Church Financial Health Checkup

A quick and simple checkup designed for pastors and financial leaders to answer the question we know has been rolling around in your head: Are your finances healthy?

After you complete it,  you will receive an email with a free personalized report for your church and an opportunity for a free follow-up consultation with our team!

Time investment: 5 minutes.

Are your church’s finances healthy?

We’re Parable Accounting and Bookkeeping for Churches.

Pastors often ask us,

“Are my finances healthy?”

“Do I have the money to fund this ministry?”

“Can we afford to build a bigger building?”

This quick financial health checkup provides a straightforward overview to help answer that question. Much like taking your car in for an oil change and receiving a top 10 issues list, this checkup highlights the key areas of your financial health without going into exhaustive detail.

We examine 3 crucial areas:

1. Income: Is it growing over time? Do you understand the trends and behavior of your donors?

2. Spending: Are you staying within your budget? Are there categories where you’re overspending? Do you have sufficient reserves?

3. Controls: Do you have the right processes and controls in place to ensure proper stewardship and management?

This checkup offers a high-level view to help you gauge the overall health of your finances.

What happens next?

We will send you the results of the checkup—a summary that shows you where you’re on track and off track, along with next step recommendations.

Start the Checkup

About Parable

Parable is a team of financial storytellers with superpowers in accounting, bookkeeping, and consulting. We help leaders place every dollar on mission so their money can tell a better story about God’s kingdom.

Learn about Parable
Financial Health Checkup

Find out how your church’s finances are doing and get personalized recommendations!

Take the Financial Health Checkup and get your free report.

Start the Checkup

Complete the Church Financial Health Checkup!

Answer all questions for a comprehensive view of your church’s financial health, but feel free to skip any questions you don’t know or prefer not to answer.

This checkup dives deep into your finances. For evaluating financial leadership without numbers, check out our Financial Leadership Assessment.

Key Points for this Financial Health Checkup:

  • This financial health checkup covers essential financial areas for most churches.
  • Financial stewardship combines intentionality and reliance on God.

What You’ll Need:

Gather these reports from your bookkeeper:
  • Budget to Actual for the prior 12 months (e.g., 6/1/23 to 5/31/24)
  • Budget to Actual for the two-year prior 12 months (e.g., 6/1/22 to 5/31/23)
  • Statement of Financial Position showing the balances for the first and last days of the prior 12 months (e.g., 6/1/23 to 5/31/24)
  • Statement of Cash Flows for the prior 12 months (e.g., 6/1/23 to 5/31/24)

Need Help Completing the Checkup?

Select the option for us to complete the financial health checkup for you, send us the reports, and we’ll handle it.

Need Your Reports First?

Email this page to yourself or someone on your team to complete later.

Lacking Reliable Reports?

Let’s talk! We can help you manage your finances and keep your dollars on mission.