Accounting Systems Set Up

Help New Voters set up an accounting software to support their budgeting and reporting needs.
New Voters
Berwyn, PA, USA
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New Voters
Berwyn, PA, USA

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Posted May 17th

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 are interested in using QuickBooks, but are currently paying for Xero. As a small nonprofit, would one be better than the other?

What we have in place
  • We currently have financial statements from our PNC bank account, which should make it easy for you to get started. We also have budgeting documents, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to hold more voter registration drives at high schools in hopes of registering as many students to vote as possible.

As a small nonprofit, we are currently trying to develop a more sustainable development strategy, allowing us to continue operating in the long term. This involves finding a more sophisticated way of distributing and tracking funds, something we are currently struggling with.

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

New Voters
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Our mission

New Voters' mission is to register the youth of America to vote. We are based out of Pennsylvania, but have since expanded to include high schools across the country. We simply want to enable young people--regardless of their political views--to be more politically active, and to express their viewpoints via the voting box.

What we do

New Voters is a national 501(c)(3) nonprofit that works with high school student-leaders across America to help them host highly-successful non-partisan voter registration drives at their schools. In 2018, New Voters school chapters helped register over 7,000 graduating seniors, supported completely by student volunteers. New Voters provides a comprehensive student-run training program tailored to each school, relying on a "student training students" approach. New Voters operates with the goals of registering young people to vote early, reminding them to vote before every election, building the next generation of educated voters, and fostering a culture of non-partisanship.

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