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Accounting Systems Set Up

Help Caring With Compassion Community set up an accounting software to support their budgeting and reporting needs.
Caring With Compassion Community
Graham, WA, USA
Caring With Compassion Community
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Caring With Compassion Community
Graham, WA, USA

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Cause
Community & economic development
Skills
Accounting

Posted May 13th

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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

Training and guidelines on how to manage system and generate basic reports

What we have in place
  • We currently have quick books, which should make it easy for you to get started. We also have access to Microsoft spreadsheet, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to invest funds into our programs etc

This project will help CWCC with requesting funding from our funders.

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

Caring With Compassion Community
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Causes
Community & economic development Health & nutrition Human services
Posted by
Ronita B
Ronita B.

Founder/Executive Director

Our mission

Caring With Compassion Community(tm) (CWCC) mission is to meet Peers "where they are", supporting the wellness and recovery journey, of individuals who have experienced or experiencing trauma, mental health, disabilities, and barriers, to health and wellness. Who need a safe nurturing compassionate community of Peers who have lived experiences, and thriving in their purpose. Providing resources, tools that is a person-centered, approach, supporting the whole person, holistic need, facilitating, self-care, self- awareness, self- advocacy, and empowerment.

What we do

Caring With Compassion Community(tm) (CWCC) goal is, to provide resources and tools assisting individuals in their health wellness journey. Providing outreach, education, advocacy, empowerment developing the whole person, from a holistic person-centered approach. Creating a therapeutic "safe space" community of peers supporting personal, professional, leadership, economic development promoting self awareness, community civic engagement, and an entrepreneurial spirit.

Testimonials

Read the Impact Story
I have nothing less than praise for the outstanding support, knowledge, skill, expertise, Gino provided to CWCC "accounting systems set up". Gino has gone "above and beyond" volunteering his time and services ensuring CWCC has an appropriate system set up. I'm extremely grateful to Gino and "Catch A Fire" platform allowing me to connect w/such an outstanding professional volunteer and I would highly recommend Gino to others for accounting services. Great guy with a great attitude and pleasurer to work with.
Ronita B.
Ronita B.

Founder/Executive Director

Accounting Systems Set Up Project

(No testimonial has been submitted by Gino)
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