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Accounting Systems Set Up

Help Access Virginia set up an accounting software to support their budgeting and reporting needs.
Access Virginia
Newport News, VA, USA
Access Virginia
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Access Virginia
Newport News, VA, USA

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Cause
Human services
Skills
Accounting

Posted June 25th

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'd like more training on online Quickbooks.

What we have in place
  • We currently have Quickbooks online, which should make it easy for you to get started. We also have Quickbook and Paypal, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to invest in marketing and purchase equipment

To enhance my understanding of Quickbooks online and generating reports

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

Access Virginia
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Causes
Human services Arts & culture Diversity & inclusion
Posted by
Lois B
Lois B.

Executive Director

Our mission

Access Virginia was created to provide open captioning and audio description at live theatrical performances so that Deaf/Hard of Hearing and Blind/Visually Impaired persons could attend show performances and experience the pleasure of live entertainment at public facilities and to ensure that no individual with these disabilities is denied access or treated differently than other individuals because of absence of necessary accommodations.

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