To help your church thrive, I offer a complimentary 30-minure Financial Systems Overview. This deep dive gives you a clear picture of your current administration without any obligation. Even if you choose a different path, you will walk away with a high-level summary of your financial health and a clear view of any compliance gaps you need to address.
This package includes:
Monthly categorization of all income/expenses into appropriate restricted vs. unrestricted funds.
Monthly reconciliation of 2–3 accounts
A monthly, board-ready financial package (Balance Sheet, P&L, and Fund Balances).
A 30-minute virtual meeting to review the financial health with the Pastor or Treasurer. Annual verification of Pastor’s Housing Allowance board minutes.
This package includes:
Fund Accounting, Bank/Credit Card Reconciliation, Report
Managing 3–10 staff, including automatic clergy tax withholding and housing allowance setup.
Processing vendor invoices, handling approvals via app, and issuing payments
30–60 minute session focusing on cash flow forecasting and budgeting.
Analyzing historical tithing data to create a 12-month rolling cash-flow forecast.
Building the upcoming fiscal year budget with the Pastor/Board.
Providing mid-year predictive adjustments based on seasonal attendance/giving trends.
Copyright © 2026 Grace & Ledger Bookkeeping - All Rights Reserved.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.