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Accounting Systems Set Up

Help Red Oak Hope set up an accounting software to support their budgeting and reporting needs.
Red Oak Hope
Austin, TX, USA
Red Oak Hope
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Red Oak Hope
Austin, TX, USA

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Cause
Gender equity & justice
Skills
Accounting

Posted October 21st

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

This is to support a social enterprise, Freeleaf, that we started and run that provides employment to previously exploited women.

We use Quickbooks, but didn't have professional help setting it up so while the data should all be there, it is quite messy. I need help cleaning it up and then setting it up to where we can manage it better in the future.

What we have in place
  • We currently have Quickbooks, which should make it easy for you to get started. We also have good sales and expense records, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to focus on serving survivors of trafficking and exploitation

This social enterprise is providing employment and holistic care to at-risk and previously exploited or abused women. This employment is a CRUCIAL step to breaking cycles of vulnerability and abuse... and supporting the business to become sustainable and profitable is crucial to making sustainable change.

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

Red Oak Hope
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Causes
Gender equity & justice Community & economic development Human services
Posted by
Adisyn P
Adisyn P.

Founder & Executive Director

Our mission

Red Oak Hope brings Freedom, Hope, and Restoration to survivors of trafficking and sexual exploitation. We work to stop trafficking on a large scale while providing holistic care to individuals and communities already affected.

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