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Accounting Systems Set Up

Help Life in My Days, Inc set up an accounting software to support their budgeting and reporting needs.
Life in My Days, Inc
Waterbury, CT, USA
Life in My Days, Inc
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Life in My Days, Inc
Waterbury, CT, USA

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Cause
Diversity & inclusion
Skills
Accounting

Posted July 6th

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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
What we have in place
  • We currently have one bank account and keep track of finances through that. In the past we'vehad very minimal expenses and worked with contractors for any services. Not with our first employee we need some support in automating and having more transparency in our finances.
How this will help
This project will save us $888 , allowing us to Focus our time and money on programming for individuals who need this work most.

This will help us get on the right path as we grow our organization beyond the one employee.

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

Life in My Days, Inc
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Causes
Diversity & inclusion LGBTQ+ Violence prevention
Posted by
Ahmad A
Ahmad A.

Life in My Days

Our mission

Starting difficult conversations, building safe spaces, transforming communities.

Testimonials

Read the Impact Story
Alpa was absolutely fantastic to work with. She simplified the process to make it incredibly easy to do set up our accounting system.
Ahmad A.
Ahmad A.

Life in My Days

Accounting Systems Set Up Project

Enjoyed Working with Ahmad. He was a very quick learner and was able to set up an accounting system for his need very quickly.
Alpa S.
Alpa S.

Volunteer

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