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!
Virtual Fractional CFO 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

Virtual Fractional CFO Services

Who is providing your organization financial/operational strategies for today's challenges and tomorrow's opportunities?

Virtual Stewardship Advisor Services

Who is creating a detailed monthly financial plan to increase giving while reducing expenses for your organization?

Strategic Finance Assessment Services

Can your organization generate accurate financial statement and reports the leadership can understand?

Our Financial Services

MRM and Associates is excited to partner with VentureCFO to bring you Church Financial Group (CFG). The CFG team brings over a half-century of marketplace and ministry experiences for churches and faith-based non-profit organizations. CFG understands that these two types of organizations operate very similarly (donation income vs. product/service income). We aim to ensure our clients are financially healthy so that they can fulfill their missions and visions for the coming years.

Where Business and Ministry Work Together!

Virtual Fractional CFO Services
As the leader, how often do you hear or even say to yourself, "I just don't have enough time to dig into the financials!"? Well, that is where our Fractional CFO can step in and take those responsibilities off your plate. While our CFO focuses on improving the organization's financial position and operational systems, you can focus on leading the team in fulfilling the organization's mission and vision.

This innovative service is not for every church or faith-based non-profit. However, if your organization is experiencing a season of growth or navigating strategic challenges, it could be a costly mistake not to have an experienced CFO on your team. Hiring a Fractional CFO who understands the non-profit world can be extremely valuable for your organization. The best part of this partnership is that your organization gains access to a CFO with years of experience in the marketplace and ministry for a fraction of the cost!

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 ever looked at your team and thought, "I sure wish I had someone who could focus solely on helping the organization be a better steward of the financial resources God has entrusted to it." If you do not have this person, we do! CFG has developed an innovative service that addresses this issue and is a perfect fit for small to medium-sized non-profit organizations. 

What is this service? We refer to it as Virtual Stewardship Advisor (VSA) Services. Each month, your VSA will review the organization's financials and other relevant monthly data. After analyzing the reports, they will provide a monthly summary report for the leadership team(s) while creating a detailed financial plan to increase giving while finding ways to decrease expenses. The VSA will work alongside the organization’s Executive Pastor/Director, Administrator, and/or Bookkeeper to ensure the financial plan is executed each month.  

The bottom-line goal for this service is to help churches and faith-based non-profits be the best stewards they can be...More Money For Ministry! We are confident when properly executed, your VSA will more than pay for themselves (2x-10x return on the monthly membership fee) by effectively utilizing our financial tools/resources. Do not wait another minute, 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 (Pastor, Executive Director, Elder, Deacon, Board Member, etc.), and when you see your organization’s financial reports, you ask yourself, “What is this? Who can understand these monthly statements?” Well, you are not alone! You may have an Ex. Pastor/Director, Administrator, and/or Bookkeeper who does their best, but lacks the necessary financial knowledge and experience when it comes to maintaining proper financial records. If you have confusing statements, it may not be the 'person'...it probably is the 'process'!

That is why we created Strategic Finance Assessment Services. This service ensures that churches and faith-based non-profits have the same accurate financial procedures and standards that for-profit businesses must have to operate effectively. To make informed decisions for the organization, the leadership must have accurate/transparent reports and statements that enable them to easily understand the organization's financial health!

Our approach begins with a thorough, three-page assessment designed to evaluate and enhance your organization's financial operations. 

Page 1 – Summary Assessment: A high-level overview highlighting the strengths and opportunities within your current financial system.
Page 2 – Balance Sheet Analysis: A detailed review of your organization's assets, liabilities, and equity to ensure accuracy and financial health.
Page 3 – Profit & Loss Statement Analysis: An in-depth examination of your income sources and expenses to identify key trends and areas for improvement.

We recommend that all new clients review their financial operations with us, as our assessments often reveal opportunities for both small and major improvements in systems and account coding. These changes streamline bookkeeping and increase efficiency. When you partner with us, we will provide hands-on training and supervision for your Executive Pastor/Director, Administrator, and Bookkeeper(s), ensuring a smooth transition to improved methods and lasting best practices. Our goal is to equip them, so they can be the very best they can be!

As you are aware, there are expenses and investments associated with spending the organization's resources. We believe this up-front effort is a strategic investment, establishing a solid financial foundation that supports your organization’s long-term health and future goals.

"Clarity equals success." Greg McKeown


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.

Fractional CFO
Plan

Change Plans Anytime / Cancel Anytime
  • Develop Financial And Operational Goals For The Organization
  • Involved In The Strategic Planning For Future Growth
  • Monitor Cash Flow Projections And Expense Reductions On A Weekly Basis
  • Review Monthly Financial Reports and Create Custom Financial Summary For The Leadership Team
  • Create and Manage The Organization's Operating Budget
  • Develop Performance And Success Goals For Team Members
  • Provide General Business Administration For Your Organization
  • **This Service Involves An Interview Process To Ensure Both Parties Come To Terms With An Agreement**

Stewardship
Advisor Plan

Change Plans Anytime / Cancel Anytime
  • Full Assessment Of The Organization's Financial Position Each Month
  • Review Monthly Financial Reports and Create Custom Financial Summary For The Leadership Team
  • Accountability To Ensure Steps Are Taking To Create A Culture Of Generosity and Resourcefulness
  • Monthly Zoom Call With Your Stewardship Advisor (Review Monthly Financial (Giving/Expense) Plan And Monthly Financial Summary)
  • Direct Access To Your Stewardship Advisor For Financial Questions
  • Provide Additional Coaching For The Organization’s Financial P.O.C.

Strategic Finance Assessment Plan

Change Plans Anytime / Cancel Anytime
  • Full Assessment Of The Organization's Financial Position
  • Consolidate Account Codes To Simplify The Bookkeeping Process
  • Complete Evaluation Of The Financial Reports From Previous Years
  • Provide A New Annual and Monthly Budget For The Organization
  • Detailed Budget Will Address Current And Future Organizational Needs
  • An Affordable Option For Churches and Non-Profit Organizations
  • Provide Additional Coaching For The Organization’s Financial P.O.C.

Why go through another season alone?

Leading an organization during uncertain times can create overwhelming stress professionally and personally. One of those stress points could be the organization's financial position. The 'weight of the finances' can squeeze the energy and passion out of any organizational leader. It may be so heavy that the leader feels like giving up. They may not know how to find relief from these stressful feelings. That is where CFG can step in for your organization. We will take the financial weight off you! Let us focus on the finances while you focus on leading your team in fulfilling the 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.

One of our services (Fractional CFO Services) is an innovative service that gives organizations access to an experienced CFO for a fraction of the cost. If your organization has reached the point where it needs a new direction with its finances, then this could be a great option. This service has limited availability. Let's talk today to see if this opportunity fits both parties well!

Our next service (Virtual Stewardship Advisor Services) is an excellent option for small to mid-size churches/faith-based non-profits. One of our VSA Advisors will work alongside your current financial team while bringing a new level of expertise to the organization. We will create monthly summary reports for the leadership team(s). Also, we will develop a plan each month to get quick, positive financial results (increase giving while decreasing expenses). If your organization needs more financial margin, a VSA is here to make that a reality!

The third service (Strategic Finance Assessment Services) is a great option for every non-profit. The three-page assessment helps potential clients to evaluate their financial operations, as it frequently uncover ways to enhance systems and account coding, leading to more efficient bookkeeping. If you decide to partner with us, we will offer practical training and guidance for the Ex. Pastor/Director, Administrator and/or Bookkeeper to ensure a seamless transition to improved procedures and sustainable best practices. This initial investment lays the groundwork for a strong financial foundation, promoting the long-term health and future success of the organization.

Our desire for this partnership is to be a long-term relationship. We are confident these affordable monthly plans will deliver immediate and measurable results that will financially take your organization to a new level! To get started, fill out the FREE Financial Evaluation. Once that information is received, we will contact you soon about your next step!

Where Business and Ministry Work Together!

Virtual Fractional CFO Services
Virtual Stewardship Advisor Services
Strategic Finance Assessment Services