Description
How it works
Book, pay and meet, all online.
Click Meet With an AdvisorChoose a time that works for you in our online scheduler.
Pay securelyPay when you book. You’ll get a confirmation with your session details.
Meet with a senior advisorBring your questions and any related documents.
Why book a session
A senior advisor who specializes in churches, clergy and ministries.
Cleaning up the books, preparing for a review or working through several related questions? A full hour gives you time to go deeper on each issue.
Common topics
What clients most often bring to this session.
Cleanup projectsCatch-up bookkeepingYear-end closeFinancial statementsReview preparation
Common questions
About booking and billing.
How do I prepare?
Have your questions and any related documents ready, such as tax returns, payroll reports, notices or plan documents.
What if we need more time?
The first 60 minutes are $300. Additional time is billed in 15-minute increments at $300 an hour.
I’d rather have someone help me.
Our team works with churches and clergy every day. Email clientservices@clergyfinancial.com or call (888) 421-0101.
