Bookkeeping clients · Monthly form
Counter Sheet: record your church’s deposits
After your counters finish, send us the Counter Sheet. Your bookkeeper uses it to record the deposit and allocate it to the right income account, fund or class.
- Who submitsYour church administration
- WhenAfter each count and deposit
- Questions?bookkeeping@clergyfinancial.com
Before you start: have these ready
- Church name and your email
- Deposit date and bank account
- Total deposit
- How the deposit splits across income accounts
- Who approved the deposit
- Deposit slip or other documents to upload (optional)
Keeping the offering secure
Collections, whether during the worship service or at other events, should always be in the custody of at least two unrelated people.
- Hand the offering directly to the counters, or place it in a secure, locked location.
- It stays there until at least two people retrieve it together to count it.
- Those two people are responsible for counting it.
- Checks received by mail are also kept secure until they can be counted.
Three steps
- 1Count togetherAt least two unrelated counters count the offering and mailed checks.
- 2Send the Counter SheetYour church administration enters the deposit, splits it across income accounts and submits it.
- 3We record itYour assigned bookkeeper records the deposit and allocates it to the right fund or class.
Submit your Counter Sheet
Counters done? Send the Counter Sheet.
Send one after each deposit so your bookkeeper can record it promptly. The form opens in a new tab. Your income account split must add up to the total deposit; the form warns you if it doesn’t.
Trouble with the form? Email bookkeeping@clergyfinancial.com.
Common questions
Who should fill out the Counter Sheet?
Your church administration submits it after the counters have finished counting.
What happens after I submit it?
Your assigned bookkeeper uses it to record the deposit and allocate it to the right income account, fund or class.
The form says my allocation doesn’t match. What do I do?
The amounts you split across income accounts must add up to the total deposit. Check each line against your count, then submit again.
Why should two unrelated people handle the offering?
Keeping the offering in the custody of at least two unrelated people, from collection until it’s counted, protects both the church and the people who handle the money.
The form won’t load. What can I do?
Try another browser, or email bookkeeping@clergyfinancial.com.
Questions about your books?
Our Bookkeeping Team is glad to help.
- Phone
- (888) 421-0101
- Hours
- Monday–Friday, 8:30 AM–5:00 PM CT
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