Accounting Systems Set Up

Help Riverkeeper set up an accounting software to support their budgeting and reporting needs.
Riverkeeper
Ossining, NY, USA
Unfollow
Log in to follow
Riverkeeper
Ossining, NY, USA

0

Live Projects

20

Matched Projects
1 Followers

Posted February 18th

Share this project:

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

Hello,
We are a Raiser's Edge client and use QuickBooks for our financial accounting.
I am looking for help setting up a system to export our batches from Raiser's Edge and import into QuickBooks (.iif files).

What we have in place
  • We currently have excel reports listing all our accounts, which should make it easy for you to get started. We also have assistance from IT, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to increase our productivity.

The success of this project will allow us to be more productive and will free up valuable time that can be used to complete and improve our work plans.

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
Show more

About the org

Riverkeeper
Unfollow
Posted by
Monica G.

Senior Finance & Operations Coordinator

Our mission

Our Mission: To protect the environmental, recreational and commercial integrity of the Hudson River and its tributaries, and safeguard the drinking water of nine million New York City and Hudson Valley residents.

Our Vision: The Hudson River and the NYC Watershed are healthy ecosystems teeming with life. Residents and visitors care for and help protect these ecosystems, which provide safe drinking water and abundant opportunities for swimming, fishing, boating and other recreational activities.

Our Story: We began as the Hudson River Fisherman's Association and, over 50 years later, we are New York’s clean water advocate, having helped set worldwide standards for waterway and watershed protection and serving as the model for more than 300 Keeper programs around the globe.

What we do

Riverkeeper focuses on three overarching problems facing Hudson River communities:

- Restoration of the Hudson River ecosystem, with particular emphasis on minimizing fish kills and water pollution;
- Protection of New York City’s drinking water supply; and
- Improving public access to the Hudson River.

Enforcement & Litigation:
Riverkeeper has successfully challenged the illegal activities of some of the largest and most notorious polluters, including: Exxon-Mobil, General Electric, Consolidated Edison, Metropolitan Transit Authority, the City of New York, and the New York State Department of Transportation.

Patrol Boat:
In any given season the Riverkeeper Patrol Boat logs approximately 5,600 nautical miles patrolling from New York Harbor downstate to Troy upstate.

Policy & Legislation:
As the Hudson Valley's chief law enforcer, Riverkeeper works to strengthen the laws and regulations that protect New York’s water and waterways.

Community Engagement:
Riverkeeper knows that protecting and restoring our waterways takes the effort of every citizen, which is why we use print, electronic media, and even our current traveling photo exhibit to teach the public about our work.

Testimonials

(No testimonial has been submitted by Monica)
(No testimonial has been submitted by Yuval)
The pixel