

If your church has paid staff, volunteers, offerings, ministry spending, special funds, or designated funds, this checklist will help you see where your financial process may be exposed.
You have one trusted person handling most of the money process.
You are not 100% sure bank accounts are reconciled every month.
Your board receives reports, but not everyone clearly understands what they mean; (Does your board receive monthly reports???)
Paid staff, volunteers, contractors, reimbursements, or love offerings are being handled without a clear system. 4
You have restricted funds, building funds, missions giving, or special offerings that need to be tracked separately
You are not fully confident that payroll, payments, and documentation are being handled correctly.
Money coming in
Money going out
Paid staff and volunteer payment processes
Payroll and contractor documentation
Board reporting
Reconciliations
Restricted and designated funds
Financial accountability

A missed bookkeeping issue usually does not show up on Sunday morning.
It shows up later as a payroll notice, a board question, a donor concern, an unclear report, or a financial mess that costs more to clean up than it would have cost to prevent.
Your church deserves clean books, clear reports, and financial systems that protect the ministry, the leadership, and the people who give faithfully.
