Accounting Systems Set Up

Help Mt. Graham Safe House set up an accounting software to support their budgeting and reporting needs.
Mt. Graham Safe House
Safford, AZ, USA
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Mt. Graham Safe House
Safford, AZ, USA

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Accounting

Posted May 3rd

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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

We need our information moved from Accountedge to Quickbooks online. We need the Quickbooks online set up for us properly. WE use fund accounting

What We Have In Place
  • We currently have the two accounting systems and a big mess., which should make it easy for you to get started. We also have a willingness to improve., and the ability to provide any other information you need.
How This Will Help
This project will save us $5,409 , allowing us to be able to provide staff to continue the internal accounting practices.

Without our finances in order we cannot maintain our program.

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

Mt. Graham Safe House
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Posted by
Jeanette A.

Executive Director

Our Mission

Mt. Graham Safe House will provide compassionate, caring and confidential assistance to those impacted by domestic or sexual violence.

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