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Accounting Systems Set Up

Help Dunkirk Historical Museum set up an accounting software to support their budgeting and reporting needs.
Dunkirk Historical Museum
Dunkirk, NY, USA
Dunkirk Historical Museum
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Dunkirk Historical Museum
Dunkirk, NY, USA

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Cause
Arts & culture
Skills
Accounting

Posted September 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 are a small museum and have Quickbooks Intuit. It is different than old Quickbooks program. Does anyone have experience setting up Quickbooks Intuit and linking bank account to it?

What we have in place
  • We currently have Quickbooks Intuit online., which should make it easy for you to get started. We also have an Administrative Assistant/Bookkeeper, and the ability to provide any other information you need.
How this will help
This project will save us $2,669 , allowing us to accomplish our accounting goals.

We have never had formal budgets, accounting, etc. We need to be able to do more complicated budgets and profit and loss sheets done for some grants.

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

Dunkirk Historical Museum
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Causes
Arts & culture Education
Posted by
Kristin W
Kristin W.

Executive Director

Our mission

Preserving the history of Dunkirk and the vicinity for future generations.

Testimonials

Read the Impact Story
(No testimonial has been submitted by Kristin)
Lynn was just great. She had run a business using QB and had an excellent baseline of understanding. It was pleasant and she was well prepared.
Jan H.
Jan H.

Volunteer

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