Accounting Systems Set Up

Help International Ballet Exchange set up an accounting software to support their budgeting and reporting needs.
International Ballet Exchange
Philadelphia, PA, USA
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International Ballet Exchange
Philadelphia, PA, USA

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Posted February 10th

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

International Ballet Exchange has been using Quicken 2010 for many years. We are in dire need of help transitioning into Quickbooks. We have already purchased a license for the product and need help setting it up and importing data from Quicken. We want to take advantage of this moment of transition to better align our accounting platform to our budgeting to facilitate easier grant and financial reporting.

What We Have In Place
  • We currently have Quicken and Quickbooks online, which should make it easy for you to get started. We also have board members who are familiar with our accounting systems, and the ability to provide any other information you need.
How This Will Help
This project will save us $5,409 , allowing us to streamline operations. We don't have the budget to do this otherwise.

This will enable us to make better use of limited staff time by facilitating easier financial data entry and 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

International Ballet Exchange
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Posted by
Christina C.

Volunteer Manager

Our Mission

Founded in 1998, the mission of International Ballet Exchange (IBE) is to bring high-quality, classical ballet education and performances to Philadelphia public school students from diverse racial, ethnic, and socioeconomic backgrounds; to foster valuable artistic and life skills, international understanding, and aesthetic awareness; and to make appreciation of and participation in ballet accessible to all.

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