Back to all projects

Accounting Systems Set Up

Help Golestan Foundation set up an accounting software to support their budgeting and reporting needs.
Golestan Foundation
San Diego, CA, USA
Golestan Foundation
Unfollow
Log in to follow
Golestan Foundation
San Diego, CA, USA

0

Live Projects

20

Matched Projects
4 Followers
Cause
Human services
Skills
Accounting

Posted June 17th

Share this project:
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 are a new charitable nonprofit organization that needs to set up accounting software for our donations. We have purchased and installed Quickbooks Desktop Premier version 2021 and need someone to help us set that up and train and guide us on how to manage our accounting.


We have financial statements from our bank and would be able to provide other necessary information

What we have in place
  • We currently have We have purchased and installed Quickbooks Desktop, which should make it easy for you to get started. We also have We have financial statements from our bank, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to Support more orphans.

This will help us organize and analyze our donors

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
Show more

About the org

Golestan Foundation
Unfollow
Cause
Human services
Posted by
Amin J
Amin J.

GCF President

Our mission

to help elevate the standard of living for orphans and needy children with limited or non-existing means of support

Testimonials

Read the Impact Story
(No testimonial has been submitted by Amin)
(No testimonial has been submitted by Sharon)
The pixel