Explore Which Plan Best
Fits Your Church
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Each package delivers accurate, timely church financials with the level of partnership your ministry needs, from reliable compliance to strategic stewardship.
Bookkeeping Solutions — Church Packages
| Feature | Core | Plus | Partner |
|---|---|---|---|
| Services | Your financial foundation, handled with care. | Ongoing clarity and consistency every week. | Trusted financial support for confident decisions. |
| Quality-Assured Bookkeeping | Monthly | Weekly | Weekly |
| Board Ready Reports | By Day 25 | By Day 18 | By Day 14 |
| Payroll with Clergy Expertise | ✓ | ✓ | ✓ |
| Verified PSB Rebate & Compliance Support | ✓ | ✓ | ✓ |
| Modern, Paperless Expense System | ✓ | ✓ | ✓ |
| CRA Donation & Tracking Receipting | — | ✓ | ✓ |
| Restricted Fund Clarity Reports | — | ✓ | ✓ |
| Complete Annual Audit Assistance | — | ✓ | ✓ |
| Budget Support & Guidance | — | ✓ | ✓ |
| Custom Board Reporting Dashboard | — | — | ✓ |
| Priority Month-End Scheduling | — | — | ✓ |
| Monthly Review & Board Prep Meeting | — | — | ✓ |
| Annual Finance Strategy System | — | — | ✓ |
| Support | |||
| Dedicated Bookkeeper | ✓ | ✓ | ✓ |
| Finance Insights Newsletter | ✓ | ✓ | ✓ |
| Email Support Response Time | 3 Business Days | 2 Business Days | 1 Business Day |
| Zoom Meetings | — | 4/Year | 1/Month |
| Software | |||
| Dext (Receipt Management) | ✓ | ✓ | ✓ |
| Secure Client Portal | ✓ | ✓ | ✓ |
| Loom Support Tools | ✓ | ✓ | ✓ |