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Accounting Systems Set Up

Help Books for Classrooms set up an accounting software to support their budgeting and reporting needs.
Books for Classrooms
Green Valley, AZ, USA
Books for Classrooms
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Books for Classrooms
Green Valley, AZ, USA

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Cause
Education
Skills
Accounting

Posted September 11th

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 Quickbooks Online account linked to our bank account, which should make it easy for you to get started. We also have A Keela account and Excel spread sheets on donor an budget, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to put that amount in books on diversity, directly to Southern Arizona public school classrooms.

Getting a handle on accounting principles will go along way to understand how to navigate Quickbooks Online and know the correct way to track expenses,donor and in-kind assets

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

Books for Classrooms
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Causes
Education Diversity & inclusion
Posted by
Tony R
Tony R.

Chief Data Officer

Our mission

Books for Classrooms works to improve literacy for children from pre-school through 12th grade by providing teacher selected, relevant, age appropriate books that encourage an understanding of diversity, peace, social justice and conflict resolution to district public schools at no charge. We do not provide books to for-profit charter schools.

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