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Excel-Based Accounting System

Help Birth In Color set up an accounting system in Excel or Google Sheets to support their budgeting and reporting needs.
Birth In Color
Richmond, VA, USA
Birth In Color
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Birth In Color
Richmond, VA, USA

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Cause
Maternal health
Skills
Accounting

Posted May 13th

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
What we have in place
  • We currently have spreasheets via excel and google sheets, which should make it easy for you to get started. We also have electronic systems in place, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to continue to build capacity.

This will allow us to create structure and establish systems

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

Birth In Color
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Causes
Maternal health Community & economic development Diversity & inclusion
Posted by
KS
Kenda S.

Executive Director

Our mission

Our mission is to champion maternal and reproductive justice, guided by principles of equity and compassion. We stand united in our commitment to dismantling systemic disparities in maternal and infant health that result from structural and institutional racism.

What we do

Birth In Color is a Richmond, Virginia-based nonprofit organization dedicated to reproductive justice and providing essential maternal health support to Black and Brown bodies.

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