CFO services offer a wide range of benefits for churches, non-profits and businesses by providing strategic financial oversight, helping organizations align their budgeting and planning with long-term mission goals. These services improve financial clarity through accurate reporting and analysis, enabling leadership to make informed decisions with confidence. They also ensure compliance with IRS regulations and state requirements, reducing risk and supporting audit readiness. By handling time-consuming financial tasks, CFO services free up staff and leadership to focus more on ministry and organizational impact. Additionally, they offer customized tax strategies tailored to clergy compensation and non-profit exemptions, manage grants and donor funds with precision, and provide support for payroll and benefits administration. CFOs also serve as trusted advisors to boards and executive teams, offering insights that enhance transparency, accountability, and financial sustainability. Scalable and adaptable, these services grow with your organization, ensuring continued support through every stage of development.

For over 45 years, Clergy Financial has been a trusted partner to the religious community, offering unparalleled expertise in clergy tax law and church payroll, and bookkeeping. We’ve built our reputation on a foundation of integrity, deep knowledge of complex tax codes, and a commitment to personalized service.

Our team is ready to apply the same strategic thinking and meticulous attention to detail that you’ve come to expect from us. Whether your non-profit organization or a growing small business dedicated to making a difference, we’re here to help you navigate the complexities of  your financial health, and ensure full compliance.

Discover How CFO Services Can Strengthen Your Mission

Many religious leaders and churches unknowingly miss out on valuable strategies and financial efficiencies. Our CFO services are designed to uncover these opportunities, simplify your financial processes, and relieve you of the time-consuming tasks that can distract from your mission.

We are committed to delivering professional services with the highest standards of honesty and integrity. Whether you’re facing tax challenges, planning for growth, or seeking better financial clarity, we’re here to provide trusted support and solutions that align with your values and goals.

For more information or if you prefer to make an appointment over the phone or need additional assistance, please use the contact information below.

Clergy Financial Resources
11214 86th Avenue N.
Maple Grove, MN 55369

Tel: (888) 421-0101 
Email: cfr@clergyfinancial.com
Fax: (888) 876-5101

Financial Strategy & Planning

• Develop long-term financial plans aligned with the organization’s mission.
• Assist with strategic budgeting and forecasting.
• Provide guidance on financial sustainability and growth.

Budgeting & Cash Flow Management

• Create and monitor annual budgets.
•  Manage cash flow to ensure operational stability.
• Advise on cost-saving opportunities and resource allocation.

Financial Reporting & Analysis

• Prepare monthly, quarterly, and annual financial reports.
• Analyze financial performance and trends.
• Present financial insights to leadership and boards.

Compliance & Risk Management

• Ensure compliance with IRS regulations and state requirements.
• Monitor internal controls and financial policies.
• Support audit preparation and risk mitigation strategies.

Tax Strategy & Filing Support

• Identify and implement tax-saving strategies.
• Coordinate with tax professionals for accurate filings.
• Ensure proper handling of clergy-specific tax issues (e.g., housing allowance).

Grant & Fund Management

• Track and report on restricted and unrestricted funds.
• Assist with grant budgeting and compliance.
• Ensure proper documentation and reporting for donors and funders.

Payroll & Benefits Oversight

• Support payroll processing and benefit administration.
• Ensure clergy compensation is structured for tax efficiency.
• Advise on retirement plans and insurance options.

Board & Leadership Support

• Provide financial presentations and updates to boards.
• Assist with financial decision-making and strategic initiatives.
• Serve as a trusted advisor to executive leadership.