Not every client needs everything. We'll figure out together what makes sense — and pricing is always customized to your situation.
Before we can move forward, we need to know where things actually stand. This is where most engagements begin.
I can help you build a chart of accounts that actually reflects how your organization runs — designed around how you make decisions, not a generic template.
Businesses & churchesIf your books are behind or full of miscategorized transactions, I can assess what's there and clean it up. You'll get a clear “State of Your Books” summary when I'm done.
Businesses & churchesStarting from scratch? I'll set up your QBO account the right way from the beginning — chart of accounts, settings, and integrations all dialed in for your organization.
Businesses & churchesOngoing reconciliation plus a plain-language narrative every month — not just numbers, but what they mean and what to watch next.
Consistent, accurate bookkeeping every month. Every transaction categorized correctly. Every account reconciled. No surprises at year end.
Businesses & churchesEvery month you get a report with a narrative — written clearly enough that your whole team or congregation can read it and understand it. Most bookkeepers don't do this. I do it every month, for every client.
Businesses & churchesAccurate, on-time giving statements for every donor — plus 1099 preparation for small businesses at year end.
Businesses & churchesOnce your foundation is solid, we build on it. These services help you go from knowing your numbers to acting on them.
I can help you build an annual budget and review it against actuals every month — so you always know where you stand and can course-correct early.
Businesses & churchesBring your question, your challenge, or your decision — and let's talk it through honestly, without jargon or a hidden agenda.
Businesses & churchesA web-based operations hub built around how your organization actually runs. Scheduling, care coordination, volunteer management, event calendars, directories, and more — one clean mobile-friendly tool instead of spreadsheets and group texts. Built custom and deployed for you.
Businesses & churchesI help businesses and churches build an intentional generosity strategy their people can actually rally around. We'll identify nonprofit partners that align with your values, structure your giving, and get your team or congregation involved. Most consultants don't touch this. I love it.
Businesses & churchesEverything above applies to churches too. These services address the unique needs of church finances and congregation engagement.
Plain-language reports your whole church family can read and understand — not just your leadership team.
Preparation, reports, and guidance for your finance team so they feel confident and prepared when presenting to leadership and congregation.
Making sure ministry-specific funds are tracked separately and reported accurately so nothing gets commingled.
Tools and guidance to help your congregation understand biblical stewardship and engage more intentionally with giving.
An annual budget built around your mission — not just last year's numbers.
Accurate, on-time giving statements for every donor by January 31 — every year, without fail.
Take the free Church Financial Health Check and find out in 4 minutes.