Practical Training for the People Entrusted with Church Finances

Church administrators, treasurers, bookkeepers, finance committee members and volunteers. If you were handed the checkbook and told to "keep it straight," this course is for you. You don't need an accounting background. Each lesson explains the idea, shows why it matters, walks through an example and gives you a procedure you can use.

Follow church money from the offering plate to the board report

You will learn how money comes in and how gifts are documented, how to record transactions and read basic financial reports, how to protect church funds with simple internal controls, how to spend with proper approval and support, how to reconcile the bank account to the records, and how to report to leadership and plan the budget. The course also covers payroll, worker classification and year-end basics, and when to bring in a CPA, attorney or payroll professional. Every lesson uses Grace Community Church, a fictional church, so you see each step in a real-looking setting.

Invest in Better Financial Stewardship — $499 for 365 Days

Church Financial Management Training costs $499, paid once. You get 365 days of online access, starting the day you enroll. The course has 11 modules of captioned video lessons with a short quiz after each module, and you can watch at your own pace on a computer, tablet or phone. There is no automatic renewal. If you want more time after 365 days, you buy a new enrollment. You can request a full refund within 14 days of purchase; see our Refund Policy for details. Want to try it first? A few lessons are free to preview.

Built by a CPA

The course was developed by a certified public accountant (CPA) with years of experience in public-sector and nonprofit finance. Umbrella Training Academy was created to give church staff and volunteers plain, practical financial training. The course teaches what a church finance worker should handle, what they should verify, and when a question belongs with a qualified professional.

Important information

This course is educational. It is not legal, tax, accounting, payroll or investment advice. Grace Community Church is a fictional teaching example. Umbrella Training Academy is not affiliated with or endorsed by the IRS, any denomination or any certifying body.