Catholic audit and reporting document library.
A practical checklist for gathering the records Catholic organizations normally need before an audit, review, compilation, or Form 990 engagement.
Organize trial balance, general ledger, cash, revenue, payroll, debt, governance, and Form 990 support before the CPA request list arrives.
Practical controls for offertory, disbursements, bank reconciliations, finance council review, restricted funds, and accounting access.
Grants, payroll, restricted gifts, fundraising, ministry reporting, and board reporting items to prepare.
Plain-language guidance for discussing the right CPA report level with a diocese, lender, board, finance council, donor, or grantor.
Entity, governance, revenue, functional expense, compensation, and disclosure support needed for Form 990 preparation.
A suggested monthly packet for pastors, business managers, finance councils, boards, and ministry leadership.
A schedule template for donor-restricted gifts, grants, capital campaigns, second collections, and ministry funds.
