Accounting Systems Set Up
Help Olivet Medical Ministry, Inc., DBA Lackey Clinic set up an accounting software to support their budgeting and reporting needs.
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 for help with organizing our chart of accounts in QuickBooks and possibly upgrading the edition of QuickBooks.
What we have in place
- We have QuickBooks Nonprofit Premier 2015 as well as current and past financial data.
How this will help
This project will save us $4,724 , allowing us to purchase more medical supplies for our patients who cannot always afford them.
Organizing our QB accounts will help us better track our financials, which will in turn, help us make better business decisions.
Project plan
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Testimonials
Working with Dave was a fantastic experience. His accounting expertise went a long way in helping us revamp our Quickbooks Chart of Accounts, which was in bad shape after having so many "hands in the pot" over the years. He created an in-depth work plan and then proceeded to map the old chart to the new chart, resulting in a simple, yet sophisticated, set of accounts that will serve our organization's needs. He produced quality work very quickly, and was patient when it took us time to review and discuss it with management and the finance committee. He stayed on top of the project, despite delays on our end, and saw it through to completion. Being short staffed, we would not have been able to do this project nearly as quickly, nor perhaps, as thoroughly on our own, so we are very grateful for the time Dave invested in our project! We were also fortunate in that Dave lives locally so we were able to meet him face to fact in addition to speaking with him on the phone. He's both personable and professional. We really enjoyed working with him on this project and highly recommend him to any organization looking to do finance projects. Thanks Dave!
This is a great clinic and the individuals I interacted with - Elizabeth and Larry - reflected that through excellent engagement, interest and getting the information I needed to help them out. They took the necessary steps required to effectively make this a successfully implemented project. I enjoyed the interaction with both of them.