01

Bookkeeping & Fund Accounting

Monthly Books, Restricted Funds, Board-Ready Reports

Clean, current books built around how churches actually account for money: income tracked by fund, restricted gifts honored instead of commingled, and financials your board can actually read.

02

Church & Clergy Payroll

Dual-Status Ministers, Housing Allowance, Staff Payroll

Payroll set up the way it should be for a church: dual-status ministers handled correctly, housing allowance designated and documented, and staff payroll that doesn't create a mess at year-end.

03

Minister & Clergy Tax Returns

Pastor & Minister Individual Returns

Personal tax returns for pastors and ministers, prepared by a CPA who already understands housing allowance, SECA, and the dual tax status that trips up preparers who only see a handful of clergy returns a year.

04

Advisory & Fractional CFO

For Churches & Christian Nonprofits, Retainer-Based

Ongoing financial leadership without a full-time hire. Budgeting, cash flow, board reporting, and strategic guidance from a CPA who already knows ministry finance.

05

Compliance Reviews & Board Training

Housing Allowance, Restricted Funds, Internal Controls, 990 Readiness

A focused review of where your church or nonprofit is exposed, followed by plain-English board training so leadership understands the risk and the fix.

06

Speaking & Workshops

Church & Nonprofit Staffs, Denominational Events

Practical sessions on the ministry finance topics that trip up even experienced church and nonprofit staff and boards.

See speaking topics ↓

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