Stop Managing Your Finances on a Handshake.
As a ministry leader, you are the steward of your donors' trust. Handing over the "keys" to your bank account or QuickBooks is a massive step, yet too often, these critical relationships are built on nothing more than a wing and a prayer.
This isn't just a contract; it’s a Ministry Protection Suite designed to prevent nightmares like unfiled tax forms, payroll errors, and careless handling of sensitive donor data.
What’s Included in the "Peace of Mind" Bundle:
The Financial Services Contract Template: A rigorous agreement featuring a Data Security Clause to protect your donor lists and an Independent Contractor Status clause for IRS protection.
The "Read-Me" Implementation Guide: Step-by-step instructions on defining your "Scope of Work" and setting a billing cap to prevent surprise invoices.
Bonus #1: 10 Questions to Ask Before You Hire: Don't sign a bookkeeper until you know their plan for Fund Accounting and secure password management.
Bonus #2: The Monthly Deliverables Cheat Sheet: A "red-flag" checklist to ensure you receive your Statement of Activity and Reconciliation Reports by the 15th of every month.
Why You Need This Today:
IRS Protection: Explicitly clarifies that your accountant is a contractor, not an employee.
Data Security: Ensures your accountant uses encrypted portals—not just texting passwords.
The Escape Hatch: Includes a clear 30-day termination protocol if quality ever slips.
"Costs less than one hour of a bookkeeper's time—protects your ministry for a lifetime."
