Financial records are an act of stewardship and a practical way to protect people. This free 12-page workbook helps small churches document responsibilities, organize records, improve review routines, protect access, and report clearly without pretending that one generic policy fits every church.
Inside the workbook
- Record-map, role-separation, contribution, payable, and reimbursement worksheets
- Monthly reconciliation, restricted-fund, access, reporting, and annual-review checklists
- Current-official-source prompts for donor acknowledgments and qualified advice
- A meeting-ready finance review checklist
This workbook is educational planning material, not tax, legal, accounting, payroll, audit, employment, banking, or investment advice. Use your church’s policies, current official guidance, and qualified local professionals for specific decisions.