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Accounting Systems Set Up

Help Hawaii Conservation Alliance Foundation set up an accounting software to support their budgeting and reporting needs.
Hawaii Conservation Alliance Foundation
Honolulu, HI, USA
Hawaii Conservation Alliance Foundation
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Hawaii Conservation Alliance Foundation
Honolulu, HI, USA

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Cause
Environment
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Accounting

Posted April 14th

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

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

Hawaii Conservation Alliance Foundation
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Causes
Environment Philanthropy & capacity building Youth development
Posted by
Emma A
Emma A.

Executive Director

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.

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