Your Chief Financial Officer
Your Affordable Partner Specializing in Helping You Understand
Your Organization's Finances.
Treasury Services for Religious Organizations
We offer outsourced Treasury functions so that your organization can focus on the growth of your ministry.
The Treasurer services we offer include:
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Reviewing bookkeeping entries for accuracy especially donations being assigned to proper categories
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Present reports to governing bodies
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Review bank reconciliations and sign off
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Ensuring 1099’s and W2’s are prepared and sent out in a timely manner
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Review payroll practices and assist in obtaining outside vendors as required
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Review insurance coverage including property and workman’s compensation
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Ensure timely payments of accounts payable
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Recognize changes occurring with your church and making recommendations on how to address them
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Prepare reports for governing bodies
We can provide many of these services remotely.