Accounting Systems Set Up

Help Black Sustainability, Inc. set up an accounting software to support their budgeting and reporting needs.
Black Sustainability, Inc.
Atlanta, GA, USA
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Black Sustainability, Inc.
Atlanta, GA, USA

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Posted April 29th

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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

We need support getting our books together and having a process for correctly managing our books

What We Have In Place
  • We currently have WaveApp, which should make it easy for you to get started. We also have A summit budget of expenses for the summit and a pending gra, and the ability to provide any other information you need.
How This Will Help
This project will save us $5,409 , allowing us to Support members and programming.

Compliance is a major issue and our finance director is leaving...we need help

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

Black Sustainability, Inc.
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Our Mission

MISSION

To connect people of Afrikan* descent in sustainability fields to resources and development opportunities.