Support for every stage of your 508.
Whether you're just getting started, want to know your setup is right, or need help running day to day, we help you keep your ministry's freedoms protected.
Find the right place to start
Formation Guidance
Set up on solid footing from day one.
Learn more Already formed508 Compliance Check
Know what's solid and what to tighten up.
Learn more Running day to dayBookkeeping and Accounting
Accurate records, kept the way ministries need them.
Learn more Questions as they comeSpecialized Advisory
Straight answers from a CPA who knows the 508 path.
Learn moreFormation Guidance
Starting a 508(c)(1)(A) ministry is exciting, and the choices you make early shape everything that follows. We walk you through the setup process from a tax and accounting standpoint, so your ministry starts out organized and ready to operate with confidence.
What we cover
- The setup steps and the order to take them in
- What your governing documents should address from a tax and accounting standpoint
- Setting up banking and bookkeeping the right way from the start
- Planning how leaders will be paid, including housing allowances
- Giving and receipting practices from day one
We're CPAs, not attorneys. Legal documents should be reviewed by an attorney.
508 Compliance Check
Many leaders form their 508 and then aren't sure what comes next. Is the paperwork right? Are leaders being paid the right way? Would your records hold up if anyone asked?
The 508 Compliance Check is a focused review of how your ministry is set up and operating, so you know what's solid and what to tighten up.
What we review
- Your formation and governing documents
- How money comes in, moves, and goes out
- Pay, housing, and other payments to leaders
- Giving receipts, payroll, and contractor payments
- How your records are kept
You receive written findings and a call to walk through them together.
Bookkeeping and Accounting
Ministry accounting has details most bookkeepers never see. Designated gifts, payments to leaders, and giving records all need to be handled with care. We keep your books accurate and organized so you can focus on the work you're called to.
What's included
- Monthly categorizing and reconciling of your accounts
- Designated gifts tracked separately from general funds
- Clear monthly reports for you and your leadership
- Records organized and ready if questions ever come up
Specialized Advisory
Generic advice can lead you down the wrong path. Bring us your questions, whether it's a single decision or ongoing support, and get answers built on how the law applies to 508(c)(1)(A) ministries.
Common topics
- Paying leaders and setting housing allowances
- Love offerings, honoraria, and gifts to leaders
- Giving receipts and donor acknowledgments
- Income from activities beyond your core ministry
- Reviewing new plans before you start them
Simple, clear, and no surprises
Book a free discovery call
Tell us where your ministry is and what you need.
Get a clear flat-fee price
You'll know the cost before any work begins.
We get to work
You get organized records and straight answers.
Not sure which service fits?
That's what the discovery call is for. We'll talk through where your ministry is today and point you to the right next step.