Prepared for the leadership of Epic Life Church · New Braunfels, TX

Your books should tell a story, not just balance.

You don't need another bookkeeper who hands you a report you have to decode. You need a partner who compiles the numbers and tells you what they mean for the next ministry decision Epic Life makes.

Insight-first
Not just data entry
Church-fluent
Fund & designated-giving accounting
QuickBooks
Built on your existing stack
The difference that matters

Most churches are paying for a scorekeeper. Epic Life deserves a guide.

A bookkeeper records what already happened. Turnkey CFO records it accurately and then reads it back to you in plain English — so your board, your staff, and your vision are working from the same clear picture.

A typical bookkeeper

Compiles the numbers

  • Categorizes transactions, closes the month, hands you a P&L
  • Reports are accurate but silent — you still have to interpret them
  • "Here's what you spent." No "here's what it means."
  • You find out about a cash crunch after it happens
  • Designated funds blur together in one bank balance
Turnkey CFO
A financial partner

Interprets the numbers

  • Clean books plus a monthly read on what's actually going on
  • Live dashboards your team and board can open any time
  • "Giving is up 11% but restricted funds are growing faster than you're spending them"
  • Forward-looking: cash runway and giving trends you can see coming
  • Every designated fund tracked to the dollar, board-ready
Where compiling ends and clarity begins

This is the layer your current books are missing.

Below is the kind of living financial picture we'd build for Epic Life — your giving, your funds, your runway, read back to you in language a pastor and a board can act on. No spreadsheets to decode.

SAMPLE Epic Life Church · Financial Health
Trailing 12 months · refreshed every monthly close
Cash on hand
$0
▲ 5.4 months of reserve
YTD giving vs plan
0%
▲ 3% ahead of budget
Giving / attender
$0
▲ up from $42 last yr
Restricted funds held
$0
● committed, watch the spend

Monthly Giving vs. Budget

Are we tracking to the plan the board approved?

Where the money is held

General vs. designated funds
What a bookkeeper wouldn't tell you

General Fund giving is healthy and 3% ahead of plan — but your Missions & Building funds have grown to $86.5K while spending against them has stalled. You're holding money you've already promised God's people you'd deploy. That's a board conversation, not a line item — and it's exactly the kind of thing we surface before it becomes a trust issue.

Illustrative figures for demonstration. Your real dashboard is built from Epic Life's actual QuickBooks & giving data.

The full back office

Everything financial — handled, so your team stays on mission.

We run the entire bookkeeping and finance function for Epic Life. Each piece is done right; together they feed the insight layer above.

Bookkeeping & Monthly Close

Every transaction categorized to a true fund-accounting chart of accounts, reconciled, and closed on a predictable schedule. Always audit-ready.

Accurate books, every month

Payroll for Ministry

Staff and clergy payroll done correctly — including pastoral housing allowance, dual-status taxes, and benefits — through Gusto, fully managed.

Clergy-aware, compliant

1099s & Contractor Filings

Guest speakers, worship musicians, A/V contractors — tracked all year and filed on time, so January isn't a scramble and nothing slips.

Year-round, not year-end

AP / AR & Bill Pay

Vendor bills, reimbursements, and any receivables managed and paid on schedule — clean cash flow with a clear approval trail.

Nothing late, nothing lost

Reporting & Insight

Board-ready financials plus the live dashboards that started this conversation — giving trends, fund health, cash runway, and budget-vs-actual.

The part you've been missing

Budget & Advisory

An annual budget that maps to your vision, plus a partner to think through staffing, a building decision, or a new initiative — numbers first.

A guide for the big calls
Built for churches, not retrofitted

We already speak church finance.

The things that trip up a generic bookkeeper are the things we do every week for ministries and nonprofits.

01

True fund accounting

General, Building, Missions, Benevolence — each tracked and reported separately, never blended into one bank balance.

02

Designated & restricted giving

Money given for a purpose is honored for that purpose — and you can prove it to a donor or your board on demand.

03

Clergy housing allowance

Pastoral pay structured and run correctly for both the church and the pastor's personal tax picture.

04

Giving-platform fluency

We reconcile what hits the bank against Subsplash, Pushpay, Tithe.ly, or whatever Epic Life uses — to the penny.

05

Board & member transparency

Reporting that builds trust with your elders and your congregation — clear, consistent, and ready before the meeting.

06

Audit & year-end ready

Books kept so that a review, an audit, or a CPA hand-off is a non-event, not a fire drill.

Proof, not promises

The same dashboards, running live for real ministries today.

These are working financial dashboards we build and maintain for churches and nonprofits right now. Open them — this is what Epic Life's clarity would look like.

Built and maintained by Turnkey CFO for our ministry clients. Yours would be branded to Epic Life and fed by your own numbers.

Getting started is simple

From handoff to clarity in three steps.

1

We take it off your plate

You hand us QuickBooks access and your giving platform. We clean up, structure the fund accounting, and take ownership of the close. No disruption to your team.

2

We run the monthly rhythm

Every month: reconciled books, payroll, bills, and a clean close — plus your live dashboards refreshed so leadership is never guessing.

3

You lead with clarity

You walk into every board meeting and vision conversation knowing exactly where Epic Life stands financially — and what the numbers are telling you to do next.

Let's build Epic Life's clarity

Give your numbers a voice.

Let's spend 30 minutes on Epic Life's books and giving. We'll show you, on your real numbers, exactly what insight you're missing — no obligation.

Ricky West · Founder