Guiding Kingdom Minded Churches
Gain valuable insights about your church through Smart Bookkeeping, Cash Flow Forecasting, and Insightful Reporting
OUR MISSION
.
YOUR SUCCESS
Bookkeeping
Providing the foundation for accurate financial management, ensuring every transaction is meticulously recorded and organized.
CFO Services
Providing you with expert guidance and support, empowering you to make confident, data-driven decisions for your business.
Insightful Reporting
Go beyond basic financial statements and dive deep into your finances with reports that speak volumes. We turn data into actionable insights.
Cash Flow Mastery
Keep your cash flowing smoothly with our expert monitoring and advice. Never be caught off-guard.
Why choose us
OUR SERVICES
It’s good to look at where you have been, but business owners want to know where they are going. At Guided Insight we do both.
Dynamic Forecasting
Escape the limitations of static forecasts and outdated budgets. With dynamic forecasting, your numbers evolve month to month. Say goodbye to obsolescence and hello to accurate insights that guide your future success.
Scenario Builder
Embrace proactive planning: envision best and worst case scenarios, project future business events, and ensure preparedness for every possibility.
Who We Are?
A Kingdom Minded Business built for Kingdom Minded Businesses.
The Process
01
Connect
Schedule a call to discuss your business needs.
02
Define
Identify the services that align with your business goals.
03
Onboard
Begin the seamless onboarding process for smooth integration.
04
Reclaim
Refocus your energy on what matters most while we handle your financial needs.
See what Guided Insight can do for you
Get the peace of mind that comes with knowing your finances are being stewarded well.
Numbers Made Simple
Understand exactly where you are and where you are going.
True Partnership
You're not just another task that needs checking off, we're your partner.
Savings
We are committed to saving you valuable time and money.
It’s good to look at where you have been, but churches need to know where they are going.
At Guided Insight we do both.
How We Help
Smart Bookkeeping
Transaction Processing
We do all the boring stuff in QuickBooks.
Receipt Management
Did you know the IRS requires documentation for transactions $75 or more? They also can go back 6 years on an audit. We streamline this process so every transaction has documentation.
Accounts Payable
We instill proper processes so that every bill is paid on time and accurately.
Internal Controls
We’ll make sure your books are up to par and fraud proof.
Payroll
Onboard Employees
We’ll make sure each employee is set up to be paid on-time with the proper documentation.
Issue W2s and W9s
Do you even know what those are? We do. Every employee and contractor will have their tax documents filed on time and accurately.
Payroll Taxes
Churches have to pay that? In most cases, yes.
Minister Salaries/Housing Allowance
Pastor pay is very unique. Housing allowance can be confusing. We’ll make sure you are all squared away.
Insightful Reporting
Report Videos
Why is your net income higher than the change in your bank balance? Is someone stealing from you? Not with us they won’t be. We send a clear, concise video with every report so that you know where you’re at and where you’re headed.
Financial Dashboards
No need to wait until the 15th of the month to know where you were at 15 days ago. We give you access to up-to-date dashboards with all your key numbers.
Fund Management
General, building, mission, that random project you raised money for 5 years ago, etc. We’ll keep track of them all and provide a snapshot of the ins and outs every month.
Custom Metrics
Keep track of the key numbers that impact your church’s financial health.
CFO Services
Cash Flow Forecasting
Keep your cash flowing smoothly with our expert monitoring and advice. Never be caught off-guard. We provide accurate forecasts that update on a monthly basis.
Scenario Planning
Need to know when you can bring on another pastor? What about planning for a building addition? We create multiple scenarios in your financial forecast so you can know how to respond in best or worst cases.
Budgetting
We won’t just send you a template or general recommendations, we will work side-by-side to put together a reasonable budget that fits your mission as a church.
Staff Optimization
We have the capability to be your full-time finance team or work beside your Executive Pastor.
Our Three Levels of Service
How We Serve Our Partners
Support
For churches who already have strong church finance minded people in leadership.
Ideal for:
- Established Churches
- Executive Pastor with strong finance background
- Want deeper insights
Services Offered:
- Smart Bookkeeping
- Accurate Payroll
- Report Videos
Empower
For churches who want to empower their current executive pastor and/or other staff.
Ideal for:
- Growing Churches
- Executive or Admin Pastor with stronger giftings in other areas
- Need forecasting and planning
Services Offered:
- Everything as Support
- Cash Flow Forecasting
- Scenario Planning
Flourish
For churches who who do not yet have an executive or admin pastor.
Ideal for:
- All Churches
- Want full finance staff at fraction of the cost
- Need church finance guidance
Services Offered:
- Everything as Empower
- Routine Meetings
- Full Budget Creation
Our Three Levels of Service
How We Serve Our Partners
Support
For churches who already have strong church finance minded people in leadership.
Ideal for:
- Established Churches
- Executive Pastor with strong finance background
- Want deeper insights
Services Offered:
- Smart Bookkeeping
- Accurate Payroll
- Report Videos
Empower
For churches who want to empower their current executive pastor and/or other staff.
Ideal for:
- Growing Churches
- Executive or Admin Pastor with stronger giftings in other areas
- Need forecasting and planning
Services Offered:
- Everything as Support
- Cash Flow Forecasting
- Scenario Planning
Flourish
For churches who who do not yet have an executive or admin pastor.
Ideal for:
- All Churches
- Want full finance staff at fraction of the cost
- Need church finance guidance
Services Offered:
- Everything as Empower
- Routine Meetings
- Full Budget Creation
Who We Are?
A Kingdom Minded Business built for Kingdom Minded Churches.
Our Experience
After double majoring in Accounting and Finance, and receiving an offer from one of the nation’s largest CPA firms, I felt a different calling. The Lord led me to Nicaragua, where I spent seven years starting and overseeing a sports ministry. Since then, I’ve had the privilege of working with over 100 churches, non-profits, and for-profit businesses, from church plants to multi-million dollar, multi-site churches.
I understand the toils of ministry. Guided Insight was started to partner with like minded churches and to use our unique giftings to empower church leaders to use theirs. We understand that your mission as a church is unique and requires a tailored solution. Our goal is to leverage our expertise to help your church flourish into what God has called it to be.
The Problem We See
Through my time working with churches I have noticed the lack of importance in choosing who to oversees the finances. Whether that be an individual or outside company. Most churches wouldn’t hire a plumber to handle a electrical issue at their church. That wouldn’t be a wise decision. Yet, when it comes to finances, which is probably the second most important thing we are to steward outside of people, most churches are comfortable letting people with limited accounting knowledge and definitely limited church finance knowledge handle their finances. I would say that decision as well is not a wise decision.
Our Experience
After double majoring in Accounting and Finance and receiving an offer from one of the nation’s largest CPA firms, I felt a different calling. The Lord led me to Nicaragua, where I spent seven years starting and overseeing a sports ministry. Since then, I’ve been blessed to work with over 100 churches, non-profits, and for-profit businesses, ranging from church plants to multi-million dollar, multi-site churches.
The Problem We See
Churches often place a lack of importance on who handles their finances which is the second most important thing we are to steward outside of people. You wouldn’t hire a plumber to handle an electrical issue at your church. Why would you be comfortable letting someone with limited knowledge handle your finances?
Our Solution
We understand the toils of ministry. Guided Insight was started to partner with like minded churches and to use our unique giftings to empower church leaders to use theirs. We understand that your mission as a church is unique and requires a tailored solution. Our goal is to leverage our expertise to help your church flourish into what God has called it to be.
Are We a Good Fit?
You're an Elder Led Church
One of the main aspects of good accounting is having proper internal controls. This is necessary for organizations to prevent fraud. We believe the same for churches. Strong elder leadership is not only what we believe the Bible teaches, but the foundation for a flourishing church.
You Feel Expository Teaching is Necessary
We believe teaching the Word in it’s proper context leads to repentance and a healthy, sacrificial congregation.
You Have a Heart to Give
As a Kingdom Minded Business we believe business should be used as a catalyst to further the Kingdom. One of the main characteristics of The Church should be sacrificial giving as Jesus represented. We aspire to partner with like minded churches who look to give abundantly of their time, resources, and money to their mission whether that be internally, locally, nationally or internationally.
You Want Staff Optimization
We often see churches employ individuals without a finance or accounting background to fill those roles much less someone with a church finance background. The same can be said for outsourced bookkeeping/accounting firms. We know church finance. Whether you are looking for a comprehensive option or want to empower current staff by outsourcing certain tasks, we got you covered.
You Enjoy Savings
Our average partner can save $2,500 per month.
How To Get Started With Us?
The Process
01
Connect
Schedule a call to discuss your needs.
02
Define
Identify the services that align with your goals.
03
Onboard
Begin the seamless onboarding process.
04
Flourish
Refocus on your mission.
See what Guided Insight can do for you
Get the peace of mind that comes with knowing your church’s finances are being stewarded well.
Bookkeeping
Providing the foundation for accurate financial management, basically, we'll do all the boring stuff
CFO Services
Let us be your XP or partner with your XP to forecast, monitor cash flow, budget and set up internal controls.
Insightful Reporting
We provide short, concise videos for every report so that you know exactly where you're at and where you're going.
Payroll
Make sure your people are onboarded and paid properly. We'll take care of those payroll taxes too.