Resources

  • Content available to paid subscribers
    • Congregational Stories
    • Budgeting, with a one-page budget template
    • Financial reporting, with sample formats
    • Financial Staffing Model
    • Personnel Resources
    • Procedures Templates: Cash Receipts, Cash Disbursements, Payroll, Reporting
    • QuickBooks Set-up
    • QuickBooks Procedures
    • QuickBooks Tips & Short-cuts
    • Sample Chart of Accounts and List of Funds
    • Stewardship Review Checklist
    • Specific bookkeeping Questions & Answers
    • Tracking Vacation &/or Sick Time in QuickBooks
    • Treasurer Transition Checklist
  • Glossary – various terms important for congregational financial literacy
  • Library of Links
    • Massachusetts Sick Leave Law
    • UPMIFA
    • FASB Statements
    • Helpful organizations

 

USUAL DISCLAIMER: This website seeks to provide current and accurate information about the topics presented. However, it is offered with the understanding that if you need accounting advice, you should contact an accountant who can review your situation personally and offer her or his professional advice.