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Accounting Systems Set Up

Help JerseySTEM set up an accounting software to support their budgeting and reporting needs.
JerseySTEM
Chatham, NJ, USA
JerseySTEM
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JerseySTEM
Chatham, NJ, USA

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Cause
Education
Skills
Accounting

Posted January 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

Setup Quickbooks Online for JerseySTEM

What we have in place
  • We currently have a finance team and leadership with knowledge of all the deta, which should make it easy for you to get started. We also have Quickbook online licenses, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to to dedicate resources to teaching the kids

AS we prepare for our growth, we need to configure Quickbooks to help us with our Cost Accounting, Project P&L, etc...

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

JerseySTEM
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Causes
Education Gender equity & justice Science & technology
Posted by
Nabil M
Nabil M.

Board member

Our mission

If your address is in the US or Canada, pls read below. If you are not, we apologize but we are not able to enroll non US/Canada located volunteers.

JerseySTEM is a grassroots 501(c) nonprofit organization dedicated to bringing Science, Technology, Engineering, and Math ("STEM") education to 5th-8th grade girls in New Jersey underserved communities

We partner with socially responsible companies and their employees, youth organizations in underserved communities, and civic-minded college students and universities.

Together we develop and deliver innovative, hands-on, and online afterschool projects and inquiry-based learning opportunities that develop teamwork, 21st-century problem-solving skills, and self-esteem.

What we do

Reduce the gender gap in STEM participation;

Bridge the innovation gap in STEM education by introducing novel formats for teaching Science, Technology, Engineering, and Math;

Address the opportunity gap by expanding access to STEM programs in underserved communities.

Testimonials

Read the Impact Story
Great contribution
Nabil M.
Nabil M.

Board member

Accounting Systems Set Up Project

Great organization.
Herb T.
Herb T.

Volunteer