Knowledge Base

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,…

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