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Excel-Based Accounting System

Help Omena Inc set up an accounting system in Excel or Google Sheets to support their budgeting and reporting needs.
Omena Inc
Providence, RI, USA
Omena Inc
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Omena Inc
Providence, RI, USA

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Cause
Education
Skills
Accounting

Posted December 2nd

Excel-Based Accounting System

Project details

What we need
  • Setup or update of accounting system in Excel or Google Sheets
  • Training and guidelines on how to manage system and generate basic reports
Additional details

We just got a grant and would love your help with our accounting.

What we have in place
  • We currently have all our receipts, which should make it easy for you to get started. We also have a rough excel document, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to train more peer educators

We are an early-stage nonprofit that needs a good foundation and would love your help in accounting. This will enable us to start strong.

Project plan

P
Prep: Information Sharing
  • Volunteer Manager shares existing financial record keeping methods and/or financial reporting system
  • Volunteer Manager shares Organization's financial reporting needs and goals
  • 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
  • If necessary, Professional migrates data into Excel
  • If necessary, Professional and Volunteer Manager check accuracy of migration
  • Professional organizes spreadsheet based on Organization's needs
2
Milestone 2: Training & Handover
  • Professional provides basic training for Volunteer Manager and supporting staff for tracking and reporting, including guidelines for continued use of system
  • Professional reviews above guidelines and tips with Volunteer Manager
  • Professional stays 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

Omena Inc
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Causes
Education Violence prevention Youth development
Posted by
Francesca R
Francesca R.

Founding Director

Our mission

Omena is a global youth-led nonprofit organization promoting Social and Emotional Intelligence and healthy relationships in hopes to prevent and break the cycle of emotional abuse worldwide. Omena's mission is to equip, support and empower families and communities with social and emotional intelligence tools to nurture self-esteem and empathy. Through this, Omena wishes to enable them to foster healthy relationships with a sense of empowerment to drive positive changes in their communities.
Our objective is to scale in Madagascar, and ultimately in other emerging countries.

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