Church Financial Services

We tailor every financial solution to the unique needs of each church. We work closely with church leadership, lay staff and clergy to ensure our support is the right fit. An initial financial assessment will be performed to help our firm provide the best recommendations for your church.

We prefer to use Realm (ACS) because of our firm’s extensive proficiency and knowledge of the software and it allows us to manage many areas of your church business in one place. However, if you already use another financial software, we’re happy to discuss the possibility using your preferred platform.

Essential Accounting

We tailor our essential financial services to meet the needs of your church, including bookkeeping, payroll and financial reporting:

  • Record and categorize all transactions

  • Reconcile all bank and credit card accounts

  • Provide standard financial reports on a regular basis

  • Contribution and Pledge Management

  • Bill Pay Management

  • Payroll and Benefit Management

  • Endowment and Designated funds management

  • Assist with Annual Conference Reports

  • Preparation and Support for Church Audits

Analytics and Financial Insights

We work with churches to help them understand their financial position so they can make more informed financial decisions:

  • Financial Assessment through analysis and research of current financial position, with review of Chart of Accounts

  • Recommendations for Best Practices

  • Catch‑Up Accounting — Bringing your books up to date when you’ve fallen behind

  • Clean‑Up Services — Correcting errors, reorganizing accounts, and restoring accuracy to your financial records

  • Policies & Procedures Development — Creating or refining financial and operational workflows, internal controls, employee handbooks, and business documentation

Supporting Financial Growth in Ministry

We partner with church leaders to help them plan for future ministries and growth in their communities:

  • Collaborate with leaders of each ministry area within the church to better understand goals

  • Partner with church leadership, lay staff and clergy to develop budgets that align with and support ministry goals

  • Provide support for stewardship campaigns, including forecasting of pledges

  • Provide support for capital campaigns when the church is ready for facilities growth

Fees for these services are determined by the complexity of the work, the number of employees involved, and the frequency of support needed.