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Accounting Systems Set Up

Help WOMB Initiative set up an accounting software to support their budgeting and reporting needs.
WOMB Initiative
Bethlehem, NH, USA
WOMB Initiative
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WOMB Initiative
Bethlehem, NH, USA

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Cause
Maternal health
Skills
Accounting

Posted April 9th

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Accounting Systems Set Up
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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 sample fiscal policies and procedures and quickbooks,, which should make it easy for you to get started. We also have organizational materials to help you understand our work, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to offer an array of classes and gathering for mothers from all walks of life.

This will help WOMB have a fresh start moving into quater two of 2024. I have minimual experience with Quickbooks so it would be very helpful to find someone with expertise in that software. We are currently preparing to seek funding and need to set up proper non-profit fiscal management systems prior to doing that. Non-profit experience would be a plus for this postion as well.

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

WOMB Initiative
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Cause
Maternal health
Posted by
Kailene J
Kailene J.

Co-Founding Board Member

Our mission

To empower and enrich the lives of all women through information, resources and community during the journey into and through every stage of motherhood.

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