Fiscal Fitness Plan

Get Organized, Get In Compliance and Get Control of Your Ministry’s Finances!

Sign-Up Today!

Quarterly Financial Check-Ups - Your volunteer or staff bookkeeper will maintain your books on a day-to-day basis.  We will review your financials once per quarter to make sure your accounts are properly reconciled, your transactions are posted properly, your payroll returns are properly prepared, and your books are in order.

Compliance Check-Ups - We will review your financial activity, test your documentation procedures, review your internal control practices to make sure you stay in compliance.

Year End Compliance Check-up – We will perform a year-end compliance check-up for proper 1099 reporting, W-2 reporting, contributions reporting and other compliance areas.

Policies and Procedures Check-Up - We will help you set-up and implement policies and procedures for managing your finance department and policies and procedures for staff and volunteers within your organization.

Minister’s Compensation Check-up – We will review your minister’s compensation package and make recommendations to make sure your ministers are taking advantage of tax breaks available for minister.

Technical Support – Need help reconciling your accounts? Have questions about compliance issues, minister’s taxes, or strategic planning? We’re just a phone call away.  Our CPA/Controller plans come with 4 hours of technical support to use over the course of the calendar year.  Separate and additional support packages may be purchased in 2 hour increments.

Affordable Pricing and Payment Plans – Yes, you can hire a CPA for as little as $600 per year.  Our annual flat fee rates vary based on the size of your organization.  Download our Fee Schedule

Sign-Up Today - Simply print our Fiscal Fitness Service Request form and fax it to our office.  That’s it!  Your On Board!  We will send your first invoice via email.