Home » Integrated Financial Accounting set up for NGO

December 4, 2021    By admin


J.SR Consulting Limited (“J.SR”) as the lead consultants partnered with RBM Systems Consult Limited (one of the authorised reseller for QuickBooks ® Enterprise in East Africa) to set up an integrated financial accounting system for Share An Opportunity – Uganda (SAO). The client is a Christian child centred NGO with offices upcountry, but had challenges with software than had limitations, was unable to detect errors and the monthly accounts took over a month to compile.

J.SR and RBM was the perfect partner and the following were accomplished in a space of three weeks:

  • Deeply investigated the current software capabilities and identification of shortcomings in capacity and set up
  • Procured and installed a multi-user QuickBooks Enterprise version 14
  • Identified the user requirements of SAO and tailored the Chart of Accounts and Reports to suit those needs
  • Oversaw the migration of data (financial and static) from old software to new software
  • Guided users on the capture of actual data from 1 July 2013
  • Guided users on the capture of budget information
  • Conducted training on use of backup from upcountry offices for consolidation at Head Office
  • Conducted training on specific finance and accounting principles
  • Helped users extract various reports, export to Microsoft Excel ® and analyzing those reports in such manner as required by different donors
  • Helped with the first month-end reporting using new software and ascertained savings in time and improvements in reporting quality

At the end of the day, SAO realised value for money for the investment in the new QuickBooks® software coupled with the time spent on hands-on training that was conducted by J.SR and RBM. These services fall under the Business Advisory segment, specifically covering:

  • Client Accounting Services
  • Accounting Assistance
  • Information Systems Quality Assurance


Share An Opportunity – Uganda (www.saouganda.org)


RBM Systems Consult Limited (www.rbmafrica.com)