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Matched with David H
Matched with
David H.

Accounting Systems Set Up

Posted by
Elizabeth C.

Director of Operations

Posted Date
May 22, 2019
Location
Virtual volunteer opportunity
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Accounting Systems Set Up
Impact statement
This project will save us $5,409 , allowing us to purchase more medical supplies for our patients who cannot always afford them.

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 looking for help with organizing our chart of accounts in QuickBooks and possibly upgrading the edition of QuickBooks.

What We Have In Place
  • We have QuickBooks Nonprofit Premier 2015 as well as current and past financial data.
How This Will Help

Organizing our QB accounts will help us better track our financials, which will in turn, help us make better business decisions.

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

To provide skilled and compassionate health care and counseling to the medically disadvantaged in a manner that honors the name of Jesus Christ

Our project is sponsored by:

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