Accounting Service Packages

Church Training Center offers CFO Level accounting for the church.  Stop struggling to keep up with current rules and regulations and let us take over this task so you can focus on ministry.  We work with church leaders who are overwhelmed with their financial systems.  We help them gain confidence in utilizing their financial resources to further the mission of the church.

Should My Church Outsource Accounting? 

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Accounting Service Packages

Small Congregation VP of Business Package

  • One hour of coaching for pastor and treasurer in finance and governance.
  • Prepare monthly financial statements, including income statement with comparisons to budget and prior year, balance sheet, and cash flow statements.
  • Maintain church accounting, recording all transaction, reconciling bank accounts, and providing contribution receipts to donors.
  • Tax reporting.
  • Provide governance training seminar for church leadership.
  • Provide fraud prevention seminar for church leadership.
  • Customized financial policies & procedures coaching.
  • Review and assist with classification of employees vs. independent contractors.
  • Quarterly video-conference to review financials, fund raising efforts, and operational issues. The objective of these meetings will be to identify areas that need attention and develop action plans designed to strengthen the church.
  • Review and make recommendations regarding church’s annual budget.
  • Telephone hot line – Contact us with your questions regarding church finance, administration, or governance questions.

Small Congregation CFO Package

  • Prepare monthly financial statements, including income statement with comparisons to budget and prior year, balance sheet, and cash flow statements.
  • Maintain church accounting, recording all transaction, reconciling bank accounts, and providing contribution receipts to donors.
  • Tax reporting.
  • Provide governance training seminar for church leadership.
  • Provide fraud prevention seminar for church leadership.
  • Customized financial policies & procedures coaching.
  • Review and assist with classification of employees vs. independent contractors.
  • Quarterly video-conference to review financials, fund raising efforts, and operational issues. The objective of these meetings will be to identify areas that need attention and develop action plans designed to strengthen the church.
  • Review and make recommendations regarding church’s annual budget.
  • Telephone hot line – Contact us with your questions regarding church finance, administration, or governance questions.

Small Congregation Controller Package

  • Prepare monthly financial statements, including income statement with comparisons to budget and prior year, balance sheet, and cash flow statements.
  • Maintain church accounting, recording all transaction, reconciling bank accounts, and providing contribution receipts to donors.
  • Tax reporting.
  • Provide governance training seminar for church leadership.
  • Provide fraud prevention seminar for church leadership.
  • Review and assist with classification of employees vs. independent contractors.
  • Quarterly video-conference to review financials, fund raising efforts, and operational issues. The objective of these meetings will be to identify areas that need attention and develop action plans designed to strengthen the church.
  • Review and make recommendations regarding church’s annual budget.
  • Telephone hot line – contact us with your questions regarding church finance, administration, or governance questions.

Bookkeeper

  • Prepare monthly financial statements, including income statement with comparisons to budget and prior year, balance sheet, and cash flow statements.
  • Maintain church accounting, recording all transaction, reconciling bank accounts, and providing contribution receipts to donors.
  • Review and assist with classification of employees vs. indepedent contractors.
  • Tax reporting.
Compare our Small Congregation Accounting Packages
Bookkeeper Controller CFO VP of Finance
Maintain church accounting, recording all transaction, reconciling bank accounts, and providing contribution receipts to donors. X X X X
Prepare monthly financial statements, including income statement with comparisons to budget and prior year, balance sheet, and cash flow statements. X X X X
Tax Reporting. X X X X
Review and assist with classification of employees vs. independent contractors. X X X X
Quarterly video-conference to review financials, fund raising efforts, and operational issues.  The objective of these meetings will be to identify areas that need attention and develop action plans designed to strengthen the church. X X X
Review and make recommendations regarding church’s annual budget. X X X
Provide governance training seminar for church leadership. X X X
Provide fraud prevention seminar for church leadership. X X X
Telephone Hot Line – Contact us with your questions regarding church finance, administration, or governance questions. X X X
Customized financial policies & procedures consulting and coaching. X X
Coaching for your Moderator and Treasurer as they lead you in Finance & Governance X

Keith is clear, concise and transparent. In just 3 months he has helped our church reimagine what fiscal fitness and stewardship looks like in a 21st century context. Keith effortlessly weaves business acumen with the witness of scripture and has been proven to be just what we needed at this stage of ministry.

Rev. Edward Anderson, Senior Minister, McCarty Memorial Christian Church

Whenever our church has questions regarding how to better manage our finances, establish financial procedures, or develop our vision for responsible stewardship, Keith is our go-to consultant. We are eternally grateful for the expertise that Keith brought when we went through a staff transition and were without a bookkeeper for 6 weeks. Keith literally kept us afloat by coaching us on how to deposit all our checks for income and write checks to pay our bills. If you are reading this because you know that your organization needs help with its finances, don’t hesitate- call Keith and move from uncertainty to clarity!

Rev. Samuel Pullen, Pastor, Congregational United Church of Christ, Los Alamitos, CA

When Keith commits to an assignment, he brings enthusiasm, dedication and an eagerness to learn that are an inspiration to those privileged to work with him. He enjoys the people he serves and responds positively to challenges. I appreciate all these qualities and would recommend him without hesitation.

Rev. Donald Smith, Presbyterian Church USA