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Accounting Systems Set Up

Help Light of Loving Kindness set up an accounting software to support their budgeting and reporting needs.
Light of Loving Kindness
Chicago, IL, USA
Light of Loving Kindness
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Light of Loving Kindness
Chicago, IL, USA

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Cause
Diversity & inclusion
Skills
Accounting

Posted August 23rd

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 use Quickbooks. I am the ED and have been the accountant as well. That probably explains my concern. I used the system intuitively, but I am sure that we need additional support and I have so many questions. I thought it better to start here at setup because I am not sure if it is set up correctly.

What we have in place
  • We use Quickbooks for accounting.
How this will help
This project will save us $5,409 , allowing us to hire a part-time accountant to help keep the books in pristine condition.

We are growing so quickly - faster than I can remotely keep up while being all things including an accountant. I am desperate to know that we are being fiscally responsible with the money of our donors and sponsors, and I don't know how to determine this or show it. Having a fully functioning accounting system will allow us to begin to develop reporting needed for grant funding, and will also help us to move towards creating a full strategic plan for Light of Loving Kindness.

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

Light of Loving Kindness
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Causes
Diversity & inclusion Human services Youth development
Posted by
Cassandra P
Cassandra P.

Executive Director & Founder

Our mission

Light of Loving Kindness is a 501(c)3 non-profit organization that empowers a new generation of conscious leaders by providing access to streams of self-awareness, through specialized programming, mindfulness-based solutions, social-emotional learning, human connection, nature, art, and holistic wellness tools that cultivate the self-esteem and confidence needed to pursue their life's purpose.

What we do

We accomplish this thru workshops, education, training, and resiliency services at free to low cost to communities that are low-income, underserved, and trauma & violence affected.

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