What we do

Your partnership for finance

Tally helps churches, ministries, and nonprofits steward their resources well, building the financial systems, plans, and rhythms that let an organization grow with intention rather than by accident. Faithful stewardship isn’t only about spending less; it’s about putting everything you’ve been entrusted with to its best and highest use.

Begin with clarity

Financial Analysis

Faithful stewardship begins with seeing clearly. We map your complete financial picture, including general operating funds, restricted and designated gifts, program costs, debt, and reserves, and develop a plan to bring it all into good order. Before you can grow with intention, you have to know exactly where you stand.

You know exactly where you stand.

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What’s included

✓Full financial picture mapping
✓Funds, gifts, debt, and reserves review
✓Map multi-year financial goals
✓A clear plan to get in order

Put it in order

Accounting Systems & Cloud Integration

Next, we build it. We implement a modern, cloud-based accounting platform designed for true fund accounting, migrate your existing records, and train your staff and volunteers to run it with confidence. The result is a back office that’s accurate, transparent, and no longer dependent on one overworked person and a fragile spreadsheet.

A back office that runs without heroics.

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What’s included

✓Cloud accounting setup
✓Migration of existing records
✓Staff and volunteer training
✓Document capture and workflows

Plan with purpose

Strategic Coaching

A budget is a kind of confession: it reveals what an organization truly values. In regular strategy sessions, we help you build budgets that reflect your mission, set healthy reserve policies, and plan two and three years ahead. From the weekly offering to a multi-year capital campaign, we help you align every dollar with the work you’re called to.

Every dollar aligned with your mission.

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What’s included

✓Regular strategy sessions
✓Mission-aligned budgeting
✓Reserve and cash-flow policies
✓Multi-year and campaign planning

Measure, learn, adjust

Ongoing Insight

Build, measure, learn. Each month we deliver reporting written to be understood by elders, deacons, and board members, not only by accountants. Clear dashboards, honest forecasts, and a steady rhythm of review let you adapt to changing seasons of giving and growth without ever losing your footing.

Decisions made from clarity, not guesswork.

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What’s included

✓Monthly board-ready reporting
✓Clear, plain-language dashboards
✓Honest forecasts
✓A steady rhythm of review

Faithful in the small things

Complete Compliance

Handling money with integrity is part of your witness. We give you the peace of mind of knowing your ministry is fully compliant and your records would stand up to any scrutiny.

Records that would stand up to any scrutiny.

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What’s included

✓Tax-exempt standing: 501(c)(3) formation and ongoing maintenance of exempt status
✓Annual filings: Form 990 / 990-EZ / 990-N and state charitable registrations, filed on time
✓Clergy compensation: minister payroll, housing-allowance designations, dual-status, and SECA
✓Payroll & payroll taxes: for ministerial and lay staff alike
✓Contribution receipting: donor acknowledgments that satisfy IRS requirements
✓Unrelated Business Income (UBIT): identified, reported, and planned for
✓Restricted & designated funds: tracked so gifts are always used as donors intended
✓Internal controls & board governance: safeguards that protect your assets and reputation
✓Audit and review readiness: books kept so you’re never scrambling

Lead with confidence

Fractional CFO

Some seasons call for more than good books: they call for a financial leader at the table. As your fractional CFO, we partner with your senior team and board on strategy, reserves, debt, and the decisions that shape your future, from a building project to a capital campaign to a season of growth, bringing the experience of a chief financial officer at a fraction of the cost.

A CFO’s wisdom, exactly when you need it.

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What’s included

✓Financial strategy and long-range planning
✓Board and finance-committee partnership
✓Reserve, debt, and capital-campaign strategy
✓Banking and lending relationships
✓A steady hand through major decisions

Our tools

Best-in-class software, configured for ministry.

We partner with leading software and tailor each platform to the realities of church and nonprofit accounting: restricted funds, donor designations, clergy pay, and the trust your people place in you.

Xero

Cloud accounting

Beautiful accounting software, configured for fund tracking so restricted and designated gifts never get blurred together. A Xero Silver Partner since 2013.

Gusto

Payroll & people

Payroll for staff and clergy alike, including correct handling of housing allowances and ministerial tax status. A Gusto Silver Partner since 2020.

Relay Banking

Banking made easy

Banking built for teams: multiple accounts, clear permissions, and bill pay, so ministry funds stay separated and easy to steward.

Fathom

Reporting & forecasting

Board-ready reports, analysis, and forecasts that turn your numbers into a clear story your leadership can actually act on.

Karbon

Practice Management

Practice management that keeps client work, communication, and deadlines in one place, so nothing slips as we grow with you.

Giving platforms including Subsplash, Pushpay, and Bloomerang

Donor Management

Gifts & payments

Your supporters give in many ways. We help you receive and properly account for a range of gifts, including non-cash and digital contributions, so nothing falls through the cracks.

Questions

Common questions

Do we have to switch accounting software?

Not necessarily. We work within established cloud platforms and will recommend a change only when it genuinely serves you. If a migration makes sense, we handle the setup, cleanup, and training.

How is this different from a regular accountant or bookkeeper?

We specialize in churches, ministries, and nonprofits. Fund accounting, designated gifts, board reporting, and compliance are core to how we work, not unfamiliar edge cases.

Can you work with our existing treasurer or finance team?

Yes. Many of our engagements come alongside a volunteer treasurer or a small internal team. We add capacity, structure, and senior guidance rather than replacing the people who care about your ministry.

What size organization do you work with?

From church plants and small nonprofits to established multisite churches and national organizations. We scale our services to fit your stage, and our pricing reflects what you actually need.

How does pricing work?

Engagements are scoped to your needs and billed at a predictable monthly rate, with no surprise hourly invoices. We’ll talk through your situation on a consultation call and propose a clear plan.

Let’s talk

Ready for financial clarity?

Tell us a little about your church, ministry, or nonprofit, and we’ll be in touch. There’s no pressure here, just a conversation about how thoughtful financial stewardship can serve your mission.

Start a conversation