Volunteer: QuickBooks Setup and Grant Tracking Workflow for AFib Nonprofit

Overview

This volunteer opportunity involves establishing a documented bookkeeping structure to track donations and grants for a nonprofit organization focused on atrial fibrillation patient advocacy and research. The role supports accurate financial record-keeping to help secure and manage funding, enabling expanded patient outreach and contributions to patient-centered research.

Responsibilities

• Develop and implement a bookkeeping system including a recommended chart of accounts
• Create donation and grant tracking workflows
• Provide basic reporting templates and implementation notes
• Ensure the organization's QuickBooks Pro setup is optimized for donation and grant management
• Collaborate closely with organizational leadership to assess current records and implement recommended processes
• Focus exclusively on donation and grant bookkeeping; payroll and employee-related accounting are not included

Requirements

• Experience with accounting, budgeting, and financial analysis
• Proficiency in QuickBooks

Location

This is a volunteer position; location details and collaboration methods will be provided during the interview process.