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Intro To Church Finances: 

Building the Foundation for IRS Compliance and Accurate Reporting Procedures

The most comprehensive program available to help you learn the basics of church finances.

This is the exclusive step-by-step program designed to educate you on the qualities and responsibilities of a church treasurer/bookkeeper, equipping you to establish a successful church finance office.


Gain foundational knowledge in church bookkeeping principles, ensuring IRS compliance and fostering financial transparency within your church community.

Before I tell you about this program, let's make sure you're a good fit.


You are right for Intro to Church Finances if you realize that you just don't know what you don't know and you want to know everything you can to ensure your church is protected and has a solid financial foundation on which to grow.

Intro to Church Finances is right for you if you're tired of the frustration and overwhelm that comes with trying to keep up with IRS regulations and all the other governmental changes that affect church finances and payroll reporting procedures.

If you are...

 A church treasurer who got nominated for the position because you weren't there when the vote was cast

 A church bookkeeper who has experience in the secular world and quickly found out that church bookkeeping and payroll is a whole different ballgame

 A willing volunteer with a servant's heart who stepped up when no one else would fill the position and quickly realized you are in over your head

A bookkeeping/tax professional who wants to take on church clients and serve them with excellence


You're in the right place!

Intro to Church Finances will give you the tools and encouragement you need to utilize and maximize the God-given talents and skills needed to serve His church with confidence.

By the end of this program you will have...

Nailed Down the Job Description

for your church treasurer and/or bookkeeper that includes the necessary qualifications and responsibilities

Validated the Tax-Exempt Status of Your Church

making sure that your church members are protected  and eligible donations are tax-deductible

Developed a Budget to Gauge Your Church's Financial Needs

in compliance with IRS requirements and helping to facilitate financial transparency within the church body

Crafted the Essential 
Policies & Procedures 

your church needs to build a solid foundation for effective and efficient daily operations

Expertly Prepared Your Church Financial Statements

along with the ability to confidently explain what that data means to your staff, other leadership and members

Ensured IRS Compliance in all Financial Reporting Processes

including payroll reporting procedures to the IRS on a monthly, quarterly and annual basis


"Michelle is an expert in church finances and I am so happy to have found her! I love her style, delivery and teachings. I have learned so much listening, taking notes and feel confident sharing this knowledge." 


"Michelle has a passion to help churches and address and cover hard-to-find information!  She loves the Lord and loves helping people and churches find the resources they need. This is an amazing tool and you can feel and hear her heart to serve!"


"I  am enjoying learning through the FB posts. I started my job as church financial manager with very little experience or training. This has been SUCH a blessing for me to ask questions and learn so much!"


Plain and Simple: Intro to Church Finances helps you 
Protect Your Church and It's Officially OPEN for Enrollment

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What's Inside Intro to Church Finances

Module 1

The Church Treasurer/Bookkeeper

Module 2

Basic Office Set up

Module 3

Church Bookkeeping Basics

Here's why it pays to learn from someone who's gone before you -- I know exactly what it's like to take the church finance role and suddenly realize just how much you don't know. In this module, we're going to get crystal clear on the qualities and responsibilities this vital position entails. 

We'll set you up for success by getting you clear on the right person for the job.

Module 1 Highlights:

  • The personal & professional qualities and attributes needed by your church bookkeeper and/or treasurer 

  • The expected responsibilities of the position as well as any Ex-Officio duties

  • Clear guidance on whether your church needs to file for the official 501c3 status

In this module we focus on getting your finance office set up to help ensure it runs as smoothly and efficiently as possible.

We'll set you up for success by getting some foundational policies & procedures in place... including some helpful templates!

Module 2 Highlights:

  • A budget process that works for your church and eases the stressfulness of the task

  • Step-by-Step guidance on four essential policies & procedures your church NEEDS to have in place

  • Available software options to help you choose the right software for your church

In this module we focus on the unique nuances and idiosyncrasies of church bookkeeping.

We'll set you up for success by covering the basics of bookkeeping in general, and dive into those principles specific to churches.

Module 3 Highlights:

  • Easy to understand explanation of double-entry bookkeeping and the rules for debits & credits

  • Bookkeeping definitions every bookkeeper and treasurer should know

  • Proper creation of a Chart of Accounts for your specific church needs

  • A breakdown of what Net Assets are, with an example

  • The importance of Internal Controls and where to start

  • Contribution Reporting guidelines and procedures

  • The 5 "W's" of Designated funds 

  • Setting up Designated funds in your Chart of Accounts

These Bonuses to Help Make Providing Authoritative Sources for Your Leadership Team Easier


Record Retention pdf

Knowing how long to keep church records can be a guessing game for some. This pdf gives you concrete guidelines on how long to keep everything from church meeting minutes to staff job descriptions.



IRS Publication pdf

Searching the IRS website can be daunting. This pdf gives you hyperlinks to virtually every IRS Publication that a church could need to refer to, along with a list of IRS forms you may find useful and other government websites that you may use. 


IRS Audit Technique Guides

There are two Audit Technique Guides that are relevant to the church: Minister's Audit Technique Guide and Audit Technique Guide for Religious Organizations. These guides are the very guides that IRS agents use when performing audits. Both of these are provided for you in this course. 

Inside Intro to Church Finances alone, you get...

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3 Implementation Modules

showing you literally EVERYTHING you need to know to turn your desire for excellence into a sound foundation for your church finance office 

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A complete step-by-step process

for creating, amending and reporting a budget that meets your church's specific needs

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Policy & Procedures Templates

to ensure you have a good starting place for the vital documents every church needs

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A thorough introduction to the basics

of bookkeeping with a specific emphasis on the unique nuances of church bookkeeping 


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If this was 2012 and it was me considering whether to invest nearly $300 for an online course to better learn how to do my job - my scrolling fingers would race to this part of the page. 

I got you!

You're not afraid to invest in quality education as long as it's a great value for the money... with plenty of practical and tactical information useful for your church.

So here's why you can place your confidence in a money-back guarantee and set any enrollment nerves aside.

By the end of 7 days, you'll have received access to the first module of the Intro to Church Finances course. Explore the Content: go through the course materials, watch the videos, and start learning.

Meaning, you'll have had the opportunity to create and validate the job description(s) for your church finance positions, as well as determining your need for official 501(c)3 filing.

If, for any reason, you find that the course does not meet your expectations within the first 7 days, simply contact us, and we will provide a full refund.  

Your satisfaction is our priority. We're confident that you'll find immense value in this course, but if it doesn't feel like the right fit for you, we're happy to offer you a refund within the first 7 days of your enrollment. Join us risk-free and start your journey towards mastering church finances today!

Plus You'll be Backed by a Risk-Free 7-Day Guarantee
Questions your fellow bookkeepers asked before grabbing their access

I'm feeling a bit overwhelmed by all the things I'm going to need to learn and execute inside this

program. Are you sure I can do this?

I totally understand your hesitation. Learning something new can seem overwhelming at first. The fact that you are here, shows that you CAN in fact do this because you desire to do the best job possible. Don't let your doubts keep you from learning new things. You're NEVER too old (or young) to learn something new!

Do I need existing bookkeeping skills to complete this course?

Absolutely not! This course will help teach you the basics and give you a good understanding of foundational church bookkeeping and what you need to know to do your job with confidence.

I'm fairly new to church bookkeeping. Is this going to be too advanced for me?

Not at all! We will be building upon what you already know. I have found that you just don't know what you don't know until you are taught differently. So regardless of your experience level, I am confident that you will learn something new in this course.

How much time and effort do I need to invest to complete this course?

You can complete all course modules within 30 days. The time it takes you to create and implement processes we teach you will depend on each individual church and their needs. 

Do I get the full course all at once?

You will receive access to Module 1 upon purchase, then on Day 8, you will receive access to the remainder of the course. 

If you're thinking "this sounds amazing but I'm still not 100% sure" keep reading...

You should give Intro to Church Finances a 7-day risk-free shot if you're motivated by any of the following:


You want peace of mind.

There's nothing like laying in bed at night and retracing all the steps from your work day when you just really want to go to sleep... worrying if you forgot to do something that had a deadline, or wondering if you even did something correctly. You so desperately want a good night's sleep and not have to worry about work. I have "been there, done that" WAY more nights than I like to admit. I have found out how to stop that vicious cycle and you can too:  by eliminating the guess-work on your financial duties and knowing in your "knower" that the job has been done and done well.


You're not afraid of spending the money when you realize the value of your investment.

By now, you know that you get what you pay for. When money is tight, you want to "buckle down" and only spend on necessities so you can try and save for later. However, you also realize that sometimes you NEED to spend the money necessary to learn what you didn't even know you needed to learn in order to protect those you love... and that includes the church. When you take the step of faith and invest in your skills, as well as the financial health of your church, it's a win-win for all!


You realize that things are always changing and you need to keep up to protect your church.

There is ALWAYS something new to learn... regardless of age or years of experience. Did you realize the US Tax Code is updated more often than your cell phone operating system? Gaining up-to-date training is the best thing you can do for yourself, and your church.

Transform Your Church's Finances Today!

Why I Created This Course

Managing church finances can be daunting, but it’s also one of the most critical aspects of ensuring a thriving, sustainable ministry. I created the "Intro to Church Finances" course because I saw a profound need for accessible, practical guidance in this area. Churches often struggle with financial management due to a lack of resources and knowledge, and I wanted to provide a solution that empowers church leaders to handle their finances with confidence and competence.

Why I’m Excited for You

I'm genuinely excited for you to join this course because I know firsthand the difference it can make. When I first started managing church finances, I felt overwhelmed and unprepared. But through learning and experience, I discovered effective strategies and tools that I can’t wait to share with you.

How This Information Changed My Life

Understanding church finances has been a passion of mine for the last 12 years. I’ve seen how this knowledge can eliminate stress, prevent costly mistakes, and enhance the overall effectiveness of the church’s work. This journey has been incredibly rewarding, and I’m eager to share it with you.

How It Will Change Your Life

I firmly believe that this course will provide you with the tools and confidence you need to manage your church’s finances effectively. You’ll learn the essential skills of bookkeeping, set up a robust finance office, and understand the pivotal role of the church treasurer. This knowledge will empower you to make informed decisions, foster transparency, and ensure financial stability for your church.


Who You Are

You are a dedicated church leader, a passionate bookkeeper, or a committed volunteer who understands the importance of financial stewardship in the church. You’re here because you want to improve your financial management skills and make a lasting impact on your congregation. This course is designed specifically for you, addressing your unique challenges and providing practical, actionable solutions.


Risk-Free Opportunity

We understand that investing in a course can feel like a big step, which is why we’re offering a 7-day risk-free guarantee. Enroll today and explore the course materials with complete peace of mind. If, for any reason, you feel the course isn’t right for you within the first 7 days, simply let us know, and we’ll provide a full refund. 


The Benefits Far Outweigh the Fear

The benefits of mastering church finances are immense. You’ll gain confidence, clarity, and control over your church’s financial health. The fear of stepping into the unknown is natural, but remember, every great journey begins with a single step. The skills and knowledge you’ll acquire will far outweigh any initial hesitation you might feel.

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Cheering you on,

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