Finance & Operations

See how Iris A O. helped Silicon Valley Bicycle Coalition on a Finance call

Deanna C
Deanna C.
Volunteer Manager
Iris A O
Iris A O.
Matched on
May 15, 2020
Hours Given
2 Hours
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What did Silicon Valley Bicycle Coalition want to talk about?

I'd like to brainstorm ideas for migrating accounting data from one Quickbooks Online subscription to another. I have already attempted to do this myself and lost many hours of worktime.

Additional Context

The purpose is to take advantage of a donated subscription through Techsoup and save the ~$700/yr currently paying Intuit. Quickbooks support and Techsoup have not been helpful and I just got a quote from a third party that I could hire to train me to use another tech tool to do this transition. The savings would be immediately used up paying a consultant. I'm now considering cutting my loses and moving away from Quickbooks entirely. So, I thought I would see of someone here can offer advice.

Posted By
Deanna C
Deanna C.
Volunteer Manager
Final Product
Phone Consultation
Cause Areas
Community & Economic Development
Health & Nutrition
Silicon Valley Bicycle Coalition
San Jose, California, USA

What did Iris A have to offer?

Experienced Senior Consultant with a demonstrated history of working in the financial services industry. Strong information technology professional; skilled in Business Process, Enterprise Software, Software Implementation, Accounting, and Professional Services.

  • Experience in finance and ability to provide advice over the phone
Iris A O
Iris A O.
Bridgeport, CT, USA

What did they have to say?

Iris was able to identify the help I need and recommend next steps. I feel better equipped to begin improving our bookkeeping system and saving money. She's offered additional support along the way which is incredibly helpful since I am a bit out of my depth.

Deanna C

Deanna C.

Volunteer Manager

About Silicon Valley Bicycle Coalition

Our purpose is to create a healthy community, environment, and economy through bicycling for people who live, work, or play in San Mateo and Santa Clara Counties.
We envision a community that values, includes, and encourages bicycling for all purposes for all people.
Fun Fact

Fun Fact

This is the 1st project posted by Silicon Valley Bicycle Coalition.

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