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Accounting Systems Set Up

Help Side by Side Brain Injury Clubhouse, Inc. set up an accounting software to support their budgeting and reporting needs.
Side by Side Brain Injury Clubhouse, Inc.
Stone Mountain, GA, USA
Side by Side Brain Injury Clubhouse, Inc.
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Side by Side Brain Injury Clubhouse, Inc.
Stone Mountain, GA, USA

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Cause
Human services
Skills
Accounting

Posted March 12th

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

We are moving from QuickBooks Premier - Nonprofit Edition 2018 Desktop version to Quickbooks online. We are getting a license through Techsoup.

What we have in place
  • We currently have chosen our new database and are ready to transfer., which should make it easy for you to get started. We also have a dedicated staff member for this project, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to serve more people with brain injuries and their families.

This project will allow multiple staff members to work remotely in Quickbooks at the same time. Currently, the finance team takes turns logging into our desktop version. Cutting down on the wait time will allow them to be more efficient, which will positively impact our turnaround time for important financial reports, billing and make payments.

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

Side by Side Brain Injury Clubhouse, Inc.
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Cause
Human services
Posted by
Alexis T
Alexis T.

Resource Development Director

Our mission

Side by Side Brain Injury Clubhouse advances the long-term well-being of people with brain injury-related disability and their families through skills development, support and advocacy.

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