Accounting Services for Catholic Organizations

Our specialized financial management and accounting consulting services continuously evolve to effectively serve religious institutes in a dynamic economic and cultural environment. We can assist with major finance projects, including long-term forecasting and sustainability studies.

Financial Management and Accounting Consulting

Keeping your books in order can be a complex task, especially if you have a small finance and accounting team. Our experts can help ensure you are on the right track by conducting a review of your finance operations. We then develop financial systems for forecasting, budgeting, and accounting at both the institute and community levels to ensure you are set up for success. We can also assist with major finance projects like reassessing benefits providers or tax preparation. Our services include:

  • Compensation and benefit surveys

  • Ensuring compliance with ever-changing accounting and finance laws and tax codes

  • Tax preparation and filing

  • Accounting software installation and support

  • Insurance analysis and review, including preparation of insurance specifications and assistance in the search process

  • Social Security reporting

Outsourced Accounting Services

For organizations that don’t have in-house accounting expertise, our consultants act as an outsourced accounting department. We will discuss your needs and assemble a package that addresses those needs. Those services may include:

  • Assisting with accounts payable

  • Inputting monthly financial activity (banks, investments, etc.)

  • Reconciling all asset accounts

  • Maintaining the general ledger each month

  • Provide monthly or quarterly financial statements including budget to actual

  • Assistance with the annual budget process