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

  • 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.

  • Find instructions and important details about claiming a tax reduction on clergy housing. Find it HERE.

  • Check out the CRA for charities listings, to register and run a charity, and charitable tax credits description. Find it HERE.

  • 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

  • An image of a What to Keep document on a desk.

    What to Keep

    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.

  • A cloud with files leaning against it.

    Cloud Bookkeeping Readiness Checklist

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

  • Hand holding a phone that says "Make a Donation".

    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.

  • Blocks with checkmarks topped off with a maple leaf.

    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.

  • A person working at a desk looking at a computer monitor displaying a financial spreadsheet with tabs labeled 'Transaction,' 'Payroll Tracking,' and 'PSB Rebate.'

    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.

  • A woman working on her laptop inside a cozy cafe with a brick wall, a plant, and a large window showing a snowy outdoor scene.

    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.

  • Church Finance Quick Guide with instructions on asking finance questions, submitting expenses and reimbursements, and making purchases.

    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.

  • Church finance quick guide with sections on who to ask, submitting expenses, and making purchases.

    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.