We're looking for a volunteer with experience setting up a bookkeeping system (Zoho Books) and ensuring accurate migration from old system (Aplos).

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.

Financial efficiency and accuracy is of the utmost importance to the sustainability of an organization. Proper accounting procedures and setup are paramount in ensuring this is possible. I would significantly benefit from an expert walking alongside me utilizing your gifts and expertise to set us up and train me for success in our organization.

We've acquired a new accounting software. I've had very basic training and have reviewed their guidelines on how to manage the system and run basic reports. I will be the point person who will manage the volunteer and the project.