Accounting Systems Set Up

Help MOCEANS Center for Independent Living set up an accounting software to support their budgeting and reporting needs.
MOCEANS Center for Independent Living
Long Branch, NJ, USA
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MOCEANS Center for Independent Living
Long Branch, NJ, USA

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Posted September 12th

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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
Additional details

We need a hand exiting our hybrid accounting system, (part spreadsheet,part Quickbooks) and making a full transition to Quickbooks desktop. We are looking for assistance to take full advantage of the system.

What we have in place
  • We currently have Quickbooks 2019, which should make it easy for you to get started. We also have A current company file, and the ability to provide any other information you need.
How this will help
This project will save us $10,204 , allowing us to expand our Independent Living training services, creating opportunities for individuals experiencing disability to achieve and maintain their independence.

In the last 2 years our agency has grown substantially. Our new organization needs transparency and accountability that a digital system provides.

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

MOCEANS Center for Independent Living
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Our mission

We help people affected by disabilities to live well in their community.

Our mission is to foster barrier-free access, support civil rights and promote inclusion of all people living with disabilities.

Moceans is staffed and guided by members of the community who are experiencing life with a disability. (50% of our staff and 51% of our Board of Directors ).

What we do

We provide instruction, information guidance and community support for individuals, their families , friends and allies. These include :
- Social and Peer-led support activities.
- Information and Referral to Supports and Services.
- Training in Essential Life Skills
- Youth Transition to Adult Life - Pre- Employment Training and Support
- Advocacy and Community Development
- Community Education

Testimonials

Herb is very skilled in this field and went above and beyond to complete a demanding project. I strongly recommend him for projects like ours. He was he was a pleasure to work with.
Judyth B.

Executive Director

Accounting Systems Set Up Project

I enjoyed working with Judyth and Sherone. The accounting system needed an upgrade over a time period. They were quick to understand the complexities of this project and were attentive to my advice and outline of what they needed to do to successfully complete the project. There were several hours of instruction needed, but they were quick to understand what needed to be done.
Herb T.
Herb T.

Volunteer

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