Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Focus on your mission, not the numbers.
What if you could put your organization on a stronger, more manageable financial footing, while easing the day-to-day burden of accounting, tax compliance, and reporting?
Now you can, regardless of the size, faith, denomination, budget, or location of your religious organization. CLA’s experienced professionals have assembled a package of secure, easy-to-learn technology tools that can make you better stewards of your resources while putting your organization on the road to better financial management.
Features and capabilities
- Regular, consistent, and comprehensive financial reporting
- Standardization of policies, procedures, and implementation of best practices
- Integration with membership or donor management systems
- Assistance with long- and short-term planning including budget preparation
By eliminating multiple spreadsheets, you gain real-time access to financial details for reporting, analysis, and strategic planning.
How it works
These are customized solutions with built-in flexibility and scalability to address your current and future needs.
General ledger accounting — Intacct is a cloud-based accounting system offering professionally designed financial statements, and tracking of designated and restricted funds.
Accounts payable — Bill.com is a cloud-based workflow tool with secure access to payables by mobile device or computer. Payments are processed by Bill.com or checks can be printed in house.
Expense reporting — Tallie is a cloud-based expense reporting tool that is excellent for both staff reimbursements and corporate credit cards.
Donor management — Interface seamlessly with your donor management software, or start tracking donations with new accuracy and convenience.
Payroll — Work with your current payroll provider or we will manage your payroll via our relationship with ADP, one of the most trusted payroll processors in the country.
We’ve done the ground work for you, so you can benefit from the latest technology, training, and our experience.
Multiple dashboards present, compare, and analyze data visually so non-financial users get a clear, complete picture.
Take control without tying yourself down
- Simplify and streamline everyday processes like accounts payable, accounts receivable, payroll, and tax compliance
- Improve financial accountability and transparency
- Stronger internal controls to reduce the risk of fraud and mismanagement
- Get 24/7 accessibility at home, on the road, wherever your work takes you
- Detailed but easy-to-understand financial statements
- Seamless transition from your existing accounting systems and processes
CLA professionals and consultants who developed these services have extensive experience with more than 1,000 religious organizations, including churches, denominations, diocese, religious orders, synagogues, retreat centers, schools, foundations, publishing, ministries, and outreach entities. We know your challenges and concerns and can work as a team to provide cost-effective business solutions scaled to your needs.
For a short demonstration of the financial management tools and further description of the related services, listen to our webinar.
The next step is easy. Contact email@example.com or call 1-888-529-2648 for a complimentary analysis of your current financial systems and processes, as well as an estimate for outsourced accounting solutions.