Accounting Systems Set Up

We're looking for a volunteer with experience setting up a bookkeeping system and/or software from scratch! 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. We have not selected a software system or selected the volunteer staff for this department

How This Project Will Help Us Achieve Our Goals
Our accounting processes are manual and time-intensive. This project isn't just about spreadsheets; it's about freeing up critical time and resources. By streamlining our financial operations with your help, we can achieve greater transparency, improve our financial health, and ensure every dollar donated is tracked efficiently and utilized effectively.
The new system will allow us to:
Make Smarter Decisions: We will have real-time access to accurate financial data, allowing our leadership team to allocate resources more strategically.
Enhance Operational Efficiency: Automating manual tasks means our staff can focus less on data entry and more on direct service delivery.
Ensure Sustainable Growth: A robust financial infrastructure is essential for scaling our programs and reaching more community members in need.

Volunteering your time and talent on this project creates a powerful ripple effect that directly benefits those we serve. While you work behind the scenes on financial architecture, your contribution translates into tangible community impact:
More Meals on Tables: Your efficiency improvements could translate into faster processing of grants, allowing us to acquire and distribute food to an additional 50 families each month through our food pantry program.
Empowered Youth: A streamlined budget process means we can secure funding quicker for our after-school programs, providing essential mentoring and educational support to 20 more students this fall.
Housing Stability: By ensuring meticulous tracking of rental assistance funds, you help us keep local families securely housed and prevent homelessness in our community.
Your expertise is a powerful form of donation. Join us through the Taproot program and leverage your professional skills to build a stronger, more resilient organization that can serve our community better for years to come.
Ready to make your mark? Sign up today and let’s build a better financial future together!

We've acquired a new accounting software. 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.