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Modern Office

ACCOUNTING

​Lets get things started

  • Set up a meeting

    • Pastor/Treasurer​

  • Discuss your current system

    • What is your accounting software​

    • Reporting needs

    • Existing procedures

  • Talk about possible solutions

  • Make a decision

    • Draft a contract

    • Get to work

​​

The Process: Services

CLERGY TAXES

Let's get things started​

​

  • Review of prior year tax return

  • Draft a contract

  • Gather information

  • File your return

  • Plan for the future

taxes 3.PNG
The Process: Services
security 6.PNG

SAFETY &
SECURITY

​Lets get things started

  • Set up a meeting

    • Pastor/Church Board​

  • Talk about possible solutions

    • Policies​

    • Procedures

    • Security Measures

  • Make a decision

    • Draft a contract​​​​​

    • Get to work

​​

The Process: Services

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