Not all monthly reports are created equal. Many churches receive a “Budget Report” or a “Profit and Loss” statement or some type of spreadsheet and this is all their leadership team ever sees. And while…
Not everyone at your organization needs a credit card or wants to send in reimbursement requests for small transactions. Having a box with petty cash available for those smaller, seemingly inconsequential transactions can be convenient…
This blog post was written by our senior bookkeeper, April Mallari. April has been an absolute blessing to our team. Her attention to detail and commitment to our clients is inspiring. Please enjoy her thoughts…
When it comes to managing a church, one of the most crucial aspects that often gets overlooked is bookkeeping. Many churches, especially smaller ones, may not realize the true importance of maintaining precise and accurate…
Almost every organization has asked us at one time or another, “how long do we have to keep our documents?” Proper maintenance of your historical records and documents is very important to protect…
So, you’ve been doing books for your own business, for other businesses and/or your own personal books and wonder why would church bookkeeping be any different? Well, the big difference is that a church uses…
Bookkeeping requires that you keep track of different categories of transactions. The Chart of Accounts is an organizational tool that provides “line items” (referred to as accounts) on your financial reports. The list of accounts…
Cloud computing is quickly moving from an obscure concept to an everyday reality for organizations all over the world. A 2015 survey found that 52% of small organizations had already adopted some form of cloud-based…
10. Accepting designated gifts without exercising adequate control as to how the gift is disbursed. 9. Providing donor receipts for material (in-kind) gifts or services. (You can receipt but put NO $ value on it.)…
Ordained, commissioned, or licensed pastors serving in a ministerial capacity are dual-status taxpayers – this means they are treated as an employee AND self-employed. But practically speaking, what does this mean? 1. A church should…
