Resources
Below are a variety of resources that you may find helpful. Many of these documents are in an editable format to enable you to customize them for what you need. The resources are organized by Business Resources (for profit or non-profit organizations) and Church Resources (specific to the needs of churches). You can click on the hyperlinked resource name on the left or on the icon on the right. The document will download automatically and prompt you to save it.
Business Resources
The resources below can be used in for-profit and/or non-profit organizations. Feel free to download, adapt, and use any Word or Excel documents to advance your mission. You are welcome to use any copyrighted documents, but please respect my copyright.
This is a Microsoft Word file explaining the legal duties of the board of directors: The duty of care, the duty of loyalty, and the duty of obedience.
This Microsoft Word document outlines the roles and responsibilities for the Board Chair in a non-profit setting.
This Microsoft Word document outlines the roles and responsibilities for the Board Treasurer in a non-profit setting.
This Microsoft Word document outlines the roles and responsibilities for the Board Secretary in a non-profit setting.
Church Resources
A Microsoft Excel table listing Financial Best Practices with relevant Scripture Verses
A Microsoft Excel table outlining the types of documents that need to be retained and for how long.
A Microsoft Excel table that can be used for reporting routine expenses, reimbursement requests, mileage, hosting or other types of expenses.
A Microsoft Excel table designed to aid your offering counters record offerings.
A Microsoft Excel table designed to provide clear step-by-step instructions for handling cash collected, ensuring best practices are followed.
A Microsoft Excel table explaining how income and expenses are recorded in your accounting system based on the method of accounting used: Cash Basis, Modified Acrrual Basis, or Accrual Basis.
A Microsoft Word document providing a quick summary of Generally Accepted Accounting Principles (GAAP