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Excel-Based Accounting System

Help Araviapa Watershed Conservation Alliance set up an accounting system in Excel or Google Sheets to support their budgeting and reporting needs.
Araviapa Watershed Conservation Alliance
Willcox, AZ, USA
Araviapa Watershed Conservation Alliance
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Araviapa Watershed Conservation Alliance
Willcox, AZ, USA

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Cause
Environment
Skills
Accounting

Posted April 22nd

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Excel-Based Accounting System

Project details

What we need
  • Setup or update of accounting system in Excel or Google Sheets
  • Training and guidelines on how to manage system and generate basic reports
Additional details

We would use Excel and hoping for a simple system for a small non profit doing environmental work, tracking grants and donation but no paid workers

What we have in place
  • We currently have laptop for financial use and excel, which should make it easy for you to get started. We also have the ability to learn, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to focus on the projects and building conservation collaborations.

We need a simple accounting system we can afford to keep track of the budget. I needs to make sense for our situation.

Project plan

P
Prep: Information Sharing
  • Volunteer Manager shares existing financial record keeping methods and/or financial reporting system
  • Volunteer Manager shares Organization's financial reporting needs and goals
  • 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
  • If necessary, Professional migrates data into Excel
  • If necessary, Professional and Volunteer Manager check accuracy of migration
  • Professional organizes spreadsheet based on Organization's needs
2
Milestone 2: Training & Handover
  • Professional provides basic training for Volunteer Manager and supporting staff for tracking and reporting, including guidelines for continued use of system
  • Professional reviews above guidelines and tips with Volunteer Manager
  • Professional stays 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

Araviapa Watershed Conservation Alliance
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Causes
Environment Community & economic development Disaster relief
Posted by
Anna M
Anna M.

Volunteer

Our mission

The goal of the Aravaipa Watershed Conservation Alliance is to preserve and

sustain the Aravaipa Valley's natural landscapes by means of watershed and

rangeland restoration. The AWCA will create a renewed environment that

supports wildlife, grassroots community education, and a holistic agricultural

environment, all while limiting fragmented lands to promote a complete and

functioning landscape for current and future generations.

Testimonials

Read the Impact Story
Shoshana is so many things, this project was something she had the ability to do and did more than was ask for. She was concerned and listened to all aspects of the AWCA's progress. She was able to create a three phase Excel program that 1) keeps track of everything, 2) allows us to track each grant individually as well and another section to create a specific donor tracking system. The ability run the information at one site and have it available separately for other files is beyond anything we could have found elsewhere. Shoshana was a great asset to the AWCA and a wonderful representative as to what can happen in Catchafire. The Community Foundation of Southern Arizona should be acknowledge too for gifting us the grant to make all of this happen.
Anna M.
Anna M.

Volunteer

Excel-Based Accounting System Project

(No testimonial has been submitted by Shoshanna)
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