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Accounting Systems Set Up

Help GENERATIONAL WEALTH EDUCATORS set up an accounting software to support their budgeting and reporting needs.
GENERATIONAL WEALTH EDUCATORS
Charlotte, NC, USA
GENERATIONAL WEALTH EDUCATORS
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GENERATIONAL WEALTH EDUCATORS
Charlotte, NC, USA

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Cause
Education
Skills
Accounting

Posted August 5th

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 are a new nonprofit organization looking for someone to help us set up out quickbooks for our finances.

What we have in place
  • We currently have a quickbooks account, which should make it easy for you to get started. We also have all of our expenses written down, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to put the expenses to our programs that need to be paid for.

It is important that we post this project because we need to be able to get our expenses completely documented and organized.

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

GENERATIONAL WEALTH EDUCATORS
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Causes
Education Housing & homelessness Youth development
Posted by
Deja H
Deja H.

Assistant executive director

Our mission

GWE helps families create legacies for generations to come. GWE will help low-income communities give future generations a head start on life with the mission to promote financial and mental wellness, investing, and homeownership. We will rebuild our communities to give everyone a higher quality of life.

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