• 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 fix these issues and manage your monthly bookkeeping, we will apply 100% of this assessment fee as a credit toward your first month.)

What's Included:

• Systems & Workflow Review

  • Chart of Accounts Analysis

  • Software Efficiency

  • Record Keeping

• Income & Donation Tracking

  • Fund Accounting Check

  • Donation Processing

  • Donor Statements

• Expenses & Internal Controls

  • Approval Workflows

  • Internal Controls Assessment

  • Reconciliation Status

• Payroll & Compliance Health Check

  • Clergy Payroll Setup

  • Contractor vs. Employee

• Financial Reporting & Transparency

  • Leadership Reporting

  • Budget Tracking