Question 1

PROBLEM: Declining membership. People doing Bookkeeping, Treasurer and Facilities functions are dying, becoming infirmed. Limited or no replacements coming from existing congregational members."

Accepted Answer

SOLUTION: Your Portable CFO can provide bookkeeping functions as well preparing and presenting reports to governing bodies of your organization. CFO can also provide guidance and assist with facility issues such as leaking roofs, malfunctioning heating and air conditioning systems as well as advise on repairs and maintenance need to the facility.

Question 2

PROBLEM: Operational and personnel procedures have not been created or updated.

Accepted Answer

SOLUTION: Your Portable CFO can review operational and personnel handbooks and suggest changes to enhance and strengthen.

Question 3

PROBLEM: Churches not understanding how to account for different offerings provided by the congregation.

Accepted Answer

SOLUTION: Your Portable CFO has staff members with experience in the religious communities and will guide churches on how to account for these funds

Question 4

PROBLEM: Religious institutions do not have someone to fulfill the Treasurer function.

Accepted Answer

SOLUTION: You Portable CFO has staff members who have served as either Treasurers or Business Managers of religious organizations and can provide this function either on site or remotely depending on location.

Question 5

PROBLEM: Institutions do not understand what the numbers mean from reports generated by their accounting program.

Accepted Answer

SOLUTION: Your Portable CFO has staff members well versed in the complexities of non-profit accounting so our team can interpret and explain the numbers in a concise and easy to understand format.

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Your Organization's Finances.

267-474-1868

Religious Institutions

PROBLEM: Declining membership. People doing Bookkeeping, Treasurer and Facilities functions are dying, becoming infirmed. Limited or no replacements coming from existing congregational members."

PROBLEM: Operational and personnel procedures have not been created or updated.

PROBLEM: Churches not understanding how to account for different offerings provided by the congregation.

PROBLEM: Religious institutions do not have someone to fulfill the Treasurer function.

PROBLEM: Institutions do not understand what the numbers mean from reports generated by their accounting program.