This project was completed on Oct 15, 2019
|
Matched with David H
Matched with
David H.

Accounting Systems Set Up

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

Posted May 21st

Share this project:

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 and 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
Show More

About The Org

Our Mission

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

What We Do

The Division of Community Development works in partnership with a wide range of public agencies, non-profit organizations, and developers to provide vital community programs and develop affordable housing opportunities. The Division is responsible for administering federal grant programs funded by the U.S. Department of Housing and Urban Development and the U.S. Department of Health & Human Services. The Division also assists in managing the City of Jersey City’s Affordable Housing Trust Fund and plays a key role in the Mayor’s Quality of Life Task Force

Testimonials

David was a great help. Very solid advice.
Carmen Gandulla
Carmen G.

Director

Accounting Systems Set Up Project

(No testimonial has been submitted by David)