Accounting Systems Set Up

Help The Hub585, Inc set up an accounting software to support their budgeting and reporting needs.
The Hub585, Inc
Rochester, NY, USA
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The Hub585, Inc
Rochester, NY, USA

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Posted September 14th

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 needs setting up. I am also open to finding a system better for nonprofits.

What We Have In Place
  • We currently have Quickbooks online, which should make it easy for you to get started. We also have availability, records, and the ability to provide any other information you need.
How This Will Help
This project will save us $5,409 , allowing us to serve more families and keep more children out of foster care.

The Hub585 is a new and quickly growing nonprofit that needs to accurately track revenue and expenses for reports and 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

The Hub585, Inc
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Posted by
Ashley C.

Executive Director

Our Mission

To educate, enrich, and empower youth and families through programs and partnerships that give them hope and help them thrive.

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