Free worksheet · For church treasurers

Do your funds tie? Find out in five minutes.

Your church's fund balances should add up to exactly what the church has, minus what it owes. If they don't, the board is making decisions from numbers that can't be trusted. This free worksheet shows you which is true for your church — and where the weak spots are. Written for treasurers and volunteers, not accountants. Free 5-page PDF, straight to your inbox.

Do Your Funds Tie? worksheet — first page preview

What's inside

The tie-out test — a fill-in worksheet that compares what the church has to the total of your fund balances, line by line
How to read your result, and the five usual reasons funds don't tie
A twelve-question scorecard on reconciling, funds, board reports, and procedures
What your score means: books in good shape, time for training, or time for a cleanup

You'll also get occasional plain-English fund accounting tips. Unsubscribe anytime, no hard feelings.

Already know they don't tie?

That's what Cleanup + Training is for: the books put right, your treasurer trained one-on-one, and a written manual so they stay right. See how Cleanup + Training works →