Accounting Systems Set Up

We're looking for a volunteer with experience setting up our QuickBooks system from scratch! You'll help us set up regular recording, reconciliation, and reporting practices by spending 10-15 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 Google Sheets and Givebutter 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're JUST getting started, but we're going to grow big and have a really valuable impact for Bay Area locals, keeping folks from falling through the cracks. We want to do it right, so our growth isn't limited, so please help us start off on the right foot!

We opted for QuickBooks, rather than trying to grow Google Sheets. 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.