The Financial Systems Playbook
Every Church & Ministry Needs

A simple, step-by-step guide to help your ministry clean up chaos, build clear financial systems, and finally feel confident in your numbers.

Get the same strategies
I use with my clients in my

Financial Systems

Playbook

For Churches and Ministries

FREE!!

What This Playbook Helps You Do

Most ministries aren’t struggling because they lack passion — they’re struggling because they don’t have simple, clear systems. This playbook walks you through the exact steps to:

Get clarity on where your financial systems stand today
Clean up scattered spreadsheets, receipts, and inconsistent routines
Build monthly, quarterly, and annual habits that keep you organized
Strengthen stewardship with reliable reports and clear documentation
Confidently prepare for audits, grants, and big opportunities
Move from “reactive bookkeeping” to real financial leadership

Whether you’re the pastor, the admin-turned-bookkeeper, or the volunteer holding everything together… this guide was created with you in mind.

Fix what’s behind now…
before it becomes an even bigger burden.

This is perfect for:

Churches still using Excel
Ministries with inconsistent QuickBooks routines
Organizations with no bookkeeper or overwhelmed volunteers
Pastors wanting clearer reports and stronger stewardship
Teams getting ready for grants, loans, or audits
Anyone tired of “winging it” every month

If you want to stop guessing and start leading with confidence, this is for you.

If your systems feel scattered,
this is your first step toward getting control.

Hey there, I’m Belinda Whitfield — a CPA who has spent over 20 years helping churches and ministries get organized, stay compliant, and build the kind of financial systems that support real growth.

If you’ve ever felt behind, overwhelmed, or unsure if your numbers are right…
this free playbook is going to feel like a breath of fresh air.

Take the guessing out of church bookkeeping —
and start leading with confidence.

What’s Inside the Playbook

Inside this powerful (yet simple!) resource, you’ll get:

A Quick Systems Assessment

Find your starting point in 60 seconds — Stage 1, Stage 2, or Stage 3.

The 10 Plays Every Ministry Needs

Practical steps to build clean books, strong systems, and clear financial reporting.

Monthly, Quarterly & Annual Checklists

No more guessing. You’ll know exactly what to do and when.

Real-World Guidance for QuickBooks Online

Learn what to set up first, what to ignore, and what truly matters.

When It's Time to Ask for Help

Clear signs that oversight or done-for-you support will save you stress and time.

This playbook gives you clarity, direction, and confidence — even if your books are behind or your systems feel messy.

You don’t have to do this alone —
simple systems can change everything.

No matter how behind things feel…
No matter how messy the books are…
No matter how long you’ve put this off…

You can get this under control, and you don't have to do it alone.

Grab your free playbook, take the first step, and let's move your ministry toward clarity and confidence — together.

— Belinda Whitfield, CPA

What are People Saying About Us?

Ashley Drain

6/30/2021

I had an amazing experience working with Belinda and her team at Whitfield & Associates. They are very knowledgeable and friendly. Highly recommend.
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William Simmons

4/07/2025

The Best Tax Consultants and Preparers on the Planet based on my experience! Blessings to these Great People!
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Pastor Terry Wakefield
Potter's House

7/24/2016

I am really glad to have come across Whitfield & Associates and, more specifically, to have had the opportunity to work with Belinda Whitfield.
I came to Belinda with numerous questions concerning a new pay-structure, taxes, deductions, etc. I consider it very important to know and understand that I am compliant in regards to such matters.
Therefore, when it comes to a CPA I really need to sense that he or she is extremely knowledgeable, skillful, and patient with all my questions. Belinda not only impressed me in all three of these areas, but she went up and beyond the call of duty in way of service, instilling confidence, and leaving me with a great peace of mind. I would recommend Whitfield & Associates to anyone who appreciates the kind of quality of service that rises far above the status quo.
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Eric Johnson

3/07/2019

The Whitfield experience was so amazing I really enjoy talking to Ms. Whitfield she's very knowledgeable. I can honestly say I've learned so much from my Whitfield experience that I would cherish this for years to come. Keep up the good work you are so amazing
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RC Shields

9/18/2024

A blessing and very knowledgeable about systems and structures.
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Naomi Rivera

9/18/2024

Belinda is a women of God who is full of God’s wisdom and knowledge, her fire for the Lord is contagious! I had the privilege to sit in her financial class today. Wow! Is all I can say! I am not the same! She did not sugar-coat anything! Thank you for imparting your wisdom, and for equipping us to be better and bigger!! To God be all the glory!
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Bridget Jenkins

9/18/2024

Belinda Whitfield was incredible, she provided us with a “wealth” of information to help us advance forward into millionaire/billionaire status for our organizations and Ministries. It is the will of God to owe no man anything but love, but we must plan for it! We were so blessed to have been a part of this incredible FMA Pastors and Leaders training at Living Word Christian Center! Thank you Drs Veronica and Bill Winston!
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Kingdom Life Christian Center

9/18/2024

Excellent Resorce for 501c3 and Accounting services
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Belinda Kenny

9/18/2024

I attended a presentation by Ms Whitfield. It was excellent! As a result, we plan to contact her so we can make sure the business of the ministry is right so we can be in position to do great things for the Kingdom.
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Thomas Wright (SEERPROPHETTHOMAS)

4/04/2022

This woman Of God has Really helped me with know Problem. Please Give her 100000000 ********************** 🌟Stars
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Mark Cockrell

9/18/2024

I never thought to confess to be a multi million dollar ministry, thank you Belinda
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Equippers Church Romeoville

4/12/2023

Whitfield and Associates Did an absolutely amazing job with the services that they provided for us. They explained everything, answered every question and ensured that every aspect of the service that they were doing for us was properly taken care of. They are absolutely a 5 star business!
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Etonia Carter

8/11/2021

Whitfield & Associates' services are above excellent! They are timely, professional, and proficient. The kits are absolutely spectacular and definitely worth it! Mrs. Whitfield and staff are friendly and courteous! I highly recommend Whitfield & Associates!
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David Contreras

6/02/2023

Whitfield & Associates LLC was very helpful with the information needed for our church. I am grateful for their professionalism, knowledge and time given to us. They answered all the questions I had. We are looking forward to working with Whitfield and Associates. I absolutely recommend them for your accounting and financial needs.
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Fred J

3/07/2019

The Whitfield experience was so amazing I really enjoy talking to Ms. Whitfield she's very knowledgeable. I can honestly say I've learned so much from my Whitfield experience that I would cherish this for years to come. Keep up the good work you are so amazing
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Tami Smith

4/04/2025

Whitfield & Associaes is an excellent company that I highly recommend. Specifically, Belinda Whitfield assisted me to obtain my 501c3 status. She has patient, detailed oriented and explains the process to obtain a 501c3. What I liked about her services is she told me how to accomplish this goal by working in phases 4 phases and what information she would need from me for each phase. She stayed in constant communication with me during each phase until the phases were completed. She answered all questions professionally and ensured I understood all the requirements. It was important to me that I did not have to chase her down when I had questions along the way. She responded each time immediately. Lastly, in regards to payment for her services, she allowed me to make installment payments until the balance was paid for in full. Again, I highly recommend the service of Whitfield & Associates! You will definitely be pleased!!!
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Mensah McCadd

9/18/2024

Belinda Whitfield is such an excellent resource for knowledge! She and her business has provided services necessary to get my Organization to the next level! I would recommend her to any and all serious business owners and taxing some organizations!
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Gail t

5/12/2023

No one ever responded to my inquiries on behalf of my church, at the request of Church Council, for services advertised. Looks like reviews are not a reliable metric for this business.
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Greg Evans

9/18/2024

Really enjoyed the precision and excellence with which she did her presentation. Belinda Whitifield did an excellent presentation. 5 stars
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Michelle Trotter

9/18/2024

I was at the FMA Leadership meeting on 9/11/24. You gave so much valuable information. We really appreciated your session. Thank you for sharing the information.
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