- Serving Taxpayers Since 1993
- File In Person or Fully Virtual
- Year-Round Help, Not Just Tax Season
- Nonprofit & Church Specialists
- Flexible Refund & Payment Options
A church in a new Katy subdivision can double in a few years. The offering grows, a building fund opens, a youth mission trip starts collecting, and suddenly one bank account holds money promised to five different things. We keep the books for churches in Katy and the towns nearby, so every gift lands in the right fund and the numbers match the bank each month.
When You Need Church Bookkeeping
Call for help when the treasurer’s spreadsheet stops matching the bank, or when nobody remembers the last time it did. Other signs: money given for the new sanctuary has been covering the electric bill. Year-end giving statements draw complaints. Staff get paid back for purchases with no receipts on file.
These details carry tax weight. A donor who gives 250 dollars or more needs a written acknowledgment from the church to back up the deduction. The IRS lists what that written acknowledgment for gifts has to say, including a statement when the only thing the donor got back was an intangible religious benefit. Because churches are excused from the yearly 990, the church’s own books are often the only full record of where the money went.
Our Church Bookkeeping Process
First we build a chart of accounts made for church life. Each gift with a purpose, like missions, benevolence or the building campaign, gets its own fund. If the books have fallen behind, we catch up those months before regular work starts. Then, every month, we enter giving by household, post bills and staff pay, and reconcile each bank and card account to its statement.
You get financial statement preparation on a monthly or quarterly schedule: income and expenses, a balance sheet and a fund-by-fund report. In January we help produce the contribution statements your members need for their taxes. The layout stays the same from period to period, so your finance committee can compare months without hunting.
Church Bookkeeping Cost in Katy
The fee depends on volume: how many bank accounts, funds, giving entries and bills pass through each month. A church that is a year behind needs catch-up work first, which adds time up front. A church with two campuses tracked separately takes more time than one site. Monthly service costs more than quarterly. You get our fee before any work begins.
Fundraisers, Sales Tax and Your Church
Texas has a rule that surprises many church treasurers. A church’s state exemption covers what it buys, not what it sells. The Comptroller’s guide to nonprofit purchases and sales says a qualifying group can hold two one-day tax-free sales or auctions each calendar year. Rummage sales, T-shirt sales and fall festival booths outside those days may need sales tax collected. We record fundraiser income on its own lines, so you can see which events count toward the limit.
Why Choose Us for Church Bookkeeping
Church work is a core part of our office, and we have prepared taxes since 1993. Since we also run church payroll and prepare pastors’ returns, the figures in your books agree with every form that leaves our office. Your counting team can keep handling Sunday deposits and send us the deposit slips and statements, either at our Kingsland Boulevard office or online.
The books tie into all our services for Katy congregations.
Common Questions
We have two campuses. Can you keep them separate?
Yes. We can track each campus as its own department inside one set of books. Leaders see each site's giving and costs, and the church still gets one combined report.
Can you fix our books if they are a year or more behind?
Yes. We start from bank statements and deposit records, rebuild the missing months, and then move you onto a regular schedule. Catching up first is often the fastest path to clean giving statements.