QuickBooks Accounting Systems Set Up

We're looking for a volunteer with experience setting up a bookkeeping system in QuickBooks 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 funds coming in from USDOL WIOA via local workforce dev board, thus we have to set up ITA for Apprentices ($8,794 each). We have funds coming in from for equipment & software purchase only $220,000 from USEPA Solar for All Grant; and we have a funds coming from a grant $150,000 & other grant dollars. Yet, the above funding is coming to both our profitable and our non-profit businesses to run the operations of our training academy. Additionally, we will be accepting direct payments from individuals -- How do we set up our accounting system? We are willing to work very hard to get everything accomplished to run effectively once we know what is the best way to set everything up correctly! :) Thank you so very much!! Patricia

Without all of the funding we will not be able to provide the USDOL Registered Apprenticeship Training to so many from Disadvantaged Communities. Also, we are a Clean Energy Apprenticeship -- Residential Electrician & PV Solar Installer We have so many residents from our community waiting and we do not want to disappoint any of them. Yet, we want to stay in compliance at the same time and set up our accounting system the most efficient & correct way as possible. Our Apprentices are Veterans, Women, Minorities, Disabled, Ex-Offenders and Clean Energy Guru's has joined in as well. I am a QuickBooks Certified End User and my Accountant is a QuickBooks Pro-Advisor but we want to make sure our thinking is accurate for the overall end result; pulling the accurate reports to submit to all of the Gov. & Funding Partners as well as setting up our Accounting System so our method of completing everything also helps us with our taxes. We have a new Banker with a Federal Credit Union that is also willing to help make sure our Bank Accounts are set up to match our Accounting systems again for transparency not only to the Gov and funders but for our management team to monitor our financial health. I laugh to myself because when I was going around setting all of this up (acquiring funding commitments) I never thought about our accounting system... As a result it is a maze of wonderful funding from multiple sources to profit and non-profit companies -- All to make sure our residents will have family sustaining careers for decades to come in industries that are not only lucrative but in very high demand. We have been working on this project for over 2 years without any compensation; we are all in our 60's and we all believe in providing transformational training opportunities to individuals in our communities that for whatever reason will not attend a community college yet, they are willing to come to our neighborhood training academy and fight to change the financial projection of their lives and the lives of their families. We will be there with them every step of the way!! Once the accounting is set up correctly we can maintain it; we will have the funding in our budget to hire a CPA for quarterly reviews which will help guarantee our end of the year financials are as they should be. We have no clue on how to set up the maze of financing we will be receiving within 60 days!! Or how this will affect our taxes on the profitable side of things. Nor will the non-profit hundreds of thousands be set up the same way as the profitable? Thank you so very much!! Financially Confused yet, Financially Blessed all at the same time!! Patricia

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.