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Accounting Systems Set Up

Help Grassroots Grocery set up an accounting software to support their budgeting and reporting needs.
Grassroots Grocery
New York, NY, USA
Grassroots Grocery
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Grassroots Grocery
New York, NY, USA

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Cause
Health & nutrition
Skills
Accounting

Posted January 26th

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

We have a Quickbooks pro account and our books are reconciled, but it's not set up in the ideal way for a non-profit! I also have little accounting experience, and I'd need someone with some expertise to help walk me through the process of transforming a generic Quickbooks setup into something that is more appropriate for the needs of our young non-profit -- particularly with an eye toward impactful reporting for prospective donors and grant reporting.

What we have in place
  • We currently have a Quickbooks pro subscription, which should make it easy for you to get started. We also have a record of all financial transactions, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to rescue over 110,000 lbs of fresh produce from the biggest produce market on the planet and redistribute it to grassroots sites serving neighbors that big food rescue trucks don't reach!

With more clarity in our bookkeeping, we will be able to present a much more compelling case to donors!

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

Grassroots Grocery
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Causes
Health & nutrition Community & economic development Education
Posted by
Daniel Z
Daniel Z.

Co-founder & Executive Director

Our mission

Expanding dignified access to food in the heart of our communities.

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