Volunteer: Accounting Systems Set Up

Overview

This is a volunteer opportunity supporting a nonprofit organization. The volunteer will help establish a bookkeeping system and related financial processes from scratch.

The organization previously used Xero but has moved away from it and has not yet selected replacement bookkeeping software. Recommendations for new software or the use of Excel are welcome. The project will require approximately 20–25 hours over 4–5 weeks.

The volunteer will support the organization’s mission of improving the quality of life for individuals and families by elevating living standards and facilitating access to essential resources.

Responsibilities

• Review the organization’s existing financial record-keeping and reporting systems during the initial meeting.
• Recommend bookkeeping software or an Excel-based solution, as appropriate.
• Establish regular recording, reconciliation, and reporting practices.
• Migrate existing financial data to the selected software or system.
• Set up account administrator privileges for users.
• Provide basic training to one or two team members.
• Remain available for up to two weeks to answer questions as the team transitions to the new software and systems.
• Support the organization’s budget, tax, and accounting systems.

A designated team member will manage the volunteer and the project.

Desired Skills and Experience

• Accounting
• System administration
• Training and development