Churches & Taxes

This nine week course will inform and empower you with understanding of all of the tax issues related to churches. You will learn about your income tax exemption, Unrelated Business Income Tax, payroll taxes, property taxes, donor receipts, quid pro quo donations, and more.

By |2019-06-07T05:40:28+00:00June 7th, 2019|Comments Off on Churches & Taxes

Employment Issues & Independent Contractors

Churches do not have Human Resource experts and often get employment wrong. The California State Supreme Court made dramatic changes in 2018 that impact every church. This eight week course will help you understand exempt vs non-exempt, employees vs Independent Contractors, payroll taxes, housing allowance, Insurance and worker’s compensation, along with the ministerial exemption.

By |2019-06-07T05:17:56+00:00June 7th, 2019|Comments Off on Employment Issues & Independent Contractors

Understanding & Communicating Financial Reports

This eight week course is designed to equip church leaders how to read, interpret, and communicate the church financial reports.  This course includes one private coaching session with Keith.  Course begins 08/01/2019.

By |2019-06-07T03:54:46+00:00June 7th, 2019|Comments Off on Understanding & Communicating Financial Reports

Preventing Church Fraud

Be equipped to effectively detect and deter fraud in your church's financial system. 8 Online Lessions (one per week)Private coaching session with Keith Topics you will explore: Duties of Corporate OfficersPreventing Church Fraud OverviewSegregation of DutiesAccounts Payable SchemesAccounts Receivable SchemesPayroll SchemesCredit & Debit Card SchemesCounting The Offering Course begins August 1, 2019

By |2019-03-19T23:30:44+00:00March 19th, 2019|Comments Off on Preventing Church Fraud

Budgets That Inspire Giving

This eleven week course will transform your approach to budgeting and equip you to communicate your budget to the heart, not just the brain; inspiring generosity towards the mission of your congregation. 11 Online Lessons (one per week)Private coaching sessions with Keith Topics you will explore: Mission & The Bottom LineBudget Planning 101Budget Planning 201Introduction [...]

By |2019-06-07T15:14:38+00:00March 19th, 2019|Comments Off on Budgets That Inspire Giving

Church Treasurer Training (52 weeks) Summer Cohort

This online course offers treasurers just starting and veterans with 52 lessons (20 – 30 minute each) designed to inform and empower local church treasurers with timely training in subjects ranging from budgeting, to taxes, to compliance to deferred maintenance. 52 Online Lessons (one per week) Quarterly Q & A Call with Keith Two private [...]

By |2019-06-07T15:32:43+00:00March 18th, 2019|Comments Off on Church Treasurer Training (52 weeks) Summer Cohort

Church Treasurer Training (52 weeks) Winter Cohort

This online course offers treasurers just starting and veterans with 52 lessons (20 – 30 minute each) designed to inform and empower local church treasurers with timely training in subjects ranging from budgeting, to taxes, to compliance to deferred maintenance. 52 Online Lessons (one per week) Quarterly Q & A Call with Keith Two private [...]

By |2019-06-18T23:37:25+00:00November 25th, 2018|Comments Off on Church Treasurer Training (52 weeks) Winter Cohort

Using QuickBooks Effectively

Receive training that will help you effectively use QuickBooks to manage the finances of your church: 12 online lessons 1 private coaching session with Keith Topics Covered in this course: Security Paying Bills Credit Cards Receiving Donation Year End Receipts Items Vendors & 1099s Tracking Designated Funds in QuickBooks Tracking Grants Payroll Setup Recurring Transactions [...]

By |2019-07-25T22:28:25+00:00March 6th, 2018|Comments Off on Using QuickBooks Effectively

Chairing The Governing Body

This course is designed for Moderators and Church Council Chairs and will provide timely information that will help them define their role and impact during their leadership, ensure they understand the church finances, and more. 12 Online Lessons (one per week) Private coaching sessions with Keith Topics you will explore: Duties of Corporate Officers Directors [...]

By |2019-06-07T15:16:06+00:00March 6th, 2018|Comments Off on Chairing The Governing Body

Pastors & Church Finance

This course is designed to help pastors understand and communicate the roles, duties and responsibilities of church leaders, equip them to assist leadership in asking the right questions to ensure the church leadership protects the church resources and communicates clearly about the church finances. 12 Online Lessons (one per week) Private coaching sessions with Keith [...]

By |2019-06-07T15:16:37+00:00March 3rd, 2018|Comments Off on Pastors & Church Finance

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