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For churches and non-profits
Everything in Priority Monthly Bookkeeping, plus budgeting, forecasting, internal controls and a scheduled hour with your accountant every month.
Overview
Most growing churches and non-profits reach a point where the question stops being what happened last month and becomes what happens next year. Answering that well takes someone who can build a budget, model a forecast, read the trend and tell your board what it means. Hiring that person full time is often out of reach. This is the alternative.
The bookkeeping underneath is the full Priority service. On top of it sits budget creation, forecasting, trend analysis and financial commentary, high-level strategic planning, and advising on internal controls, policies, procedures and compliance. Accounts payable includes five on-demand payments a month when sent before noon Eastern, accounts receivable tracking extends to fifteen invoices, and invoices more than sixty days outstanding get a follow-up.
Every month there is a scheduled one-hour video call with your accountant. That hour can be a financial statement review, a forecasting session, planning, strategy, or simply the questions you have been saving up. Up to three people on your team can be in the conversation.
What’s included
Budgets built with you, forecasts you can plan against, and trend analysis that explains what the numbers are doing.
One hour of video every month, used for statement review, planning, strategy or whatever you need it for.
Advice on the controls, policies, procedures and compliance that keep a growing organization out of trouble.
High-level planning support for the decisions that sit above the monthly close.
Keep exploring
If this is not quite the fit, one of these usually is.
Cash-basis monthly bookkeeping closed by the 25th, built for smaller churches and non-profits.
Learn moreCash or accrual, closed by the 10th, with custom board, department and cash flow reporting.
Learn moreFor businesses under $250,000 in revenue, closed by the 20th on a cash basis.
Learn moreCommon questions
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