Accounting Services Packages for Parishes in the Diocese of Southern Ohio

Chazin & Company is partnering with the Diocese of Southern Ohio to provide accounting services packages to Parishes in the Diocese.
ABOUT CHAZIN & COMPANY

The Chazin Way

Chazin & Company provides virtual accounting services exclusively for churches and nonprofit organizations and has unparalleled experience in accounting and financial management to effectively provide stewardship over your Parish’s accounting and finance function. The company was formed by Adele Chazin in 2005 and has since grown to a staff of over fifty (50). All accountants are employees of Chazin & Company. We do not outsource any accounting work outside the U.S. Additionally, all members of the Chazin & Company accounting team are Certified Nonprofit Accounting Professionals (CNAP).
Chazin & Company does not use a cookie-cutter approach. We tailor our services for each client. Some clients require full-time placement while others require specific levels of services weekly, bi-weekly, monthly, or quarterly.
All work will be performed in an efficient and competent manner. Chazin & Company will respond timely to requests from client staff, Vestry and Lay leadership, and will manage continuity of work to ensure reliable performance of contracted deliverables. In addition, frequent communication will occur continually throughout the year, including during month-end/year-end close and audit preparation. Chazin & Company delivers superior customer service and requires our accountants to respond to client requests within 24 business hours. Your Chazin & Company team will be available to you every working day of the year. This allows us to provide you with a “down the hall” feel that our clients value.
SERVICES

Accounting Service Options

Quarterly Review
Services

Recommended for
Parishes $100K - $500K in revenue size
  • Review Work Performed by Internal Team
  • Train Staff and/or Volunteers
  • Provide Expert Consultation

Quarterly Accounting
Services

Recommended for
Parishes $100K - $500K in revenue size
  • Record Accounts Payable Transactions
  • Record Accounts Receivable Transactions
  • Record Cash Receipts
  • Reconcile Bank Accounts
  • Reconcile Investment Accounts
  • Reconcile Accounting File with Donor Database
  • Perform Quarterly Close
  • Prepare and Present Financial Quarterly Package
  • Review Work Performed by Internal Team
  • Train Staff and/or Volunteers
  • Provide Expert Consultation

Ongoing Monthly Accounting Services

Recommended for
Parishes $500K+ in revenue size
  • Record Accounts Payable Transactions
  • Record Accounts Receivable Transactions
  • Record Cash Receipts
  • Reconcile Bank Accounts
  • Reconcile Investment Accounts
  • Reconcile Accounting File with Donor Database
  • Perform Monthly Close
  • Prepare and Present Financial Monthly Package
  • Review Work Performed by Internal Team
  • Train Staff and/or Volunteers
  • Audit Preparation
  • Provide Expert Consultation
SYSTEMS AND ACCOUNTING SOFTWARE

Powered by First-in-Class Software

Chazin & Company's Nonprofit Accounting Specialists are familiar with REALM, ACS OnDemand, QuickBooks and SAGE Intacct and have clients that use these software solutions. Chazin & Company also has clients that use other accounting software applications, and we are adept at learning other accounting systems, as required, to serve our clients.

Chazin & Company’s Systems Team can assist you in finding accounting software that fits your church’s needs if you are not satisfied with the system you currently have. The Systems Team can also implement or migrate to a new system for an additional charge.

We are familiar with many donor database systems, bill payment systems and payroll processors. We can assist you in finding a vendor that fits the needs of your Parish, if needed, for an additional charge.

OUR PROCESS

Three Simple Steps To Get Started

We encourage you to set up a complimentary consultation so we can learn about your Parish, your current processes, and provide recommendations to improve your present accounting and finance function. After the initial consultation and our review of your questionnaire and accounting file, we will provide you with a proposal for services for your consideration.

02

Review
Information

03

Receive
Proposal
Karen Sprague
Director of Business Development
SERVICES AND COSTS

Quarterly Review Services

Estimate: 2 - 4 hours per quarter at $1,040 - $2,080 annually

Recommended for Parishes $100K - $500K in revenue size that have staff and/or a volunteer Treasurer that will enter all Accounts Payable and Accounts Receivable transactions into the accounting system. They will also perform all reconciliations and audit preparation, as well as prepare month-end financial reports for Vestry and Finance Committee review. Chazin & Company staff will review the work quarterly to confirm it is posted accurately and to ensure that nonprofit regulations and best practices are followed, controls are in place, and to provide any necessary guidance and training.

SERVICES AND COSTS

Quarterly Accounting Services

Estimate: 4 - 8 hours per quarter at $2,080 - $4,160 annually

Recommended for Parishes $100K - $500K in revenue size with less than 50 Accounts Receivable and Accounts Payable transactions, and no more than three bank accounts to reconcile per quarter. The Parish should have someone on staff and/or a volunteer Treasurer that is able to deposit checks with the bank and pay bills at the Parish. All deposit and payment images are uploaded to the secure portal at Chazin & Company for the Nonprofit Accountant Specialist to post into the accounting file quarterly, reconcile bank accounts, close the quarter, and provide quarterly financial statements for the Finance Committee and Vestry to review.

SERVICES AND COSTS

Ongoing Monthly Accounting Services

Estimate: To be provided after additional information is provided to Chazin & Company by the Parish.

Recommended for Parishes $500K+ in revenue size and have transaction volume that requires monthly entries and reconciliations. The cost for this service is based on the scope of work assigned, the total number of transactions, number of bank and investment accounts, and complexity of the Parish. Chazin & Company can provide both lower-level and higher-level accounting services as well as CFO services, depending on the Parish’s current staff and needs. The estimated cost is provided to the Parish for consideration after completing a questionnaire and a brief review of the current accounting file. Chazin & Company will prepare a thoughtful proposal based on our knowledge of your Parish.

Schedule a Complimentary Consultation