Accounting Systems Set Up
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 building a grant tracking template that can roll up to an organizational budget. We are a relatively small non-profit organization (annual budget < $1mil) that operates primarily on grant funds. We use quickbooks for our accounting, but our program managers are required to plan and track their own budgets to help our organizational budget planning. We currently use excel, but think our template could be much improved. We are open to using other free/very cheap software.
What we have in place
- We can provide our current excel grant tracker template and our chart of accounts. We can provide downloads from our quickbooks account, but cannot provide open access.
How this will help
This project will save us $5,409 , allowing us to provide more direct project services
Grant planning and tracking is critical to ensure we are meeting grant goals. They also provide a critical resource for reconciling our organizational accounts at the end of the year.
Project plan
Our mission
We provide unified leadership, advocacy, and collaborative action to conserve and restore native ecosystems and the unique biodiversity of our islands.
What we do
Organization Goals
1. There is vital capacity and leadership in the Hawaiian islands to effectively conserve and restore native ecosystems and species.
2. Conservation in Hawaii is grounded in and guided by Hawaiian knowledge, values, and practice, contributing to an inclusive culture of conservation.
3. Native ecosystems are healthy and productive, native species thrive, and ecosystem services are valued and protected.
4. Existing and emerging threats to native species and ecosystems, including climate change and invasive species, are effectively addressed.