Accounting Systems Set Up

Help OASIS Companies International set up an accounting software to support their budgeting and reporting needs.
OASIS Companies International
Santa Ana, CA, USA
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OASIS Companies International
Santa Ana, CA, USA

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Posted May 4th

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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

OASIS would like to have consultant support for the setup of Quickbook Online, and transfer of data from Quickbook Desktop.

What We Have In Place
  • We currently have purchased the QuickBooks Online version which should make it easy for you to get started.
How This Will Help
This project will save us $5,409 , allowing us to allowing us to reinvest the funds back into the mission to reach more youth through arts education.

OASIS is currently using the QuickBooks Desktop version and would like to have consultant support with the setup of the Quickbook Online version.

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

OASIS Companies International
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Posted by
Siew Wen C.

Finance Administrator

Our Mission

OASIS Center International is a 501(c)3 community development organization, working in partnership with both public and private entities to bring art back into the lives of our youth. Established in 2012, the vision of OASIS is to inspire a generation of youth to fulfill the highest level of life achievement possible through discovery and development of their inherent creative gifts. Our mission is to positively impact at-risk youth through a replicable Arts Mentoring Program and to enhance the skills of local artists through community engagement.

What We Do

Recognizing the advantageous effects of arts education on both students and society, OASIS is committed to restoring arts and cultural enrichment at the core of communities, and we believe this starts with a focus on the youth, especially those at-risk in underserved areas of the community. OASIS provides students with instruction in a variety of modalities, including architectural design, creative art journaling, film-making, and tap dance.

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