Accounting Systems Set Up

Help Latinos United For A New America set up an accounting software to support their budgeting and reporting needs.
Latinos United For A New America
San Jose, CA, USA
Log in to follow
Latinos United For A New America
San Jose, CA, USA


Live Projects


Matched Projects

Posted March 3rd

Share this project:
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 need someone to work with me and guide me on how to set up the software and then manage the system and generate reports

What We Have In Place
  • We currently have 1 volunteer with ability to access financial records, which should make it easy for you to get started. We also have ability to buy necessary software, and the ability to provide any other information you need.
How This Will Help
This project will save us $5,409 , allowing us to rent a bigger space to accommodate our staff

This project will help LUNA achieve its goals by having the ability to produce financial reports more quickly or when we need them for grant applications or board meetings

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
Show More

About The Org

Latinos United For A New America
Our Mission

LUNA's mission is to unify Latino immigrants in the Silicon Valley with the goal of
significantly improving the quality of life of our families and the future of our children
through advocacy and civic participation.

Similar Opportunities

See All
See all projects