This project is in progress
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Matched with Herb T
Matched with
Herb T.

Accounting Systems Set Up

Help MOCEANS Center for Independent Living set up an accounting software to support their budgeting and reporting needs.

Posted September 12th

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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 need a hand exiting our hybrid accounting system, (part spreadsheet,part Quickbooks) and making a full transition to Quickbooks desktop. We are looking for assistance to take full advantage of the system.

What We Have In Place
  • We currently have Quickbooks 2019, which should make it easy for you to get started. We also have A current company file, and the ability to provide any other information you need.
How This Will Help
This project will save us $5,409 , allowing us to expand our Independent Living training services, creating opportunities for individuals experiencing disability to achieve and maintain their independence.

In the last 2 years our agency has grown substantially. Our new organization needs transparency and accountability that a digital system provides.

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
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About The Org

Our Mission

We help people affected by disabilities to live well in their community.

Our mission is to foster barrier-free access, support civil rights and promote inclusion of all people living with disabilities.

Moceans is staffed and guided by members of the community who are experiencing life with a disability. (50% of our staff and 51% of our Board of Directors ).

What We Do

We provide instruction, information guidance and community support for individuals, their families , friends and allies. These include :
- Social and Peer-led support activities.
- Information and Referral to Supports and Services.
- Training in Essential Life Skills
- Youth Transition to Adult Life - Pre- Employment Training and Support
- Advocacy and Community Development
- Community Education