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Accounting Systems Set Up

Help The Wahine Project set up an accounting software to support their budgeting and reporting needs.
The Wahine Project
Pacific Grove, CA, USA
The Wahine Project
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The Wahine Project
Pacific Grove, CA, USA

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Cause
Youth development
Skills
Accounting

Posted August 29th

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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 have Quickbooks but it isn't accurate! Our accountant has stated that things are put in more than once and so it is balanced incorrectly. I know things are not in proper headings and do not reflect our expenses accurately. I need a proper tutorial on how to use Quickbooks.

What we have in place
  • We currently have Quickbooks, which should make it easy for you to get started. We also have time, and the ability to provide any other information you need.
How this will help
This project will save us $3,354 , allowing us to use our finances toward direct participant services! We need new equipment for ocean time!

It will help us reflect a proper representation of or Financial status. Will help us get grants. Will help us budget realistically.

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

The Wahine Project
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Causes
Youth development Diversity & inclusion Environment
Posted by
Dionne Y
Dionne Y.

Founding Director

Our mission

To eliminate the barriers that prevent a diversity of girls from a relationship with the ocean and with one another.

Testimonials

Read the Impact Story
David was extremely helpful in helping us get our Quickbooks in order. He was timely with all of the commitments he made on his end and was flexible with our meeting times and changes to schedule as they came up. His communication with me was helpful in the way he answered my questions and allowed me to understand everything I needed to in Quickbooks. He had to walk me through many elements of our accounting to help me understand what was going on, where we were and where we needed to get to. David's overall recommendations have set our accounting on a path to success. I followed his recommendations and now feel confident moving forward with our Quickbooks in order, with a new accounting team and with a new level of knowledge that will further our success.
Dionne Y.
Dionne Y.

Founding Director

Accounting Systems Set Up Project

This project provided a lot of challenges and opportunities. It was one of the few projects I was welcomed to stay engaged until the required changes were made by Wahine and see the results. The social media presence also allowed me to see what this organization does even though we were on opposite coasts. Dionne was fantastic to work with and genuinely wanted to see change. She had to make some tough decisions in order to effectively see how to continue with the proposed changes going forward. This was a much longer project that I was expecting but in the end also more rewarding.
David H.
David H.

Volunteer