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Accounting Systems Set Up

Help Hesperia Community Library set up an accounting software to support their budgeting and reporting needs.
Hesperia Community Library
Hesperia, MI, USA
Hesperia Community Library
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Hesperia Community Library
Hesperia, MI, USA

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Cause
Education
Skills
Accounting

Posted June 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 premier nonprofit 2021 quickbooks currently, but it was set up a long time ago as a business instead of a nonprofit and doesn't meet the current needs of the library. We would like to reorganize the system to meet the library's and the state's budgeting process.

What we have in place
  • We currently have premier nonprofit 2021 quickbooks, which should make it easy for you to get started. We also have our quickbooks already set up, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to focus our limited revenue on programming and materials to the residents of Hesperia while also ensuring that we remain fiscally responsible with their tax funds.

This project would allow us to continue to meet the information needs of a small, rural Michigan village and surrounding areas, which includes preschool storytime, summer reading, and a host of other activities to inform and entertain the residents of Hesperia.

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

Hesperia Community Library
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Cause
Education
Posted by
CA
Colleen A.

Administrative Assistant

Our mission

The mission of Hesperia Community Library is to provide

free access to ideas, resources and information.

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