Your Free Bookkeeping Resource Library

You, your treasurer, or anyone in financial leadership can use this guide to confirm that work that should be done, is being done.

Provide clear, consistent, and compassionate guidelines for offering financial assistance to individuals and families in need.

Use this checklist to ensure your church’s books are reconciled and complete at the end of each month.

This guide helps you know what church records to keep and how long to keep it. Proper record-keeping gives you peace of mind and protects your church if the CRA ever comes calling.

Thinking about moving to cloud bookkeeping? Download our free checklist to double check that you’re ready to go.

Presenting Donation Software to your board or staff? Download our free Donation Software Comparison to help you compile what you need to make the best decision for your church.

While churches don’t pay taxes, there are still some important deadlines that churches need to meet.  Download our checklist to check off those deadlines.

If you’re working with a tight budget and fewer transactions, Excel can be a simple and cost-effective solution. I’ve created a downloadable Excel workbook designed specifically for church bookkeeping.

A clear, organized chart of accounts makes reading your Profit & Loss Statement easier. Download our free sample of a Church Chart of Accounts.

A clear, easy-to-follow resource to help staff and volunteers handle expenses, donations, reimbursements, and budgets with confidence.

Whether you're submitting receipts, planning an event, or receiving donations, this guide walks you through best practices so nothing gets missed—and everything is done with integrity.

A clear, easy-to-follow resource to help staff and volunteers handle expenses, donations, reimbursements, and budgets with confidence.

Whether you're submitting receipts, planning an event, or receiving donations, this guide walks you through best practices so nothing gets missed—and everything is done with integrity.