Having been enmeshed in the church financial world since 2003, I'm trying to share some of what I'm learning. I'm also happily married with three kids. Weekly I forget my age to play co-ed volleyball.
One of the most important factors in determining if a church or ministry will succeed is if they have a clear sense of purpose (i.e. they know their why). In this post I share my Why.
QuickBooks can be a pain to use for budgeting. Even the tool is hidden away. In the church world, budgets are rarely optional. In this post I go over setting up a budget and the importance of setting up a secondary budget to make year-end projections.
For a pastor, how do you know if you are setting aside enough for taxes? Whether you’re a new clergy or maybe you just want to be able to double check, this post will help you answer that question.
Accountants and bookkeepers expect detailed receipts for all purchases turned in timely. Pastors expect prompt reimbursements. Even though this sounds simple, this ends up being a great source of strife in the church office.
I’m kind of an Excel nerd. I love creating spreadsheets. I’d rather do that than almost anything else. Over the years, I’ve created some hundreds and hundreds of spreadsheets. Here are my favorites.
This training is normally just available to new clergy in the Dakotas UMC, but I thought it would be beneficial for any clergy or anyone who deals with clergy taxes. Enjoy!
With CD rates being so poor and the number of churches receiving large sums of money (bequests, rebates, PPP Loans, etc), I’ve been receiving more questions than usual about the difference between an Investment Account and an Endowment. I try my best to make it simple here.