2027 Accountable Reimbursement Guide
Instant download · 24-page fillable PDF
Everything your church needs to set up, run and defend an IRS-compliant accountable reimbursement plan, all in one place.
- Ready-to-adopt model plan with board resolution and employee acknowledgment
- What qualifies and what doesn’t, from mileage to per diem
- Treasurer tools: decision chart, monthly workflow and year-end checklist
- Five fill-in forms with automatic totals and completed samples
Pro Advisor | HR Support – 30 Minutes
Pro Advisor · senior advisor
Practical, compliant HR guidance for churches and ministries from a senior advisor.
- Hiring and worker classification
- Policies and employee handbooks
- Navigating employee issues with care
- Ideal for pastors, administrators and personnel committees
Pro Advisor | HRA Support – 30 Minutes
Pro Advisor · book online & pay when you schedule
Clear, compliant answers about your church’s health reimbursement arrangement.
- QSEHRA and CHOICE Arrangement (formerly ICHRA) eligibility and setup
- Required notices and plan documents
- Processing and documenting reimbursements
- For churches offering or considering an HRA
Pro Advisor | MN Paid Leave Requirements – 30 Minutes
Pro Advisor · book online & pay when you schedule
Understand Minnesota’s Paid Leave requirements for your church.
- How the requirements apply to your organization
- Employer premiums and employee notices
- Practical next steps to stay compliant
- For Minnesota churches, ministries and nonprofits
Pro Advisor | General Accounting – 60 Minutes
Pro Advisor · book online & pay when you schedule
An hour with a senior advisor to work through bigger accounting issues.
- Cleanup and catch-up projects
- Year-end close and financial statements
- Multi-part accounting questions
- Guidance you can act on right away
Pro Advisor | General Accounting – 30 Minutes
Pro Advisor · book online & pay when you schedule
Expert help with your church or ministry accounting questions.
- Recording gifts, restricted funds and transactions
- Account reconciliations and corrections
- Month-end and year-end questions
- A reliable second opinion for your finance team
Pro Advisor | Tax Resolution – 30 Minutes
Pro Advisor · book online & pay when you schedule
Received an IRS or state notice? Get senior-level guidance on what to do next.
- What the notice means
- Options for balances due and filing problems
- Clear steps to respond and resolve it
- Handle it correctly the first time
Pro Advisor | Compensation Planning – 30 Minutes
Pro Advisor · book online & pay when you schedule
Structure clergy pay the right way, and keep more of it.
- Salary and housing allowance structure
- Accountable reimbursements, retirement and benefits
- Compliant, tax-efficient packages
- Ideal for boards and finance committees
Pro Advisor | Tax Support – 60 Minutes
Pro Advisor · book online & pay when you schedule
Time to work through complex clergy tax questions in depth.
- Multi-part or complex clergy tax situations
- Year-end and next-year tax planning
- Prior-year issues or a complicated return
- Clear guidance and practical next steps
Pro Advisor | Tax Support – 30 Minutes
Pro Advisor · book online & pay when you schedule
Get clear answers to your clergy tax questions from a senior advisor.
- Housing allowance and dual tax status
- Self-employment tax and estimated payments
- Deductions, reimbursements and filing
- Ideal for pastors, treasurers and administrators