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Accounting Systems Set Up

Help Community Caring Clinic, Inc. set up an accounting software to support their budgeting and reporting needs.
Community Caring Clinic, Inc.
Boston, MA, USA
Community Caring Clinic, Inc.
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Community Caring Clinic, Inc.
Boston, MA, USA

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Cause
Health & nutrition
Skills
Accounting

Posted March 30th

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

We need support and training in the following areas:

-Accounting and Financials
- Human Development
-Marketing
-Communications
-Management and leadership
-Fundraising

What we have in place
  • We currently have 60%, which should make it easy for you to get started. We also have 70%, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to expand our services for the community

The project will prepare us for the financial auditing and to produce excellent financial 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

Community Caring Clinic, Inc.
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Causes
Health & nutrition Housing & homelessness Human services
Posted by
Mohamed A
Mohamed A.

CEO

Our mission

Our mission is to provide an opportunity for underserved children, young people, families, and individuals to promote and strengthen their mental, spiritual, and physical health.

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