Free resource
Free Assessment
Start with the 12-question Take Inventory assessment.
Use these resources to create a practical next step.
Each download is designed to help your pastor, board, finance committee, staff, or volunteers move from uncertainty to a clearer conversation. The resources are educational tools,not an audit or a substitute for a tailored consulting engagement.
Each download is designed to help your pastor, board, finance committee, staff, or volunteers move from uncertainty to a clearer conversation. The resources are educational tools,not an audit or a substitute for a tailored consulting engagement.
Free resource
Free Download
Print and share the Take Inventory assessment with your board or finance committee.
Free resource
Church Financial Operations Starter Kit
A practical starting point for pastors, executive directors, and finance leaders. Includes a leadership snapshot, control and continuity check, and meeting conversation starters.
Free resource
Church Budget Planning Worksheet
Use this worksheet to connect ministry priorities, income assumptions, monthly timing, and budget-to-actual decisions. Includes planning prompts and a 12-month review table.
Free resource
Monthly Financial Close Checklist
Build a dependable monthly rhythm for reconciliations, payroll review, reporting, variance follow-up, and clear ownership. Includes a task and timing tracker.
Free resource
Finance Committee Meeting Packet
Help a board or finance committee move from receiving reports to understanding them. Includes a meeting agenda, leadership questions, and action tracker.
Free resource
Internal Controls Self Check
Identify where approvals, access, reconciliations, cash handling, documentation, or staff transitions may need attention. Includes a Yes, Partly, or Not yet review table.