Episode 93: Financial Admin Evaluation

Welcome to another episode of Navigating Church Finances with Michelle Brown, the podcast that takes the guesswork out of managing church finances. In this episode, we explore the importance of creating and utilizing job descriptions and employee evaluations, especially for church bookkeepers or financial administrators.

What’s in This Episode:

• Introduction of the New Show Format: Michelle talks about the new intro, music, and tagline designed to make the podcast more engaging and fun.

• The Importance of Job Descriptions: A discussion on why official job descriptions are crucial for both employees and the organization, ensuring clarity in responsibilities and expectations.

• Why Conduct Employee Evaluations:

  • Explains the recommended timeline for evaluations: 30, 60, and 90 days for new employees.

  • Highlights the significance of evaluations in setting clear expectations and providing performance feedback.

• Key Responsibilities of Church Bookkeepers/Financial Admins:

  • Weekly counting of donations, with a focus on having two unrelated people involved.

  • Maintaining payroll and benefit data, preparing financial data, and ensuring confidentiality.

  • Working collaboratively with the church treasurer and finance committee.

• Communication and Understanding Financial Data: Emphasis on the need for clear communication and understanding of financial reports to facilitate effective church operations.

• Course Offering: Michelle introduces her "Intro to Church Finances" course, which provides resources such as roles and responsibilities outlines, handouts, PDFs, checklists, and more.

Additional Resources:

• Visit https://www.churchfinances.org/icfcourse for more information on the "Intro to Church Finances" course, available now at a lower price until the end of tax season.

Conclusion: Join Michelle again next week as she continues to offer insights into church finance management. Remember to strive to make an impact, not just an income, and always present your best self.

Thank you for tuning in! If you found this episode helpful, consider checking out the course link provided above. Don’t forget to subscribe for more episodes filled with valuable information for your church's financial success.

Michelle looks forward to engaging with you in future episodes, sharing more tips and expert advice on church finances.

Welcome back!

In today’s episode, we will be chatting about properly preparing a Minister’s W-2.

I recently had the honor of writing an article for NATP’s Tax Pro magazine. Since I share everything I learn with you, I decided that I would share highlights from the article with you as it’s a member-only magazine and cannot be purchased by the general public.

Even though the deadline for submitting W-2’s to the IRS and providing to your employees is past, it’s never too soon to start thinking about next year's W-2’s and just receiving confirmation that the ones issued this year were correct.

For the full article, sign up for my email list if you haven't already at https://churchfinances.org and click on the link to join the newsletter.

xo

Michelle

After a 2-month break, I'm back and sharing why it took so long.

Grab your FREE Church Payroll Compliance Kit at https://churchpayrollcompliancekit.com

Join my Private Coaching Group at https://churchfinances.org/cohort

Thanks for listening

xo

Michelle