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Matched with Herb T
Matched with
Herb T.

Accounting Systems Set Up

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

Posted by
JerseySTEM ..

Corporate Engagement Head

Our Mission

JerseySTEM is a network co-op of parents, professionals, students and educators whose goal is to promote excellence in Science, Technology, Engineering and Math (“STEM”) education. We are dedicated to partnering with local schools and other organizations to create and enhance STEM-oriented educational opportunities as part of students' paths towards college and career readiness, and to develop effective STEM programs and initiatives that engage students and educators. JerseySTEM is also committed to bridging the gender gap in STEM education and sharing STEM-related opportunities with underprivileged students and communities.