Accounting Systems Set Up

Help Black Girls Love Math set up an accounting software to support their budgeting and reporting needs.
Black Girls Love Math
Philadelphia, PA, USA
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Black Girls Love Math
Philadelphia, PA, USA


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Posted March 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

I've purchased Quickbooks online and need help setting up the accounts to align to my budget.

What We Have In Place
  • We currently have Quickbooks online, which should make it easy for you to get started. We also have online bank statements, and the ability to provide any other information you need.
How This Will Help
This project will save us $5,409 , allowing us to focus on building a strong operational budget.

As an organization in its first year we want to ensure we are doing things correctly and accounting is essential part of our compliance.

Project Plan

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
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
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

Black Girls Love Math
Our Mission

Black Girls Love Math has set out to eliminate the invisibility of African American girls in math careers and advanced level mathematics courses. By providing after school enrichment and mentoring, BGLM aspires to grow the number of women of color working in math fields and STEM fields and give equitable opportunities for girls to become experts in the field of mathematics.

What We Do

After school enrichment, mentoring, career exploration

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