Accounting Systems Set Up

Posted by
Anyka B.

Founding DIrector

Posted Date
May 16, 2019
Location
Virtual volunteer opportunity
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1 application submitted

Impact statement
This project will save us $5,409 , allowing us to strengthen organizational capacity and infrastructure.

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
What We Have In Place
  • We currently have a Quickbooks online account, which should make it easy for you to get started. We also have a list of priorities, and the ability to provide any other information you need.
How This Will Help

This is a priority as we refresh our business model.

Project may require a short interview with the organization.

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 and 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

Our Mission

Betti Ono is an experimentally minded space for art, culture and community headquartered in Oakland, California. We celebrate the culture of everyday people and focus our core work on participation, accessibility and inclusivity.

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