasurer

Accounting Systems Set Up Project

(No testimonial has been submitted by Martin)

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