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Accounting Systems Set Up

Help The Stepping Stone Pathways set up an accounting software to support their budgeting and reporting needs.
The Stepping Stone Pathways
Monroeville, PA, USA
The Stepping Stone Pathways
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The Stepping Stone Pathways
Monroeville, PA, USA

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Cause
Education
Skills
Accounting

Posted January 2nd

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

I need help setting up Quick books Premier nonprofit 2020 edition

What we have in place
  • We currently have the program is downloaded to the desktop, which should make it easy for you to get started. We also have excel spreadsheet of 2018 & 2019, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to focus on the housing section for the students & children.

I need to get my financials in order and have a better understanding about the entire financial projection

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

The Stepping Stone Pathways
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Causes
Education Human services
Posted by
Alice W
Alice W.

Founder and Executive Director

Our mission

The Stepping Stone Pathways connects single parents to supportive educational and personal services for sustainable and enduring futures.

What we do

Provide single parents in college, trade school & apprenticeship programs a wraparound support system to help them to stay in class.
Quick Facts:
1. Single parents have the highest drop out rate in higher learning
2. It takes single parents 3 times longer to graduate .
3. Single Parents that receive supportive services( TSSP) increase in graduation rate of 47.1%

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