A cleanup alone fixes last year's mess; six months later the same problems creep back, because nobody changed how the books get done. This is the full reset: your file repaired and reconciled, your funds set up correctly, your treasurer trained one-on-one on the monthly rhythm, and a written SOP manual for your church — so the process survives the next volunteer handoff. One flat price you see before we start.
Free 20-minute fit call · no obligation
Twenty minutes, no obligation. We look at your books together, and you get one flat number in writing before any work starts. Most engagements land between $1,500 and $3,000; if your books are already clean and you only need the training and manual, it starts around $750.
Your file repaired and reconciled, every fund labeled restricted, designated, or general with honest starting balances, and the monthly workflow set up in your software (or our Fund Accounting Kit workbook) — a foundation your treasurer can actually run.
One-on-one sessions with your treasurer on the monthly rhythm — reconcile, enter, report — plus a written SOP manual specific to your church: every step, every account, every "what do I do when." Then 30 days of email support while it becomes routine.
Big cleanup firms quote $2,000 to $18,000, put junior staff on your file, and hand back clean books with no one trained to keep them that way. Hourly bookkeepers are honest — but you're signing a blank check, because nobody knows the hours until the mess is open.
Here the price is flat and it never changes mid-job, no matter how long it takes. And the deliverable isn't just clean books — it's a treasurer who knows the monthly rhythm and a manual that survives volunteer turnover. Our practice keeps the books for an active church in Montana; the SOP manual we write for you is the same discipline we run ourselves, every month.
Clean books are the start. Books that stay clean are the point.
Most full engagements — cleanup, setup, training, and the SOP manual — land between $1,500 and $3,000 as a one-time flat fee, depending on how far behind the books are and how many funds are involved. Books already clean? Training plus the manual starts around $750. Either way you get the exact number in writing before we start — and it doesn't change.
A written, church-specific procedures manual: the monthly close checklist in order, how each account gets reconciled, how each fund is labeled and why, how transfers between funds get documented, and what to do in the situations that used to cause panic. When your treasurer hands the books to the next volunteer, the manual goes with them.
QuickBooks Online (as a certified ProAdvisor), our Fund Accounting Kit workbook, or most church accounting software. If your current software is fighting you, the fit call is where we'll say so — and price the move.
Yes. I'm based in the Bitterroot Valley and work with local churches in person, but cleanups and training happen remotely for churches anywhere in the US.
Some treasurers do — and we teach the how-to openly. Start with the free fund-accounting guide and the $59 Fund Accounting Kit. If you get stuck halfway, the flat quote is still here.
Most churches move onto the Month-End Check — you keep the books, we check them monthly — so the file never degrades again. No pressure either way — the training stands on its own.
Start with the free 20-minute call. You'll leave with an honest read on your books and a flat quote in writing — whether that's the full reset or just the training.