Accounting Systems Set Up

Help Esperanza Dance Project set up an accounting software to support their budgeting and reporting needs.
Esperanza Dance Project
Tucson, AZ, USA
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Esperanza Dance Project
Tucson, AZ, USA

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Posted April 1st

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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

Recently began setting up Quickbooks online and we are in need of some assistance and review of what has been started. We would also like advice on best practices for inputting 2 previous fiscal year information currently utilizing SMU Dataarts platform and rudimentary excel.
We have a dedicated member of our team ready to be trained and keep up future bookkeeping necessities.

What we have in place
  • We currently have quickbooks online, which should make it easy for you to get started. We also have a team member ready to work, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to save and prepare for a physical space for our performing company rehearsal and administration.

This project is really important to our organization as our budget is increasing and we are in the midst of an exciting expansion overall. With a strong financial budgeting plan and toolkit, we will better be able to serve our communities and reach out to future funders and donors to grow our non profit.

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

Esperanza Dance Project
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Our mission

To eradicate stigma, secrecy and shame associated with surviving childhood sexual violence.
The Esperanza Dance Project is a community-based collaboration that uses a multimedia dance performance to educate about the issue of childhood sexual violence and deliver a message of hope, strength and empowerment.

What we do

Esperanza Dance Project's vision is that all high school students in Arizona learn to recognize warning signs associated with sexual abuse, feel comfortable discussing it openly and compassionately, and become familiar with local resources for support.
We do this by providing a multi-media performance to address childhood sexual violence through dance, music, and spoken word in a way that empowers teens. We provide tools for discussion and understanding through a study guide, written by behavioral health professionals. Additionally we provide local information about ongoing peer advocacy and support connections in the community, and host meaningful question and answer sessions following each performance.

Testimonials

Working with Ben has been a truly enlightening experience! Ben's knowledge and expertise surrounding accounting systems specific to non-profits is remarkable, and his ability to teach and explain is unparalleled. Our organization has been able to implement a more accurate and sustainable accounting system thanks to Ben, which will help us in innumerable ways moving forward. This experience has been amazing and positive in every way.
Grace R.
Grace R.

Graphic Designer

Accounting Systems Set Up Project

(No testimonial has been submitted by Benjamin)
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