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Accounting Systems Set Up

Help Finance Department set up an accounting software to support their budgeting and reporting needs.
Finance Department
Jersey City, NJ, USA
Finance Department
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Finance Department
Jersey City, NJ, USA

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Cause
Community & economic development
Skills
Accounting

Posted May 21st

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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

We are looking to rebuild our financial management of our federal, state and local grants. Most of our work is singular to a person. We understand the importance of sound financial management practices.

What we have in place
  • We currently have allocation workbook and program schedule, which should make it easy for you to get started. We also have a reporting dashboard, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to work closely with our residents

Increase efficiency, promote integrity and ensure compliance

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

Finance Department
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Causes
Community & economic development Diversity & inclusion Gender equity & justice
Posted by
Carmen G
Carmen G.

Director

Our mission

To strengthen the community through our funding resources and opportunities on an annual basis.

What we do

The Department of Finance-Jersey City(DOFJC) is responsible for safeguarding the fiscal integrity of the City of Jersey City through the development and implementation of sound financial policies and practices.

DOFJC is made up of a team of employees who's job is curated fiscal policy. It formulates revenue policies that will ensure funding of critical government programs that promote welfare among our people and accelerate economic growth and stability.

Operating through six divisions: Management and Budget, Collections, Treasury and Debt Management, Grant Administration, Accounts and Control and Purchasing.

Testimonials

Read the Impact Story
David was a great help. Very solid advice.
Carmen G.
Carmen G.

Director

Accounting Systems Set Up Project

(No testimonial has been submitted by David)