Church Accounting: Policy and Procedures Manual

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Church Policies and Procedures Manual Handbook

A Policies and Procedures manual is a reference guide for the church’s operations, functions, and staff duties. Policies tell who does what tasks and why those tasks must be done. Procedures give step-by-step instructions on how to do those tasks.

No matter the size, every church should have a written policies and procedures manual. With the turnover rate in many small churches, a P&P manual becomes even more imperative. Many times new staff members only receive quick verbal instructions that are often forgotten or not fully understood. Creating a P&P manual will help these transactions roll over easier and most importantly keep your internal controls in place.

Lisa London and Vickey Boatright, authors of Church Accounting: The How-To Guide for Small & Growing Churches, have developed this handbook to help you document and organize your church's policies and procedures.

Imagine having one place to find the:

  • history and mission of the church
  • bylaws
  • committee roles and recurring meeting times
  • record retention rules
  • accounting procedures and process
  • list of restricted and unrestricted funds
  • and so much more!

Use this handbook to create a basic P&P manual and then add to it as your church grows and your personnel and accounting needs expand. It is designed for you to fill in the blanks with your own church’s existing accounting and business policies and to help create new ones as well.

Church Policies and Procedures Manual Handbook is designed with the following categories:

  • History of the Organization
  • Contact Information
  • Governance Policies
  • Administrative Policies
  • Financial Procedures
  • Financial & Contractual Policies

It is a PDF file designed to be printed out and placed in a three ring binder. Use it in conjunction with Church Accounting: The How-To Guide for Small & Growing Churches to help with your accounting needs.

 Church accounting will be less worrisome with The Accountant Beside You every step of the way. 

Save money with the Church Accounting Bundle!

 E-Book Format:   PDF file

 About the Authors:

Lisa London, CPA is a financial professional and accountant with more than two decades of accounting, business, and training experience. Lisa has a unique ability to distill complex accounting information into the heart of what the end user needs to know in a way that is easy to understand. From Auditor to CFO to church volunteer, Lisa is known as the "Accountant Beside You" to many churches, businesses, and organizations.  

Vickey Boatright has worked as a fund accountant for a nonprofit for over 12 years and owns Vickey's Bookkeeping. Her site, is a treasure trove of valuable information on all things churches! Started in 2008, her site has grown exponentially with information on all of the ins and outs of church accounting. She is the treasurer for her church of 37 years.

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