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Accounting Systems Set Up

Help St. Croix Environmental Association set up an accounting software to support their budgeting and reporting needs.
St. Croix Environmental Association
Christiansted, VI, Virgin Islands (U.S.)
St. Croix Environmental Association
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St. Croix Environmental Association
Christiansted, VI, Virgin Islands (U.S.)

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Cause
Environment
Skills
Accounting

Posted July 9th

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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

Our current system for accounting is in excel. The bookkeeper and myself would like assistance in converting our current system to Quickbooks as well as integrate the intuit portion for timesheet managment. Thank you.

What we have in place
  • We currently have accounting in excel, which should make it easy for you to get started. We also have a bookkeeper, and the ability to provide any other information you need.
How this will help
This project will save us $6,094 , allowing us to further save the cost of paper as well as reduce our waste.

This project will assist our organization in maintaining records and upgrading to the digital world. Currently, we are still using paper timesheets and as an ambassador for the environment we hope to reduce our paper usage.

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

St. Croix Environmental Association
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Cause
Environment
Posted by
MW
Maranda W.

Chairman of the Board/President

Our mission

To promote the conservation of environmental resources, provide education and advocate for environmentally responsible actions that benefit St. Croix.

Testimonials

Read the Impact Story
(No testimonial has been submitted by Maranda)
This was a great group of people with a wonderful mission. They were knowledgeable and would reach out to other resources when they needed information for me. A pleasure to work with and very professional.
Jan H.
Jan H.

Volunteer

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