Taking The Mystery Out of the Closing Process
Pastors, in this post I’d like to answer questions you may have concerning closing the books. Such as, “What does it take to close the books? What does this process […]
Robert
Closing Checklist Examples
This is a companion post to my post “Free Closing Checklist Template”. [See that post here]. I decided it may be helpful to provide TWO EXAMPLE checklists to give you […]
Free Closing Checklist Template
So you are in charge of closing the books. Having a checklist is a solid control in any process, and is no different here. I mean, if you desire your […]
Free Margin Planning Model
In this my 3rd and final post about Planning for Margin, we’ll take a look a the Margin Model I use to get the “Pre-Budget” conversation started. The model is […]
Planning for Margin – Part 2
In my last post, we talked about Planning for Margin before diving into the budget process. [See that post here]. To start, let’s define the Margin Equation: Total General Budget […]
Planning for Margin, Part 1
Someone told me once, “You can’t see it till you see it”. MARGIN Today I want to start unpacking a model I use in helping church leadership “see it”. Before […]
SOD and the AICPA.
Alrighty. SOD is a big term. Following is an excerpt from the AICPA website that does a pretty good job in explaining what it is and why it matters: Segregation […]
My Turn for SOD
Ok, so you read about Segregation of Duties (SOD)from the AICPA. (see that post here). My turn. Imagine the one who enters invoices for payment and writes the check. Imagine […]
4 Essential Steps Before Starting the Budgeting Process
Ministry Planning is so much more than consolidating departmental budgets and making adjustments to arrive at a final budget. Vision, Mission and Strategy are key. I will assume your church […]
How I Use My Excel Ribbon
Alrighty. Sometimes, it’s the small things that can make all the difference. The first thing you need to set up in Excel is the Ribbon. It’s located in upper left […]