For most churches, finances are often managed by long-term, trusted volunteers or bookkeepers. Not only are they responsible for budgets and reports, they also carry a ton of important insider knowledge.
So, when your church finance person retires, it’s more than just a team change—it’s a transition that can affect the entire church.
Such transitions can be challenging, but they don’t have to disrupt your peace of mind. Finch Accounting makes sure that when your bookkeeper retires, your church experiences a smooth and seamless transition to securely keep your finances on track.
The Challenge: Losing Valuable Insights
Our team of experts at Finch have seen this happen over and over. A dedicated financial volunteer steps down, leaving behind years (or even decades) of experience. They know the ins and outs of your church’s finances—the details of every budget, donor information, where the petty cash lockbox key is kept, and more.
Think about it—churches facing transitions in their finance team have a good chance of facing disruptions in financial operations (like payroll and accounts payable), financial reporting, or even inaccuracies in accounting.
Finding a qualified candidate, checking their background, and getting them up to speed can easily take several months. This delay causes stress for church leadership and introduces risks that can threaten your church’s financial integrity.
The Solution: Finch Accounting Keeps Everything on Track
At Finch Accounting, we understand the unique financial needs of churches, and we’re here to step in during these times of transition. Our team of experts work with over 160 churches in 35 states. Our services are set up to ensure continuity, so that your church’s finances remain stable and properly managed, even in the face of major personnel changes.
Here’s how we do it:
We’re Quick Learners
We work closely with your church’s retiring bookkeeper or volunteer finance person to ensure a thorough transfer of knowledge. We preserve the financial history and records, making sure nothing important is lost in the transition. In other words, no detail is too small—we want to know it all.
We’re More Affordable than Hiring New Staff
Churches are often surprised that our services are more affordable than hiring a dedicated bookkeeper. And instead of having just one person on your team, you’ll have a team of seasoned accountants and financial strategists to work with and benefit from.
We Create Seamless Transitions
Bills still need paying, payroll needs processing, and those important reports won’t write themselves. After your initial free consultation, Finch Accounting steps in quickly to keep your financial operation wheels going—whether it’s managing payroll, generating reports, or handling donor contributions.
We Provide Expert Financial Management
Our team brings decades of professional expertise, so you can rest assured that your church’s finances are handled accurately and with care. From reconciling accounts to preparing financial statements, you’ll have peace of mind knowing your church’s financial health is in good hands.
We Update Your Systems and Strategies
We’ll modernize your financial systems where needed, but we also know the value of a face-to-face chat. Every month, we’ll sit down with your leadership team to break down those numbers into real, ministry-impacting insights.
Working with Finch isn’t just about weathering the storm of transition. It’s about setting your church up for long-term financial health and smart decision-making. We’re not just here to balance the books—we’re here to help you understand them, use them, and let them guide your ministry into the future.
Ready for a smooth transition?
Whether you’re facing an upcoming retirement or already in the middle of a transition, Finch Accounting is ready to help. We know that keeping your finances moving smoothly is essential to the life of your church, and we’re here to make that happen.
To learn more about how Finch Accounting can step in and support your church, contact us today for a free consultation. We’ll walk through your current situation, provide recommendations, and work with you to ensure that your church’s finances remain strong, stable, and positioned for future growth.
Your ministry is too important to be interrupted by financial uncertainty. Let Finch be your partner in managing the transition and securing a bright financial future!
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.
Sorry, the comment form is closed at this time.