A focused, cost-effective alternative to traditional CPA audits—helping churches ensure sound financial controls and transparent stewardship.
Schedule Your Free Consultation
What is a Church Procedures Audit?
Church Procedures Audit provides congregations with an independent review of financial controls and procedures, including cash handling, disbursements, payroll, and fund management.
We specialize in clear, actionable recommendations—without the cost or complexity of a full financial statement audit.
- Audit of Cash Receipts Process: Ensuring the integrity and accuracy of cash transactions.
- Audit of Internal Controls and Segregation of Duties: Identifying potential areas for enhanced security and compliance.
- Audit of Payroll Process: Categorization of employees vs. independent contractors, streamlining payroll procedures.
- Audit of Fund Management: Ensuring compliance with the Uniform Prudent Management of Institutional Funds Act (UPMIFA).
- Written Evaluation & Recommendations: Detailed evaluation and actionable recommendations to enhance your financial procedures.
- Audit of Cash Disbursement Process: Verifying transparent and accountable cash outflows.
Who Needs a Procedures Audit?
Is Your Church Ready for a Checkup?
Checklist/Quiz:
-
Has your church updated its financial policies in the last three years?
-
Are counting and deposit duties always separated?
-
Does your board regularly review bank statements?
-
Are restricted/designated funds tracked and reported separately?
-
Have you ever had a concern about financial integrity?
(If you answered “No” to any of these, a procedures audit can help!)
How It Works
Steps:
-
Schedule a Free Consultation
-
Share Policies & Financial Records
-
Receive Onsite or Remote Review
-
Get a Clear, Written Report
-
Follow-Up Coaching & Resources (if desired)
We have been working with Keith for years now and we have such a better handle on all things finance at the church. He helped us first clean up a really significant mess and then he coached us in creating our finance handbook. We now have protocols and procedures around finance that keep the church safe but also ensure the safety of those working in the finances. Before we had few checks and balances like so many small churches. Now we have a system, thanks to Keith. We also have peace of mind each month because we know we have real professionals looking at our finances to help us keep things organized but also to catch mistakes and even the scarier things like fraud. After working with Keith at CTC, we will never go back to volunteers doing the books. Everything runs more smoothly when you enlist the services of professionals to do the books. We are proof of that!
“Our congregation has been working with Church Training Center for the past few years and their team has been absolutely incredible! Before they took over our bookkeeping, our finances were a mess. They helped us to clean up our accounting practices and update our policies and procedures so that we could focus on ministry and mission. When we needed them to take on additional roles to lead meetings and help educate the congregation on financial matters, they worked with us and were incredibly generous with their time. All of this and their rates are incredibly reasonable for nonprofits on a shoestring budget. I can’t recommend Church Training Center highly enough!”
“Keith brought knowledge, experience, and a lot of heart which resulted in a clearer understanding and unified approach to UCCLM’s financial policies and procedures. With his ability to speak so others could hear transformation resulted. What a blessing! What a gift!”
“Keith helped us to identify the questions we needed to ask and helped us establish a sense of direction with developing structures and procedures needed for an efficient ministry.”
“Keith found amazing things you would not expect; where we did have fraud and theft, lack of controls, lack of oversight in some areas. Keith taught us that the way people commit fraud in the church is by gaining your trust and telling you what you want to hear rather than what you need to see. With Keith’s help we were able to create a system with financial controls and it has turned our finances around and created stability where that had been instability”
Ready for Peace of Mind?
Schedule Your Free Consultation
Church Procedures Audit is a service of Church Training Center
A Practical Guide to Church Financial Health & Controls