The Restricted Fund Headache: Do you struggle to track "Youth Group" money vs. "Building Fund" money vs. "General Operating"?
The Volunteer Burnout: Is your Treasurer a tired volunteer doing their best but drowning in compliance issues?
The "Black Box" Reporting: Does your leadership meetings feel awkward because no one truly understands the financial reports?
Clergy Tax Confusion: Are you confident you are handling Housing Allowances and SE tax correctly for your preacher?
Most bookkeepers treat a church like a business. We know you are a nonprofit with a mission.
True Fund Accounting: We track restricted gifts so you never accidentally spend the Building Fund on the light bill.
Donation Compliance: Ensuring your giving records match your bank deposits for hassle-free end-of-year giving statements.
Payroll that Protects Preachers: Proper handling of clergy compensation, housing allowances, and W-2 vs. 1099 issues.
Pricing: $350/one-time
Important Note: (If you hire us to manage your monthly bookkeeping, we will apply 100% of this assessment fee as a credit toward your first month.)
What's Included in this Review:
Systems & Workflow
Income & Donation Tracking
Expenses & Internal Controls
Payroll & Compliance Health Check
Financial Reporting & Transparency
Pricing: starting at $1,200/one-time
What's Included:
1st Year Clean-Up (will clean up one years worth of your books)
Chart of Accounts (COA) Optimization
Bank & Credit Card Reconciliation
Transaction Categorization
Accounts Receivable (A/R) Scrub
Accounts Payable (A/P) Scrub
Payroll & Liability Reconciliation
Loan & Asset Adjustments
Reporting & Tax Readiness
Pricing: starting at $250/monthly (price varies by congregational size and activity)
What's Included:
Weekly Transaction Categorization
Restricted Fund Tracking (Building, Missions, etc.)
Payroll & Housing Allowance Support
Monthly Video Review of your Reports
Giving Statement Prep: $197/year (We prepare the donor tax letters for you).
The "Housing Allowance" Consult: $150 (One-time analysis to maximize tax benefits for the preacher).
Nonprofit Certified: We understand the difference between "Net Income" and "Change in Net Assets."
Stewardship Focused: We treat every dollar as a resource for your mission.
Software Agnostic: Whether you use QuickBooks, Xero, or church-specific tools (like Aplos), we can help.
A Team of Ministry Leaders: All of our team our members of the church and have been or are currently involved in leadership within the church meaning we have hands-on experience.
Healthy churches require more than just emergency financial surgery—they need preventative care. That’s why we’re taking our expertise from the boardroom to the classroom! Whether you're looking to train your elders and treasurers on nonprofit compliance, equip your everyday members with personal budgeting tools, or bring a dynamic financial clinic to your next lectureship or conference, we have a prescription for your ministry. Click the Events link below to explore our upcoming classes, see where we're speaking next, or book us to bring financial peace of mind directly to your congregation.