This third onboarding step is designed specifically for Team Leads. In this step, you will meet some seasoned members of our team and begin the test-drive period. Please mark Onboarding Step 3 complete in Team Work once you have completed all 4 sections below.
In your second onboarding session, you will walk through the steps to gain access to the various systems needed for your role. To complete this course, follow the steps thoroughly and be sure to check the boxes on your Onboarding Google Doc as you go.
Reach out to [email protected] with questions.
⭐ We expect this step of onboarding to take about 2-4 hours in total. ⭐
Welcome to Accordus! In our first onboarding session, you will learn about who Accordus is, the services we provide, and how your role fits into the bigger picture.
⭐ This step of onboarding should take about 1-2 hours. ⭐
1099s – 1/31 990s – May 15th Year-end statements – by 1/31 Annual state filing – Usually around April Annual state charitable registrations for solicitation – usually around April Sales tax – monthly or annual 941s – quarterly Payroll taxes – monthly or quarterly, depending on IRS. Throughout the year: – For reimbursements,
Regular Non-Profit Filings Read More »
At Accordus, our team of 1 serves 1 clients. Learn more about what we do and how our team is structured below. Our Core Services Accounting Small businesses often need support with their basic accounting. This looks like everything from reconciling bank statements to running payroll and prepping tax documents. Database Companies often need to
This google document template outlines the content needed to run a social media advertising campaign for our clients.
Learn how to import donation data from FundraiseUp into Little Green Light using this template.
Import from FundraiseUp into LGL Read More »
This email is a sample of how to prepare for an upcoming absence; while this is primarily an example for Team Leads, all Accordus employees should provide an update for any task in the works in Teamwork or via email to their department coordinator.
Vacation Prep Email Read More »
Welcome to the Accounting team! The Accountant’s role, most of the time, is to be the main bookkeeper for an Accordus client. With some exceptions, most of the time the responsibilities for this role include (but is not limited to): Reconciling the client bank statements and bookkeeping ledgers Managing income and expenditure accounts Generating the
My Role | Accounting Read More »
This is a benefit available to Accordus team members to support our team and their families through difficult situations and seasons. Explanation about this benefit (P.S. Accordus produced this video!) Video introduction with our Chaplain, Tracey Burns How to get in touch (she is available as of today): Reach out directly: 877-322-2427 x5158 or [email protected]
Corporate Chaplain Read More »
