This page is for a member of the church board who is pretty much sold on the idea of our online audit of financial procedures. Here you will find help on how to pitch this to the rest of the Board. If you’re interested but not at that point yet, please visit our home page to get a feel for the issue. And be sure to click on the More Info button to get case studies and other interesting materials.
You’re on the Board at your church. Maybe that’s an informal group – maybe Robert’s Rules are paramount and you need to wear a suit. But you have a LOT of responsibility for the church, and you take that seriously. And you’re visiting this page because you would like to be the hero (or at least bring a smile to our Lord’s lips). And I can help you with that.
Most churches are far too casual in how they handle money. This puts people in temptation’s way and puts the church at risk. Our audit can help you tighten up your church’s procedures. This will protect your people, your reputation, your church, and your money. I care about your church, and have an easy plan to get you lots closer to that “well done, good and faithful servant!” Give me a call, and let’s get acquainted! Schedule an appointment here, or just give me a ring at 208 596-4480.
So you’re faced with a board that is busy with a million things. How do you convince them of the need for an audit?
For starters, check your By-Laws. Often, the By-Laws require a periodic audit. But it has likely been some time since such an audit has been done. If this is true of your church, bring it up!
But how do you “bring it up”? You likely have a ‘new business’ time during your meetings. Lead with, “In the interest of financial transparency…”. You can mention, too, that giving tends to go up when member confidence is high. To help the rest of the board understand what we offer, print up our one-page website summary. Use one as your notes for what you want to say. Circle or highlight the parts you want to be sure to mention. And print a copy for each board member. But hand them out AFTER you speak so they listen you you! (Click on the image for to download. Popups disabled? Click here.)
You might also print out case study summaries to read and have handy. One answers the questions of “Who Would Steal From A Church?“ (you’ll be amazed). The other answers, “How Could Such A Thing Happen?” And it would be good to print a couple of copies of the main PDF, “The Deceitfulness of Early Success“. Read these yourself for background, and hand copies to the Board President and the pastor as you close. (Popups disabled? Link1; Link2; Link3)
Finally – your board might like to see the actual deliverable. After your finance guru answers the questions online, I produce a book for you. It shows what you’re doing well, what could be improved, and what to work on first. Bonus sections include Best Practices for Church Finance, and Proper Separation of Duties with Three People. If you want a sample copy, give me a call at 208 596-4480. I can have one to you in just a few days.
Call and let’s discuss some common pitfalls and how things play out at your church. I may be able to give you some tips that will make you the hero to your church, even without a full-blown audit.
Hoping to hear from you soon,
P.S. – Again, here’s the link to a PDF that puts the whole issue in perspective. Link