|
Figure out what the budget it (of course) and see if you can find how the money was spent in the past few years. This will help give you an idea of what a kosher request is and what isn't.
Get/make a list of who has access to spend the money (is it only the board, other committee members, etc) so you can track the paper coming in.
Come up with some sort of system that works for you to track the paperwork. Make sure that people are giving you what you need and hold them accountable for the information so you are not holding the bag.
Talk with the director and anyone else you need to report to and find out how they like their reports. Some people like charts, other like simple e-mails, some like powerpoints at breakfast meetings. It can save you time if you know how to pinpoint the information for your audience. Also, ask how often they want a report.
As for the software side of it, see if you can find tutorials for quickbooks online or ask if you can use a different accounting program that you are more familiar with.
Good luck.
__________________
"Mommy, the presidents are squishing me!"
"Using the pull out method of contraceptive is like saying I won't use a seat belt, I'll just jump out of the car before it hits that tree."
Sara
|