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Accounting Systems Set Up

Help The Nava Center set up an accounting software to support their budgeting and reporting needs.
The Nava Center
Philadelphia, PA, USA
The Nava Center
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The Nava Center
Philadelphia, PA, USA

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Cause
Human services
Skills
Accounting

Posted September 4th

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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 need someone to set up and help us understand Quickbooks for Nonprofits specifically.

What we have in place
  • We have Quickbooks and myself and the Treasurer will be available to meet and learn from you and provide any information.
How this will help
This project will save us $4,724 , allowing us to provide incomde based sliding scale psychotherapy services to trauma survivors and free antiracism trainings to the community.

We just got our 501(c)(3) and now that we can provide services, need to be able to do so efficiently and effectively in order for us to succeed.

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 Nava Center
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Causes
Human services Diversity & inclusion Violence prevention
Posted by
JS
Jessica S.

President and Founder

Our mission

The Nava Center is a 501(c)(3) non-profit organization providing psychotherapy and training to the community and organizations to decrease the impact of trauma and increase engagement in anti-racism.

Testimonials

Read the Impact Story
Jan was amazing. He went above and beyond. I am afraid of accounting and he made this easy and fun. He is enthusiastic and a terrific explainer. He really made sure I understood what I was doing and let me ask tons of questions. I feel really lucky to have worked with him.
Jessica S.

President and Founder

Accounting Systems Set Up Project

Jessica was enthusiastic and prepared for each session. We covered a lot and she gave me everything I needed to be effective. I would work with her again.
Jan H.
Jan H.

Volunteer

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