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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
Latinos United For A New America
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Latinos United For A New America
San Jose, CA, USA

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Cause
Community & economic development
Skills
Accounting

Posted March 3rd

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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

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 $3,080 , 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

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

Latinos United For A New America
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Causes
Community & economic development Diversity & inclusion Housing & homelessness
Posted by
SB
Salvador B.

Volunteer manager

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.

Testimonials

Read the Impact Story
(No testimonial has been submitted by Salvador)
Very much enjoyed working with them. Very friendly and very professional.
Jan H.
Jan H.

Volunteer

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