My onboarding process is designed to set your church up for success, working hand‑in‑hand with the person locally responsible for finances. I begin by listening to understand your current bookkeeping setup and ministry needs, then connect, organize, and ready your accounts for ongoing bookkeeping. Because each church’s systems and requirements are unique, onboarding costs depend on factors such as the number of accounts, transaction volume, and reporting needs. After our initial conversation, I’ll provide a clear, customized quote so you know exactly what to expect before we begin.

Sometimes a church just needs a fresh start with its books. My clean-up service takes a careful look at past financial activity, uncovers discrepancies, and organizes your records so that everything is accurate and up to date. I review transactions, reconcile accounts, and ensure income and expenses are properly categorized—giving you a trustworthy foundation for future reporting. Because every situation is different, pricing for clean-up is based on the number of months we review and the complexity of the work. Once I’ve seen what’s needed, I’ll provide a clear proposal so you can move forward with confidence.

Once your church is onboarded and the books are ready, we transition to a steady, trustworthy monthly bookkeeping rhythm, working side‑by‑side with the person locally responsible for finances. Each month I record all income and expenses, categorize transactions correctly, and reconcile every bank and credit‑card account so the books always match actual balances and any discrepancies are caught quickly.

I also monitor liabilities and track fixed assets, giving leadership a clear picture of the church’s overall financial health. At month’s end I prepare key reports, Profit & Loss and Balance Sheet, that provide pastors, elders, and ministry teams with the insights needed to plan budgets, steward resources, and make wise, gospel‑centered decisions.

In addition to monthly reporting, I compile quarterly and annual summaries that show big‑picture financial trends. At year‑end I ensure everything is in order for tax filings, denominational reporting, and annual meetings, delivering clean, reconciled books that simplify communication with members, boards, or outside accountants.

Throughout the year I stay attentive to the details and remain available for questions. If I notice anything unusual, a missed payment, a duplicate transaction, or an unexpected expense, I promptly bring it to the local finance lead’s attention. My goal is to lift the burden of day‑to‑day financial management so you can focus on shepherding God’s people, confident that your finances are organized, accurate, and ready whenever you need them.