Excel-Based Accounting System

Help Serenity, Courage & Wisdom set up an accounting system in Excel or Google Sheets to support their budgeting and reporting needs.
Serenity, Courage & Wisdom
Wingate, NC, USA
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Serenity, Courage & Wisdom
Wingate, NC, USA

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Accounting

Posted September 3rd

Excel-Based Accounting System

Project Details

What We Need
  • Setup or update of accounting system in Excel or Google Sheets
  • Training and guidelines on how to manage system and generate basic reports
What We Have In Place
  • We currently have a dedicated person to work with the volunteer, which should make it easy for you to get started. We also have financial information available, and the ability to provide any other information you need.
How This Will Help
This project will save us $5,409 , allowing us to allocate to other initiatives.

It will help us keep our financial information up to date and consistent.

Project Plan

P
Prep: Information Sharing
  • Volunteer Manager shares existing financial record keeping methods and/or financial reporting system
  • Volunteer Manager shares Organization's financial reporting needs and goals
  • 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
  • If necessary, Professional migrates data into Excel
  • If necessary, Professional and Volunteer Manager check accuracy of migration
  • Professional organizes spreadsheet based on Organization's needs
2
Milestone 2: Training & Handover
  • Professional provides basic training for Volunteer Manager and supporting staff for tracking and reporting, including guidelines for continued use of system
  • Professional reviews above guidelines and tips with Volunteer Manager
  • Professional stays 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

Serenity, Courage & Wisdom
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Our Mission

Serenity, Courage and Wisdom, Inc. (SC+W) is driven to support Survivors and Caregivers while bring awareness to GYN Cancers through the Creative Arts.