Accounting Systems Set Up

We're looking for a volunteer with experience in QuickBooks for nonprofits. You'll help us set up regular recording, reconciliation, and reporting practices by spending 20-25 hours with us over 4-5 weeks. In our first meeting, we'll share a detailed description of our existing financial record-keeping and reporting systems. In phase one of the project, you'll migrate our data over to our new software and help us set up our account administrator privileges for our users. In the second phase of our project, you will provide one or two of our team members with basic training. We ask that you make yourself available for up to two weeks to address our questions as we adjust to the new software and systems.

A volunteer's expertise here has lasting impact. The system they help us build will support every future hire, every audit, and every funder report we produce, long after the project ends.

We have QuickBooks for Nonprofits & are new to it. We've had very basic training and have reviewed their guidelines on how to manage the system and run basic reports. We will designate a member of our team who will manage the volunteer and the project.