Consulting & Training

Training & Consulting for
God-Honoring Stewardship

Alongside our core payroll and bookkeeping services, our team of CPAs and consultants helps church and nonprofit leaders make confident financial and governance decisions. Every engagement has one aim: to give your leadership the clarity and structure to steward well, and to leave your team stronger than we found it.

Built & Reviewed by CPAs

Tax-sensitive and compliance work is reviewed by our CPAs before it ever reaches your board.

Clear Pricing, Agreed Up Front

Every engagement is priced and agreed in writing before any work begins, whether a flat fee or a simple hourly rate.

We Equip, Not Just Deliver

You keep the models, guides, and frameworks we build with you, and we stay alongside you to support the ongoing work.

Nine Ways We Can Partner With You

Every engagement is scoped and priced in writing before work begins. Jump to any offering below for the details.

Training & Ongoing Support

Live training and a continuing partnership over time.

Consulting Engagements

A defined project with a clear start, finish, and deliverable you keep.

01Virtual or Onsite

Budget Process Consulting

Virtual or onsite, building a budget that funds your plan, not last year's numbers.

Our consulting team works alongside you across two full days, virtually or onsite. Day one is annual planning; day two is budgeting to fund that plan. You leave with a working budget framework tied to your direction, and a process you can repeat every year.

You Receive

Budget framework & process

Investment

Onsite $2,500/day + travel · Virtual $500/day

Timeline

2 full days

Your Role

Active

02One-Time Project

Compensation Study

Know whether you're paying your ministry staff fairly, and be able to show it.

We benchmark each role you choose against comparable churches and published salary data, then organize the results into a clear compensation grid by ministry layer. Our CPAs review the pay, housing, and tax components, giving you the clarity to pay your team with generosity, faithful stewardship, and honor for the work they do.

You Receive

Summary report & comp grid

Investment

$750 flat fee

Timeline

About 4 to 5 weeks

Your Role

Light

03One-Time Project

Internal Controls Assessment

A clear-eyed review of your financial controls: who handles what, where duties should be separated, and how to close the gaps.

Our team assesses how your church receives, records, and safeguards funds, then delivers a written report with CPA-approved recommendations. It isn't an audit; it's a practical roadmap to build integrity, guard against fraud or theft, and strengthen your ministry for God-honoring stewardship.

You Receive

Assessment report & recommendations

Investment

Quoted by scope

Timeline

About 4 to 5 weeks

Your Role

Light to moderate

04One-Time Project

Cash & Donation Forecasting

Project your cash and giving months ahead, so you can plan before a shortfall becomes a crisis.

We build a forecast model from your accounting and giving data, separating operating from restricted cash and modeling donations with their seasonal swings. You keep the model; we walk you through how to read and update it.

You Receive

Excel model & walkthrough

Investment

$125/hr · agreed retainer

Timeline

About 4 to 5 weeks

Your Role

Moderate

05One-Time Project

Financial Review Consulting

We equip your leaders to read your financials with confidence.

We sit down with your team, walk through your real statements, and show you the handful of numbers that signal financial health. You'll learn to read them, and to communicate the picture clearly to your board and congregation.

You Receive

Reading guide & sessions

Investment

$125 / hour

Timeline

About 4 to 5 weeks

Your Role

Active (teaching)

06One-Time Project

Bylaw Creation or Review

Create new bylaws or sharpen your existing ones, built on industry best practices.

Whether you're writing bylaws for the first time or updating ones you've outgrown, we work from industry best practices and align everything with IRS requirements and nonprofit norms, flagging gaps, unclear items, or outdated language along the way. You receive clear bylaws your board and attorney can act on quickly.

You Receive

Drafted or revised bylaws

Investment

$500 flat fee

Timeline

About 4 to 5 weeks

Your Role

Light

"Moreover it is required of stewards that they be found faithful."

1 Corinthians 4:2

Training & Ongoing Support

Live training and a continuing partnership over time.

07Tailored to Your Team

Onsite Trainings

Custom, in-person training for your finance team and executive leaders.

From a lunch workshop to a full-weekend intensive, we shape a session to your church and lead it onsite: Finance Team 101, Church Plant Finance, Budgeting Workshops, and more. Includes 50% off our online courses.

You Receive

A live, tailored training

Investment

From $2,500/day + travel

Format

Onsite, half-day to weekend

Your Role

Active

08Ongoing

Ongoing Coaching

A steady monthly check-in for your finance team or leadership.

For churches that want a continuing relationship rather than a single project, we hold scheduled monthly coaching sessions, a reliable place to bring questions and keep momentum over time.

You Receive

Monthly coaching sessions

Investment

$125 / hour, ongoing

Cadence

Monthly

Your Role

Ongoing

09Beyond the Numbers

Dashboards & Communication

Custom dashboards and communication strategy that bring your ministry's health into clear view.

Go beyond the financials with custom dashboards that join ministry metrics to your numbers, plus tech-stack and communication consulting. One dashboard shows ministry and finances together; additional consulting is $125/hour. See examples and pricing on our dashboards page.

You Receive

Dashboard build or consulting

Investment

Build from $750 · $125/mo upkeep

Focus

Ministry health

Your Role

Varies

A Note on Pricing

The fees shown are our standard starting points. We confirm the exact scope and total with you in writing before any work begins.

Not sure what you need?
Reach out, and we can help!

Tell us where your church or ministry is, and we'll point you to the right next step, or simply listen. Someone from our consulting team will advise you from the first conversation forward.

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