Accounting Systems Set Up

Help Protect Our Winters UK set up an accounting software to support their budgeting and reporting needs.
Protect Our Winters UK
EDINBURGH, United Kingdom
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Protect Our Winters UK
EDINBURGH, United Kingdom


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Posted April 6th

Project Details

What We Need
  • Setup of selected accounting software (e.g. Aplos, Araize)
  • Training and guidelines on how to manage system and generate basic reports
Additional Details

We are seeking a volunteer Bookkeeper / Accounts Administrator to to support our charity's financial management and administration.

Key responsibilities will be:
-Help us get Xero set up correctly with correct nominals to track income and expenditure across the charity as well as providing data for quarterly management accounts and VAT returns.
-Advise on and implement best practice within Xero to track actual vs forecast.
-Reconcile and post monthly transactions / payments in Xero (25/month)

What We Have In Place
  • We currently have begun Xero implementation, which should make it easy for you to get started. We also have 2 volunteers running this day-to-day, and the ability to provide any other information you need.
How This Will Help
This project will save us $5,409 , allowing us to fund climate projects instead

Allows us to better track payments including donations to follow up, and payments for services we provide, saving us time in future

Project Plan

Prep: Information Sharing
  • Volunteer Manager shares detailed description of existing financial record keeping and financial reporting system
  • 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
Milestone 1: Implementation
  • Professional conducts financial data migration
  • Professional and Volunteer Manager check accuracy of migration
  • Professional sets up account admin privileges for Organization’s designated admin users
Milestone 2: Training & Handover
  • Professional provides basic training for Volunteer Manager and supporting staff for tracking and reporting needs including guidelines for continued use of system
  • Professional reviews above guidelines and tips with Volunteer Manager
  • Professional is 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

Protect Our Winters UK
Our Mission

We inspire and equip UK based outdoor communities to take meaningful action to address the climate crisis, to accelerate the transition to a carbon neutral society.

What We Do

Work with the community and industry on awareness, political campaigns, corporate climate action and more.