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.

This project will give us the financial infrastructure we need to deliver on WANAC’s mission in a disciplined and scalable way. We support transitioning service members and veterans through coaching, education, and career programs, and that requires reliable budgeting, cash-flow management, and reporting. By setting up a robust bookkeeping system and training our team to use it, we will be able to track program costs accurately, meet grant and audit requirements, demonstrate responsible stewardship of donor funds, and make better decisions about where to invest for impact. Strong financial systems will help us grow sustainably and channel more resources directly into serving veterans and their families.

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.