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Accounting Systems Set Up

Help Friends of Lincoln Park Farmers Market/DBA Lincol… set up an accounting software to support their budgeting and reporting needs.
Friends of Lincoln Park Farmers Market/DBA Lincoln Park Farmers Market
Lincoln Park, MI, USA
Friends of Lincoln Park Farmers Market/DBA Lincoln Park Farmers Market
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Friends of Lincoln Park Farmers Market/DBA Lincoln Park Farmers Market
Lincoln Park, MI, USA

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Cause
Health & nutrition
Skills
Accounting

Posted January 14th

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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

Just purchased QuickBooks Online through TechSoup. Just set up the account in terms of name, industry etc. Need assistance in getting the remainder set up.

What we have in place
  • We currently have QuickBooks Online, which should make it easy for you to get started. We also have myself, and the ability to provide any other information you need.
How this will help
This project will save us $2,669 , allowing us to hire individuals to assist us with various aspects of our farmers market.

We've had no accounting system. We need to be better equipped to know our financial data.

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

Friends of Lincoln Park Farmers Market/DBA Lincoln Park Farmers Market
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Causes
Health & nutrition Community & economic development
Posted by
Leslie L
Leslie L.

Treasurer

Our mission

The charitable purpose of supporting the community of Lincoln Park, Michigan, by supporting the Lincoln Park Farmers Market and its operations, educating the community about healthy, locally grown food, and promoting good health and good community relations.

Testimonials

Read the Impact Story
Jan was terrific! He is very detailed & thorough, which one would expect of a CPA. However, he went above and beyond what I expect any volunteer to go by emailing me reports after each Zoom meeting that would state what we had accomplished in our meeting as well as tasks that we needed to accomplish going forward. Jan would also include links to other valuable information such as videos etc. Jan is a terrific instructor at QuickBooks. I am so happy that he was available for my project!
Leslie L.
Leslie L.

Treasurer

Accounting Systems Set Up Project

Leslie was great. Prepared and studied Quickbooks on her own time. I was very impressed.
Jan H.
Jan H.

Volunteer

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