Explore Which Package Best Fits Your Church Bookkeeping Needs
Choose Your Plan
Every church deserves peace of mind and confidence in its finances. Our Church Financial Care Packages are designed to remove stress, ensure compliance, and empower your board to lead well. Choose the level of partnership that fits your ministry — from reliable bookkeeping to strategic financial 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 | ✓ | ✓ | ✓ |
From $625/month. One conversation today can give your church financial confidence for the future.
A Note About Packages: Our Recommendations
While every church has different needs, most of the churches we serve find the Plus (middle) package to be the best fit. It delivers the clarity and consistency churches need without adding new burdens on staff or volunteers. You’ll have weekly bookkeeping with donations and expenses taken care of, timely board-ready reports, and a dedicated bookkeeper who understands church finances inside and out.
For churches that want more hands-on involvement and strategic support, our Partner plan is always available to grow into. And for churches that simply need the basics covered as their internal staff can take care of donations and bills payments, our Core package provides reliable monthly bookkeeping and reporting which is ideal for ministries that just want to stay compliant and current without the extra support or frequency.