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Accounting Systems Set Up

Help Philadelphia Volunteer Lawyers for the Arts set up an accounting software to support their budgeting and reporting needs.
Philadelphia Volunteer Lawyers for the Arts
Philadelphia, PA, USA
Philadelphia Volunteer Lawyers for the Arts
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Philadelphia Volunteer Lawyers for the Arts
Philadelphia, PA, USA

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Cause
Arts & culture
Skills
Accounting

Posted October 14th

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 Chart of Accounts and then to be set-up in QuickBooks online.

What we have in place
  • We currently have are in the process of purchasing QB online through Tech Soup, which should make it easy for you to get started. We also have an excel budget and balance sheet for the year ended June 30, and the ability to provide any other information you need.
How this will help
This project will save us $5,409 , allowing us to become a sustainable, independent organization. Every dollar we can save allows us to continue to provide and procure free legal services for under-resourced artists

We previously operated as a program under a larger organization and they handled budgeting and bookkeeping for us. We now need to do it ourselves as an independent 501c3. We have to be able to plan, track and analyze our finances independently and generate reports efficiently.

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

Philadelphia Volunteer Lawyers for the Arts
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Causes
Arts & culture Justice & legal services Science & technology
Posted by
Ken M
Ken M.

Executive Director

Our mission

PVLA is a nonprofit legal services organization through which lawyers support artists and cultural organizations throughout the greater Philadelphia area via legal representation, publications, advocacy, education, and counseling.

What we do

Our staff provides intake, eligibility screening, project scoping and volunteer assignment to individual and organizational clients in the arts and cultural sector for assistance with legal consultation and representation projects covering a broad array of legal issues and topics.