• This project was completed on Jun 8, 2023
  • Matched with Kayalvilli N. Kayalvilli N
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Excel-Based Accounting System

Help Sister To Sister, Inc. set up an accounting system in Excel or Google Sheets to support their budgeting and reporting needs.
Sister To Sister, Inc.
Newport News, VA, USA
Sister To Sister, Inc.
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Sister To Sister, Inc.
Newport News, VA, USA

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Cause
Youth development
Skills
Accounting

Posted April 11th

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Excel-Based Accounting System

Project details

What we need
  • Setup or update of accounting system in Excel or Google Sheets
  • Training and guidelines on how to manage system and generate basic reports
Additional details

nothing right now

What we have in place
  • we are not using any accounting system. keeping record with receipts and bank statement
How this will help
This project will save us $5,409 , allowing us to x

we are starting to receive grant money and large donations

Project plan

P
Prep: Information Sharing
  • Volunteer Manager shares existing financial record keeping methods and/or financial reporting system
  • Volunteer Manager shares Organization's financial reporting needs and goals
  • 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
  • If necessary, Professional migrates data into Excel
  • If necessary, Professional and Volunteer Manager check accuracy of migration
  • Professional organizes spreadsheet based on Organization's needs
2
Milestone 2: Training & Handover
  • Professional provides basic training for Volunteer Manager and supporting staff for tracking and reporting, including guidelines for continued use of system
  • Professional reviews above guidelines and tips with Volunteer Manager
  • Professional stays 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

Sister To Sister, Inc.
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Causes
Youth development Community & economic development Gender equity & justice
Posted by
Hakima M
Hakima M.

Director/community service

Our mission

To build healthier communities by empowering youth and families

Testimonials

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