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Accounting Systems Set Up

Help Birth In Color set up an accounting software to support their budgeting and reporting needs.
Birth In Color
Richmond, VA, USA
Birth In Color
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Birth In Color
Richmond, VA, USA

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Cause
Maternal health
Skills
Accounting

Posted October 28th

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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
What we have in place
  • We currently have quickbooks, which should make it easy for you to get started. We also have online banking access, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to continue to give back to the community but also applying for grants

This will help us to be able to track all expenses and get in shape for audit

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

Birth In Color
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Causes
Maternal health Community & economic development Diversity & inclusion
Posted by
KS
Kenda S.

Executive Director

Our mission

Our mission is to champion maternal and reproductive justice, guided by principles of equity and compassion. We stand united in our commitment to dismantling systemic disparities in maternal and infant health that result from structural and institutional racism.

What we do

Birth In Color is a Richmond, Virginia-based nonprofit organization dedicated to reproductive justice and providing essential maternal health support to Black and Brown bodies.

Testimonials

Read the Impact Story
Melissa was very helpful and amazing. I would suggest her anytime.
Kenda S.

Executive Director

Accounting Systems Set Up Project

(No testimonial has been submitted by Melissa)
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