operations
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.
Volunteer
Matched on
May 15, 2020
Saved
$434
Hours Given
2 Hours
Share this story
Sponsored by

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
Environment
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.

Skills
Accounting
Finance
Experience
  • Experience in finance and ability to provide advice over the phone
Iris A O
Iris A O.
Volunteer
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.

Total Saved
$6,988

Have professionals like Iris A O. help you on your next project.

Post this call