Accounting Systems Set Up

Help Boston After School & Beyond set up an accounting software to support their budgeting and reporting needs.
Boston After School & Beyond
Boston, MA, USA
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Boston After School & Beyond
Boston, MA, USA

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Posted December 29th

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 are migrating to from QuickBooks Desktop Premier 2014 to QuickBooks Online Advanced, and incorporating several app integrations (Bill.com, Zoho Expense, ADP Time and Attendance, etc.) and are in need of implementation support and some introductory training on the new cloud-based system. We are hoping to start as soon as possible. Ultimately we'd love to document our training to create a user guide for current and future employees.

What we have in place
  • We currently have QB documentation and staff knowledge, which should make it easy for you to get started. We also have a keen desire to learn and implement quickly, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to invest in additional time and energy saving technology solutions to support a "small but might" nonprofit team.

We are a small team and the desktop based QuickBooks has limited the transparency and access our program team have to complete donor reports, and generally be aware of where we stand as an organization overall and on particular projects or on-going initiatives. We also anticipate receipt of additional funding that will require a more streamlined approach to technology and finance to eliminate existing bottlenecks.

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

Boston After School & Beyond
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Cause
Education
Posted by
Alejandro L.

Director of Operations

Our mission

Boston After School & Beyond is a public-private partnership dedicated to supporting, strengthening, and expanding Boston's after-school sector. By fostering strategies that link education and enrichment efforts, Boston Beyond seeks to improve outcomes for Boston's youth.

What we do

Boston After School & Beyond is a public-private partnership that seeks to realize Mayor Thomas M. Menino's goal of ensuring that every child in Boston has the opportunity to develop to his or her full potential. Boston Beyond's role is to expand learning and skill development opportunities for students.

Boston Beyond catalyzes partnerships among program providers, philanthropy, business and higher education, and the City of Boston, especially the Boston Public Schools. Boston Beyond advances student learning by leveraging the strengths of program providers, both large and small, through a coordinated approach to school and community partnerships. This coordinated approach is at the core of every Boston Beyond initiative.

Boston Beyond approaches its work through strategic functions:

- Convening and Communication.
- Policy Development and Coordination.
- Research and Analysis.
- Program Demonstration and Partnerships.

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