From the Desk

Insight for organizations that take their finances seriously

Practical perspective on church and nonprofit bookkeeping — written for the people responsible for it, not the accountants.

Year-End Giving: How to Record December Donations in the Right Year

A check with a December postmark arrives January 3. A card gift lands at 11 p.m. on New Year's Eve. Here is how to tell which year each gift belongs to — for your donors and for your books.

One Person, One Card, Eleven Years: What $570,000 in Church Embezzlement Teaches Us About Internal Controls

A Florida church lost more than half a million dollars over five years — not to a sophisticated scheme, but to a single missing signature. Here's the exact control gap, and how to close it.

AI Can Sort Your Transactions. It Can't Tell You Whose Money It Is.

Every church finance conversation in 2026 circles back to restricted funds and AI. Here is where the line sits between what a tool can do and what still has to be done by a person.

Mid-Year 1099 Checkup: Which Vendors Your Church Still Needs to Track

The 1099 threshold moved from $600 to $2,000 for 2026 payments. Here is how to check which vendors your church still needs to track under the new rule.

Three Things I See on Church Books That Cause Problems Every Audit Season

Every year, around February, a church administrator reaches out asking if we can help get their books ready — for an audit that starts in two weeks. It's never malicious. But the issues that cause the most pain are almost always the same three things.

What a Board Treasurer Should Ask Their Bookkeeper Every Month (And Usually Isn't)

Receiving a financial report isn't the same as providing oversight. Five questions that separate a treasurer who's governing from one who's just present.

The Housing Allowance Mistake That Costs Pastors Real Money — And How to Avoid It

The most common clergy housing allowance error doesn't happen in the minister's tax return. It happens in a November board meeting that never took place.

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