Last Updated: February 19, 2026 1) Purpose and Structure of Our Engagement These Master Terms and Conditions (“Terms”) describe the nature, objectives, and limitations of professional services provided by Douglas Consulting Services, LLC dba Church Finance Pros (“Church Finance Pros,” “CFP,” “we,” “us”). These Terms apply to any client entity (“Client,” “you”) that signs or…
Our work with clients is a collaborative effort requiring both parties to engagement in regular communication. Similar to healthcare providers, we schedule time on our calendar like an appointment to do your work. Receiving timely access to accounts, documents, approvals or answers allows us to avoid starting/stopping work unnecessarily, following up for missing information, reorganizing…
For monthly recurring fees: Monthly fees are collected via automatic payments on the 1st of every month in advance, beginning upon signing your proposal or the engagement start date (if different). For fixed-fee projects: Payment will be collected before beginning the work. For training only engagements: For engagements that only include training, we will bill…
Price increases are an inevitable part of professional services. To keep pace with inflation and ensure we retain talent, it is best to expect a 3% increase each year for the same services. We implement these increases with your fiscal year to make it easier to set and meet your organization’s budget. Changes in scope…
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During onboarding we request that you provide a unique login with view-only access to your various bank accounts. While it may require more work during onboarding, there are several reasons this is important. Furthermore, we carry professional liability insurance to protect the firm and our clients. If an issue ever arose over an issue with…
At Church Finance Pros, we understand that while accounting matters might not constitute emergencies in the traditional sense, there are udoubtedly instances where time is of the essence. We value your time and the urgency that certain situations demand. To ensure a swift and effective response, we have put together this guide outlining the steps…
At Church Finance Pros, building and maintaining strong relationships with our clients has always been at the core of our services. To reinforce our commitment, we assign each church a dedicated Client Manager. As your primary point of contact, your Client Manager will be your go-to resource for any questions, concerns, or assistance you may…
How does CFP secure my data? At Church Finance Pros, we take the security of our clients’ financial information seriously. While the list is not exhaustive, below are some key security protocols we have in place to protect your financial data. Because we don’t want to lay out our whole infrastructure in a public environment,…
