We provide innovative financial services and solutions for churches and faith-based non-profit organizations.

We are passionate these organizations don’t just survive but thrive!
Outsourced Executive Pastor Services
Virtual Stewardship Advisor Services
Strategic Finance Assessment Services

In this climate of uncertainty, are you confident your organization is financially positioned to fulfill its mission and vision for the coming years?

New Circumstances Require Leaders To Try New Strategies

Outsourced Executive Pastor Services

Does your church have a qualified leader to provide effective operational and financial solutions for current challenges and future opportunities?

Virtual Stewardship Advisor Services

Does your organization have someone with the skills and resources to develop a detailed monthly financial plan to increase donations while minimizing expenses?

Strategic Finance Assessment Services

Are you facing any important decisions for your organization regarding growth, expansion, or critical transitions, but only have access to unclear and inefficient financial statements?

Our Financial Services

MRM and Associates is thrilled to partner with VentureCFO to introduce Church Financial Group (CFG). With over 50 years of experience, CFG specializes in supporting churches and faith-based nonprofits, recognizing their shared approach to generating income. We are dedicated to being both business-savvy and ministry-sensitive, ensuring our clients achieve financial health so they can fulfill their missions and visions.

Where Business and Ministry Work Together!

Outsourced Executive Pastor Services
If your church needs an Executive Pastor, requires training for existing staff, or cannot afford a full-time hire, we have the ideal solution!

Our fractional/virtual service is designed for churches in transition, pairing you with two experienced leaders for comprehensive operational and financial guidance. Richie Morton excels in operations, while Sanford Levings specializes in finance. Together, they offer expertise in developing generosity strategies, evaluating giving platforms, optimizing databases, advising on staffing expenses, performing financial analysis, budgeting, and streamlining bookkeeping.

With our dual-leader approach, your church benefits from seasoned expertise without the need for a full-time hire. Limited opportunities are available, so contact us today!

Plans go wrong for lack of advice; many advisers bring success. Proverbs 15:22 (NLT)

Virtual Stewardship Advisor Services
As an organizational leader, have you wished for someone with the financial skills and time to enhance your organization’s giving while reducing expenses? CFG has the solution: our Virtual Stewardship Advisor (VSA) Services, designed specifically for small to medium-sized churches and faith-based non-profits.

Each month, your VSA will review financial statements, ensure proper expense coding, and keep departments within budget, promoting accountability. They will provide a concise summary for leadership and create a detailed financial plan to increase monthly giving while minimizing costs. Your VSA will collaborate with key staff to implement these strategies effectively.

The goal is simple: increase giving while reducing expenses, resulting in more funds for ministry! With God’s favor, your VSA will deliver a significant return on your investment. Don’t wait—contact us today for more information!

"The one principle that surrounds everything else is that of stewardship; that we are the managers of everything that God has given us." Larry Burkett

Strategic Finance Assessment Services
Are you a non-profit leader struggling with confusing financial statements? Whether you're a Pastor, Executive Director, or Board Member, you're not alone. Many organizations face challenges with financial records, often due to underlying processes rather than individual capabilities.

To address these common issues, we offer Strategic Finance Assessment Services tailored for churches and faith-based non-profits looking to enhance their impact or navigate bookkeeper transitions. Our service establishes financial procedures and standards that are effective and not personality-driven, similar to those in for-profit businesses.

Our comprehensive assessment includes:

Page 1 – Summary Assessment: An overview of strengths and opportunities within your financial system.
Page 2 – Balance Sheet Analysis: A review of assets, liabilities, and equity to ensure financial accuracy.
Page 3 – Profit & Loss Statement Analysis: A deep dive into income sources and expenses to identify trends and improvement areas.

We recommend this assessment for potential clients with operating incomes over $1 million, as it often uncovers actionable opportunities for improvement. Through streamlined bookkeeping and enhanced accuracy, your team will be better equipped to understand financial reports.

We don’t simply provide a report and leave; we offer hands-on training and ongoing coaching to empower your financial team to maintain best practices. While this service isn't for every organization, it's crucial for those experiencing growth, operational complexities, or planning for the future.

Investing in robust financial systems supports the wise stewardship of resources and helps avoid costly mistakes. If you're interested, start with our FREE Financial Evaluation.

“For which of you, desiring to build a tower, does not first sit down and count the cost, whether he has enough to complete it?” Luke 14:28 (ESV) 


Meet The Team

Today's decision can determine the direction of your organization's financial future!

Let's assess your financial situation and create a plan to get your organization the positive results it needs...NOW!
1
Take the Assessment

Fill out our FREE Financial Evaluation.

2
Let's Talk

We'll schedule a Free / No Obligation consultation call.

3
Pick A Plan

You can select a plan listed below, or we can create a customized plan to meet your needs.

4
Sense of Peace

Now, you can rest assured there is a financial plan in place for your organization.

Executive Pastor
Plan

Change Plans Anytime / Cancel Anytime
  • Complete Assessment Of Current Operational Systems And Financial Goals Of The Church
  • Improve Internal Processes To Create Synergies Within The Organization
  • Develop Strategic Plans To Increase Giving While Reducing Expenses
  • Oversee Operation Expenses So Each Department Stays Within Its Budget
  • Thorough Review Of All Financial Statements Plus Create Detailed Monthly Summary Reports
  • Regular Communications With The Leadership Team To Ensure Goals Are Achieved
  • Provide Additional Training And Coaching For The Church's Financial And Operational P.O.C.s
  • **This Service Is Limited And Includes An Interview Process To Ensure It Is A Good Fit For Both Parties**

Stewardship
Advisor Plan

Change Plans Anytime / Cancel Anytime
  • Complete Assessment Of The Church's/Non-Profit's Financial Position
  • Review Monthly Financial Statements and Create Custom Summary Report For The Leadership Team
  • Develop A Monthly Financial Plan To Increase Giving While Finding Ways To Decrease Expenses
  • Lead Monthly Zoom Call With Your VSA (Review Monthly Financial Giving/Expense Plan And Custom Summary Report)
  • Direct Access To Your VSA For Financial Questions
  • Provide Additional Training And Coaching For The Organization’s Financial P.O.C.

Finance
Assessment Plan

Change Plans Anytime / Cancel Anytime
  • Complete Assessment Of The Church's/Non-Profit's Financial Position
  • In-Depth Review Current/Previous Financial Statements And Reports
  • Streamline Income And Expense Account Codes To Simplify The Bookkeeping Process
  • Provide A New Accurate And Simple Monthly Financial Summary Report
  • Create A New Annual and Monthly Budget For The Organization
  • Lead Zoom Meetings With Staff And The Leadership Teams To Explain Changes And Address Any Questions
  • Provide Additional Training And Coaching For The Organization’s Financial P.O.C.

Why go through another season alone?

Leading an organization during uncertain times can be immensely stressful, especially when it comes to finances. This pressure can drain a leader's energy and passion, leaving them feeling overwhelmed. CFG can help alleviate this burden by managing your financial concerns, allowing you to focus on leading your team and fulfilling your organization’s mission!


Listen to advice and accept discipline, and at the end you will be counted among the wise.
Proverbs 19:20

"Always plan ahead. It wasn't raining when Noah built the ark.”
Richard Cushings

We Can Go Further, Faster.....Working Together!

A partnership with CFG can accelerate the financial momentum your organization is experiencing now or bridge the gap between where your organization is currently and where it needs to be in the future.

As a reminder, Church Financial Group (CFG) offers three unique financial services for churches and faith-based non-profit organizations.

Our Outsourced Executive Pastor Services offer virtual, fractional leadership support to churches during transitions. We connect you with two experienced leaders—Richie Morton (operations) and Sanford Levings (finance)—to assist with strategy development for giving, database and facility optimization, staffing guidance, financial analysis, budgeting, and bookkeeping. This service can be customized to meet your church's needs, providing solutions similar to adding a support staff position.

Our Virtual Stewardship Advisor Services are ideal for small to mid-size churches and faith-based non-profits. A VSA Advisor will collaborate with your financial team, providing expertise and creating monthly summary reports for leadership. We’ll also develop plans to enhance giving and reduce expenses, helping your organization achieve greater financial margin.

The Strategic Finance Assessment Services are ideal for faith-based organizations experiencing growth or transitioning bookkeepers. This three-page assessment evaluates financial operations and identifies ways to enhance systems and coding to improve bookkeeping efficiency. Partnering with us means you’ll receive practical training for the Executive Pastor, Administrator, and Bookkeeper to ensure a smooth transition to improved procedures. This investment builds a strong financial foundation for the organization's long-term health and success.

We aim to establish a long-term partnership with you. We are confident that our affordable plans will deliver immediate, measurable results, helping your organization reach new financial heights! To get started, please fill out the FREE Financial Evaluation. Once we receive your information, we will contact you shortly to discuss the next steps.

Where Business and Ministry Work Together!

Outsourced Executive Pastor Services
Virtual Stewardship Advisor Services
Strategic Finance Assessment Services