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Accounting Systems Set Up

Help NCJW|LA set up an accounting software to support their budgeting and reporting needs.
NCJW|LA
Los Angeles, CA, USA
NCJW|LA
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NCJW|LA
Los Angeles, CA, USA

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Cause
Gender equity & justice
Skills
Accounting

Posted October 21st

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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

Currently, we are using SAGE accounting software and it is cumbersome and much more than we need. We want to transition to Quickbooks Online. We have done a lot of the preliminary work including cleaning up our GL but we need some assistance moving into the new software. We are looking for someone with skills in the QBO space but who can also help determine the best way to implement this significant transition.

What we have in place
  • We currently have a CFO, full-service tech support, and a QBO license, which should make it easy for you to get started. We also have a CEO who is passionate about the success of this project, and the ability to provide any other information you need.
How this will help
This project will save us $4,998 , allowing us to provide guaranteed income payments to five households in a single month.

This project has been on our "to do" list for more than two years but COVID put a damper on our ability to move forward. We have a critical need to move our financial data into something that is broadly accessible for remote workers and also provides simpler, more user-friendly reports.

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

NCJW|LA
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Causes
Gender equity & justice Civil rights Human services
Posted by
Marjorie G
Marjorie G.

CEO

Our mission

The National Council of Jewish Women Los Angeles (NCJW|LA) is dedicated to advancing economic justice and equity for women throughout Los Angeles.

What we do

We combine direct cash assistance with activism and advocacy to drive change on a micro and macro level -- supporting the passage of laws and policies that ensure economic security, promote dignity, and expand the safety net for women and their families.

Testimonials

Read the Impact Story
Jan was thorough, patient, knowledgeable, and generous with his time and talents. We felt supported throughout the process and feel like we have a resource in the future, should we need him. He has a wealth of experience and skills -- we are lucky to have had him choose our project!
Marjorie G.
Marjorie G.

CEO

Accounting Systems Set Up Project

The NCJWILA team was great. They had all the basics and only needed help with the nuances. They were always prepared and very professional. Also, happy people with good senses of humor.
Jan H.
Jan H.

Volunteer

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