For nearly a decade, Finch Accounting has had the privilege of partnering with over 160 ministries around the U.S.—from local churches of 500 to multi-site regional congregations with over 5,000 members. Many church leaders come to us feeling overwhelmed by the challenge of managing finances, particularly when making the shift from volunteer bookkeepers to professional accounting services.
My name is Mason Trueblood, and as a long time member of the Finch team, I’ve watched firsthand the game-changing impact Finch has made on churches. Time and time again we have transformed churches’ bookkeeping, taking church leaders from a place of being overwhelmed to feeling empowered and secure in their financial futures.
The best part is that our services cost less than hiring a finance staff person or accountant. This saves churches a lot of extra expenses while providing a team of experts at your fingertips.
Let me take you on a quick trip of how we can help your church as well.
Understanding Your Church: Looking Back to Move Forward
Truly helping your church begins with understanding their unique financial history. We start this process by:
Gaining insights by meeting with current or previous financial team members
Learning more about your mission and goals
Studying your financial history by reviewing previous records
Familiarizing ourselves with recurring expenses
Analyzing income streams, such as tithes, rental spaces, investments, etc.
This holistic approach lets us preserve essential financial knowledge while also aligning with the church’s vision for the future. By understanding what your church wants to achieve, we tailor our financial strategies to support day-to-day operations. At the same time, we build a strong financial foundation so you can reach your unique goals.
More Than Bookkeeping: Turning Financial Data into Ministry Strategy
At Finch, we provide you with monthly reports that go far beyond standard bookkeeping. They’re designed to offer a clear view of your financial health and provide insights that allow you to plan effectively.
For example, one of the cornerstones of our reporting is our budget vs. actuals report. Instead of getting just a list of numbers offered by most accounting services, you’ll have a clear picture of your church’s financial health at a glance.
And to keep you prepared to face future needs, we also include a forecast trend line that shows where your finances are headed, enabling you to make decisions about the future with confidence.
Detailed Financial Reporting: A Health Check for Your Church
Next up is our income statement, which dives into your church’s cash flow in a way that’s directly aligned with your goals. With this detailed breakdown, you’ll know that every dollar supports the mission that matters most to you.
You’ll also receive a balance sheet which functions as a quick financial health checkup. It’s designed to give you an understanding of assets, liabilities, and overall cash flow, helping you see exactly where your church stands.
Spotting Trends Before They Become Challenges
Our financial metrics page is where Finch truly shines. Compared to other church accounting firms that just hand over raw data; we provide actionable insights that empower you to make informed choices.
As we highlight trends in both income and expenses, you’ll be able to identify potential issues before they turn into problems. This early visibility makes it possible for you to adjust, adapt, and stay aligned with your ministry’s long-term goals.
Monthly Consultations: Turning Data Into Strategic Decisions
On top of all of the reports you’ll receive, our commitment to your church’s financial health extends to personalized support. Every month, our team of financial experts meets with you to review and interpret your data. We’re here to make sure you understand what the numbers mean for your ministry and guide you in using this information to make strategic decisions.
From payroll to strategic planning , we handle the details so you can focus on what really matters—serving your community and growing your ministry.
Lead with Confidence, Empowered by Financial Clarity
Our goal at Finch is to empower you with the financial clarity to lead with confidence. We believe that when you have the tools and insights to make informed decisions, your ministry’s impact can grow exponentially.
So, are you ready to step into leadership with the assurance that your finances are not just in order but actively supporting your mission?
Set up a no-cost consultation to learn how Finch can help transform your church’s financial management. Let us empower you to make the best possible decisions for your ministry and community.
Corey has 10 years of professional experience in financial planning and analysis. His previous areas of focus involved helping launch the Financial Services department of a large government contractor, where he developed the various reporting and budgeting systems.
Corey also actively manages Shorebird, a Registered Investment Advising firm that focuses on Financial Advising, Planning, and Investment Management for clients. He is also an adjunct finance professor at the University of California, Riverside for their graduate-level programs.
Corey received a B.A. in Business Administration at the California State University, San Bernardino; a Masters in Business Administration and a Masters in Finance from Indiana University’s Kelley School of Business.
Jonathan has more than 7 years of professional experience in corporate taxation and strategy with both public and private companies. His industry experience includes entertainment, church finances, medical device, and technology. Jonathan is also an adjunct professor at the University of California, Riverside (named a Best Business School by Princeton Review and named a Best Undergraduate Business School by Businessweek) and speaks at conferences on topics such as leadership and management.
Jonathan is a graduate of the University of California, Riverside and an MBA candidate at UCLA Anderson School of Management. He is a licensed Certified Public Accountant (CPA) in California.
Jonathan previously worked at PricewaterhouseCoopers, LLP where he specialized in corporate taxation.
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