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 are a newly established nonprofit organization, building on over 40 years of trusted, community-based work, and we are seeking a skilled volunteer to help us set up our QuickBooks Online system, including a nonprofit-specific chart of accounts and core bookkeeping structure. While our roots in the community are deep—particularly in supporting underserved and historically marginalized populations—our transition into a formal nonprofit over the past six months has created a critical need to strengthen our financial systems so they reflect the scale and integrity of our work.

This support is essential to how we grow with intention. We are not just looking to “set up” bookkeeping—we are building a financial foundation that allows us to track resources responsibly, manage funding with clarity, and align with nonprofit reporting standards. A strong QuickBooks system will position us to pursue and sustain grant funding, provide transparent reporting to stakeholders, and ensure that every dollar is accounted for and directed toward meaningful, community-centered outcomes. The volunteer supporting this effort will play a direct role in helping us translate decades of grassroots impact into a structured, sustainable model—one that allows us to expand our reach and continue showing up for the communities who rely on our work.

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.