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Accounting Systems Set Up

Help Lori's Hands set up an accounting software to support their budgeting and reporting needs.
Lori's Hands
Newark, DE, USA
Lori's Hands
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Lori's Hands
Newark, DE, USA

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Cause
Human services
Skills
Accounting

Posted July 20th

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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
Additional details

We use QuickBooks Plus. We recently went through an Accounting Systems Review with a Catchafire volunteer who provided us with valuable tips for improving our bookkeeping. We would now love to have help implementing some of those ideas into our system (e.g. shifting to accrual vs. cash accounting, tracking in-kind donations, matching expenses/income to a budget in QB).

What we have in place
  • We currently have a relatively small budget/number of transactions, which should make it easy for you to get started. We also have meticulous income/expense records, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to provide 270 more hours of non-medical in-home support to community members living with chronic illness

Our organization is rapidly growing and we currently have a number of new and exciting grant opportunities. As we grow, we need to be sure that the professionalism of our bookkeeping practices is growing at the same pace so that we can provide accurate, timely financial reports to potential and current funders.

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

Lori's Hands
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Causes
Human services Education Health & nutrition
Posted by
Sarah L
Sarah L.

Board President & Co-Founder

Our mission

Lori's Hands builds mutually beneficial partnerships between community members with chronic illness and college students, fostering empathy, connection, and resilience. Students provide practical assistance to support community members' independence at home, and community members share their health and life experiences to support students' learning.

Testimonials

Read the Impact Story
Jan is energetic and knowledgable about Quickbooks and bookkeeping. We really appreciated his time and expertise!
Sarah L.
Sarah L.

Board President & Co-Founder

Accounting Systems Set Up Project

(No testimonial has been submitted by Jan)
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