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Accounting Systems Set Up

Help Clean Sweep Frederiksted set up an accounting software to support their budgeting and reporting needs.
Clean Sweep Frederiksted
Frederiksted, VI, Virgin Islands (U.S.)
Clean Sweep Frederiksted
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Clean Sweep Frederiksted
Frederiksted, VI, Virgin Islands (U.S.)

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Cause
Community & economic development
Skills
Accounting

Posted October 17th

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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

Assistance setting up and basic training in using Quickbooks.

What we have in place
  • We currently have Quickbook software. We are a single person staffed organization, however, I am a quick learner and open to learning.
How this will help
This project will save us $5,409 , allowing us to focus on fundraising and grant management.

We are moving away from a fiduciary sponsor and scaling up rapidly. Establishing our own accounting protocols is critical to our growth.

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

Clean Sweep Frederiksted
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Causes
Community & economic development Arts & culture Philanthropy & capacity building
Posted by
Virginia C
Virginia C.

Founder & President

Our mission

Boldly lead the economic revitalization of the Frederiksted historic district.

Testimonials

Read the Impact Story
Lucy is AMAZING. I knew absolutely nothing about Qucksbooks and she promised me when we were done with the training I would be able to navigate the software. She stuck with me when I was confused and frustrated. Luch would not end a training session until she felt I understood the process. She's a great teacher.
Virginia C.
Virginia C.

Founder & President

Accounting Systems Set Up Project

It was a great experience working with Clean sweep Frederiksted. I appreciate Virginia for taking time out of her busy schedule to make sure that the project is complete. Virginia is a fast learner , Able to grasp new concepts quickly, Excellent capacity to retain new learned Skills, a good listener and applies them to learning quickly. I would Love work with Virginia again and again!
Lucy M.
Lucy M.

Business Analyst &Certified QuickBooks Pro Adviser

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