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Accounting Systems Set Up

Help Celebrate Dyslexia set up an accounting software to support their budgeting and reporting needs.
Celebrate Dyslexia
Helotes, TX, USA
Celebrate Dyslexia
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Celebrate Dyslexia
Helotes, TX, USA

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Cause
Education
Skills
Accounting

Posted May 15th

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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

We have a quickbooks account that has been maintained for the past year. I need help reflecting all the volunteer hours and services as part of the budget for grant writing needs.

What we have in place
  • We currently have quickbooks, which should make it easy for you to get started. We also have what we need to add, and the ability to provide any other information you need.
How this will help
This project will save us $3,354 , allowing us to apply for grants

To be a viable competitor for grant writing

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

Celebrate Dyslexia
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Posted by
Jasmin D
Jasmin D.

Executive Director

Our mission

To foster a community that celebrates, educates and empowers the 1 in 5 with Dyslexia.

Testimonials

Read the Impact Story
Jan's expertise, preparedness and scope of knowledge was beyond anything I have experienced with any volunteer with Catchafire! So incredibly grateful for his time and guidance getting set up on quickbooks.
Jasmin D.
Jasmin D.

Executive Director

Accounting Systems Set Up Project

Jasmin was an excellent client. Prepared and always asked for (and completed) "homework". The project was completed in record time even though we did some things that were beyond the original scope. A true pleasure to work with
Jan H.
Jan H.

Volunteer

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