Excel-Based Accounting System

Help Teach By Tech set up an accounting system in Excel or Google Sheets to support their budgeting and reporting needs.
Teach By Tech
Arvada, CO, USA
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Teach By Tech
Arvada, CO, USA

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Posted January 25th

Excel-Based Accounting System

Project Details

What We Need
  • Setup or update of accounting system in Excel or Google Sheets
  • Training and guidelines on how to manage system and generate basic reports
Additional Details

We need assistance on setting up a system that will give detailed reports. Currently all income and expenses are recorded in the same document. We need to have some sort of separation for grant reporting purposes.

What We Have In Place
  • We currently have past and present P & L excel documents, which should make it easy for you to get started. We also have cost breakdowns for grants, and the ability to provide any other information you need.
How This Will Help
This project will save us $5,409 , allowing us to hire and train members of the refugee community to serve on our staff

We need a better reporting system. This will help us to improve accuracy on determining cost and assist us we continue to grow our market.

Project Plan

P
Prep: Information Sharing
  • Volunteer Manager shares existing financial record keeping methods and/or financial reporting system
  • Volunteer Manager shares Organization's financial reporting needs and goals
  • Professional makes recommendations on accounting system reports to address the Organization's needs
  • Note: If necessary, Volunteer Manager may have Volunteer sign a Non Disclosure Agreement (NDA) prior to sharing and discussing Organization’s financial information
1
Milestone 1: Implementation
  • If necessary, Professional migrates data into Excel
  • If necessary, Professional and Volunteer Manager check accuracy of migration
  • Professional organizes spreadsheet based on Organization's needs
2
Milestone 2: Training & Handover
  • Professional provides basic training for Volunteer Manager and supporting staff for tracking and reporting, including guidelines for continued use of system
  • Professional reviews above guidelines and tips with Volunteer Manager
  • Professional stays available for up to two weeks to address questions as Volunteer Manager starts to adopt new bookkeeping system
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About The Org

Teach By Tech
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Posted by
Linnie P.

Executive Director

Our Mission

Teach by Tech aims to empower vulnerable populations, especially women and girls, by using innovative technology to increase the accessibility of entrepreneurial skills, workforce training, digital literacy and financial literacy proficiency. We equip individuals with the resources they need to attain economic empowerment and realize self-sufficiency.