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Accounting Systems Set Up

Help Take This, Inc. set up an accounting software to support their budgeting and reporting needs.
Take This, Inc.
Kirkland, WA, USA
Take This, Inc.
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Take This, Inc.
Kirkland, WA, USA

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Cause
Human services
Skills
Accounting

Posted September 30th

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 assistance setting up Quickbooks Online version for a Nonprofit. Specifically setting up categories and tags (mostly for Revenue).

What we have in place
  • We already own a copy of Quickbooks Online and I've connected our bank account, but need help with the set up.
How this will help
This project will save us $5,409 , allowing us to continue to pay consultants for additional content and resources for our community.

This project will help us better track and send invoices, track revenue from various sources, and save a lot of time. Plus assist during tax time.

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

Take This, Inc.
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Causes
Human services Diversity & inclusion Health & nutrition
Posted by
Katrina K
Katrina K.

Operations Director

Our mission

Our Mission is to decrease the stigma, and increase the support for, mental health in the game enthusiast community and inside the game industry. Our Vision is a game community that welcomes and supports people experiencing mental health challenges, and that recognizes the humanity and mental health of game creators.

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