Can we use any accounting software?
In order to best serve our clients, we typically recommend one of our preferred softwares (QuickBooks and Aplos) to ensure that our team is familiar with not only the software but also the processes necessary to complete the agreed upon work, not only accurately but also timely. However, we are flexible and can support the use of a wide range of church specific software, such as Shelby, ACS, and several others to meet your needs, should it be decided that maintaining an existing software is the best course of action for a client.
Who will be handling my accounting data and records?
We utilize a team approach when it comes to our accounting clients so that there is always more than one individual familiar with your account. This also ensures that you can get in touch with someone on your accounting team, even if your primary contact is not available. All our teams are led by professionals with accounting degrees, who are well versed in church and nonprofit accounting.
How will we access our documents and data?
As an accounting client, we store all your documents and data using Google Drive’s Enterprise products. Therefore, you have online access to your data from anywhere, from any device, around the clock.
How will we get documents to ChurchShield?
We provide you named access to our segment of Google Drive to allow for you and your team to upload your documents to your accounting team here at our offices. Alternative methods include sending documents and information by email, fax, or mailing to our offices.
I am not sure about outsourcing the church’s confidential accounting data outside our four walls. How do I know my data is being handled confidentially?
At ChurchShield, we understand the importance of confidentiality and take great care to ensure your records are safeguarded. Our staff has been trained on the professional responsibilities associated with treating your data and documents with discretion and care. We have detailed procedures we establish directly with you, ensuring only authorized persons have contact with us. All your information is securely stored and never shared.
What reports are available?
Quite a few, including:
- Cash management reports (cash requirements report and true balance reports)
- Aged payables reports
- Weekly dashboard reports
- Monthly management reports
- Financial statements
- Customized reports
What does it cost?
We utilize a fixed monthly retainer approach for accounting clients, which is based on a variety of transactional volumes and reporting requirements. Generally, our services are less costly than hiring an employee to fulfill the same accounting functions.
How do we get started?
Send us a message or give us a call at 317-570-9573.