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Accounting Systems Set Up

Help Abilities Dance Incorporated set up an accounting software to support their budgeting and reporting needs.
Abilities Dance Incorporated
Brookline, MA, USA
Abilities Dance Incorporated
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Abilities Dance Incorporated
Brookline, MA, USA

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Cause
Arts & culture
Skills
Accounting

Posted January 14th

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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

As a very small nonprofit, I'm looking to create better financial habits by adding Quickbooks and generating basic reports.

What we have in place
  • We currently have all of our income and expenses in Excel, which should make it easy for you to get started. We also have whatever you need, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to better understand our finances so we can invest even more in artists.

This will help us achieve my ED goals for better fiscal management and the ability to easily pull numbers and reports for quarterly board meetings.

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

Abilities Dance Incorporated
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Causes
Arts & culture Diversity & inclusion
Posted by
Ellice P
Ellice P.

Executive & Artistic Director

Our mission

Since 2017, Abilities Dance Boston seeks to disrupt antiquated ableist beliefs and disseminate the value of intersectional disability rights through dance. Through our two programs of professional performing company and community engagement, we hope to highlight diverse voices and make a more equitable greater Boston and beyond.

Testimonials

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