At Clergy Financial Resources, our mission is rooted in core values and biblical principles that guide every aspect of our work. We believe in fostering strong relationships and view every client relationship as a partnership. Our commitment to providing personalized support ensures that the guidance you receive is aligned with your mission and reflects our dedication to excellence in serving nonprofit communities.

We maintain and enhance our professional knowledge and skills to continue to serve as trusted advisors to the nonprofit community. We uphold the highest standards of ethical integrity, making and keeping commitments that inspire trust. Our approach is grounded in respect and compassion, reflecting our deep commitment to supporting the vital missions of those we serve.

We are driven to constantly improve, seeking out and implementing better tools and processes to enhance client service and business performance. Our hard work and dedication are at the heart of our mission to serve clergy and churches with unparalleled expertise and care.

Mission

Clergy Financial Resources empowers faith leaders, churches, non-profits, and businesses to achieve financial clarity and confidence through specialized services in tax, payroll, HR, bookkeeping, business tax, and CFO solutions. With specialized knowledge in clergy tax law and financial management, we provide professional guidance rooted in biblical principles, ethical integrity, and a commitment to excellence— empowering you to steward your resources wisely and serve your mission with clarity and purpose.

Statement of Core Values

Biblical Principles:
At Clergy Financial Resources, our foundation is built on unwavering biblical principles that guide every aspect of our work. These core values reflect who we are, what we believe, and how we serve:

  • Faith-Centered Integrity: We conduct our business with honesty, transparency, and accountability, rooted in scriptural truth.
  • Stewardship: We honor God by managing resources wisely—for our clients and within our organization.
  • Service with Purpose: We are called to serve churches, ministries, and faith-based organizations with excellence, compassion, and humility.
  • Commitment to Truth: We uphold biblical standards in our advice, our relationships, and our decisions.
  • Kingdom Impact: Our work is more than a service—it’s a ministry. We strive to make a lasting difference in the lives and missions of those we serve.

Relationships:
At Clergy Financial Resources, we believe that strong relationships are the foundation of meaningful service. We view every client connection as a trusted partnership—built on mutual respect, shared values, and a commitment to excellence. By offering close, personal attention, we ensure that each interaction reflects our dedication to your mission and our calling to serve. The personal assistance you receive is more than a service—it’s a reflection of our promise to walk alongside you with integrity, care, and purpose.

Professional Knowledge:
We are committed to maintaining the highest standards of professional knowledge and expertise. At Clergy Financial Resources, we continually grow and develop our skills to stay ahead in an ever-changing financial landscape. Our clients depend on us to be their trusted advisors—offering accurate, insightful guidance rooted in deep understanding and ongoing learning. This commitment ensures we deliver the excellence and confidence our clients deserve.

Ethical Integrity:
We are committed to living out our values through both our words and actions. At Clergy Financial Resources, we strive to be flawless in our communication and intentional in every decision we make. We honor our commitments, act with consistency, and conduct ourselves in ways that inspire trust. Our integrity is not just a standard—it’s a reflection of our faith and our responsibility to those we serve.

Respect and Caring:
We believe every interaction should reflect genuine respect and compassion. At Clergy Financial Resources, we take the time to be fully present—listening with intention, responding with empathy, and honoring the unique needs of those we serve. Whether with clients, or colleagues, we strive to create a culture of care that uplifts, supports, and values every individual.

Innovation:
We actively seek, test, and implement innovative tools and processes that enhance client service and strengthen business performance. Our pursuit of better solutions reflects our dedication to excellence and our responsibility to serve with forward-thinking strategies that meet the evolving needs of those we serve.

Drive:
We work hard and work smart—demonstrating a strong commitment to quality, precision, and timely execution. Our attention to detail and sense of urgency reflect our dedication to serving with excellence and making a meaningful impact for every client, every time.