Resources
We are consistently developing new resources for you to take advantage of in maintaining your church finances. Check out our free downloadable content and helpful links designed to make your financial management clear and concise.
Helpful Links
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Learn to set-up, manage, and improve your charity’s financial system through the 10-module, online, self-paced Charity Finance Course! Find it HERE.
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Find instructions and important details about claiming a tax reduction on clergy housing. Find it HERE.
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Check out the CRA for charities listings, to register and run a charity, and charitable tax credits description. Find it HERE.
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A team of accountants, HR practitioners, and other ministry specialists help operate this charity help you more easily handle the complexities of ministry work so that you are free to focus on your mission. Find it HERE.
Free Downloads
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Donation Software Comparison Chart
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.
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CRA Compliance Checklist for Churches
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.
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Church Bookkeeping Excel Workbook
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.
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Sample Chart of Accounts
A clear, organized chart of accounts makes reading your Profit & Loss Statement easier. Download our free sample of a Church Chart of Accounts.
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Church Finance Quick Guide (Fillable PDF)
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.
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Church Finance Quick Guide (Word Doc)
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.