Excel-Based Accounting System

Help Taproot Collaborative - a project of TAPAZ set up an accounting system in Excel or Google Sheets to support their budgeting and reporting needs.
Taproot Collaborative - a project of TAPAZ
Tucson, AZ, USA
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Taproot Collaborative - a project of TAPAZ
Tucson, AZ, USA

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Posted January 20th

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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

Hello,

My organization, Taproot Collaborative, is a start-up needing to set up an Excel-based financial tracking system. We are fiscally sponsored and get monthly reports from our sponsor. But we need an internal tracking system. We don't have a lot of employees, and I think the system could be created fairly quickly. We'd love some help!! You can see what we do here: www.taprootcollaborative.org.

Thanks.

What We Have In Place
  • We currently have monthly financial reports from our fiscal sponsors, which should make it easy for you to get started. We also have (nothing to add here), and the ability to provide any other information you need.
How This Will Help
This project will save us $6,094 , allowing us to hire indigenous young adults to assist in our restoration project.

We want to grow and someday divest from our fiscal sponsor. Getting guidance setting up a good, basic accounting system is key to that, as well as our fundraising and project reporting.

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

Taproot Collaborative - a project of TAPAZ
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Our Mission

Uniting diverse perspectives to create resilient ecosystems

Taproot Collaborative was formed to undertake land restoration and other creative projects that invite collaborative solutions for fostering healthy, resilient people and environments. Taproot works across disciplines, perspectives, and cultural divides to tackle climate change, restore biodiversity, and promote awareness that personal and planetary health are interwoven and interdependent.

Testimonials

Don was great. He took on a complicated challenge and found an innovative solution. Moreover, he worked graciously offering up his skills as several iterations were hashed out, and found the patience to explain carefully how things worked, walking me through all steps to make sure I understood their function properly. It's clear that Donald is a highly experienced, qualified, and meticulous accountant. He's well-versed in creating spreadsheets using both Excel and Google docs and knows how to integrate templates in various servers. He also knows a lot of shortcuts that streamline data entry that he tenaciously passed along. Donald took on the project with gusto, losing no steam as we encountered challenges, and working long hours and often on weekends formulating solutions. I highly recommend him. I feel confident that he created a simple, elegant accounting solution that will stand the test of time and function as an essential tool that will help our recently founded organization grow in the years ahead. Scotty Johnson ~ Founder and Director of Taproot Collaborative
Scotty J.
Scotty J.

Founding Director

Excel-Based Accounting System Project

Taproot is doing great work. Please support them with donations if you can. I really enjoyed meeting and working with Scotty. He's smart, energetic and very committed to making a positive change in the world.
Donald T.
Donald T.

Volunteer