Our Services

Your ministry is unique, so Heritage Ministry Solutions provides a range of services that are tailored to your needs. Below is an abbreviated schedule of solutions that can be developed to serve the particular needs of your organization:

QuickBooks Financial Package:

  • Subscription to QuickBooks Online accounting suite
  • Development of Chart of Accounts tailored to your ministry
  • Design of custom reports for church leadership
  • Monthly bank and credit account reconciliation
  • Monthly development and review of financial statements
  • Review and monitoring of ministry check registers and transactions

Payroll Processing and Reporting:

  • Perform payroll processing based on church schedule (weekly, bi-weekly, etc.)
  • Make monthly Federal and State Tax deposits and quarterly payroll tax returns
  • Produce year-end W-2 forms for employees and W-3 transmittal forms
  • Implement Direct Deposit for employees as desired
  • Provide professional monitoring of clergy and church tax compliance

Contributions Posting and Reporting:

  • Post contributions into the church’s ChMS (must be web-based product) or QuickBooks
  • Prepare quarterly and annual contributions reports for members and deliver to church
  • Prepare weekly income statement and distribute to senior pastor
  • Report new donors, significant contributions, and contribution range reports
  • Reconcile contributions with church banking deposit

Accounts Payable and Cash Management:

  • Prepare monthly church payables budget and cashflow forecast
  • Develop and implement staff purchasing and disbursement procedures
  • Implement online bill pay and integrate with Quickbooks accounting suite
  • Disburse funds for trade payables, missions organizations, and volunteer ministries
  • Provide annual 1099 and 1096 reports for vendors and contractors
  • Prepare monthly transaction analysis for leadership review

Other Services:

Every client of Heritage Ministry Solutions receives a host of other valuable services for which
there is no additional cost:

  • Up to three hours each month of on-site consultation on best practices, policy &
    procedure development, organization development, and process improvement
  • Ongoing financial review of church financial records to ensure GAAP compliance
    and data integrity
  • 24/7/365 access to a team of professional accountants, auditors, and ministry
    professionals for advice on all aspects of administrative functions

Significant discounts are available for new church plants and churches whose adult membership is less than one hundred fifty. Ask us about custom plans tailored to your specific needs. Our goal and commitment is to provide “back office” solutions that enable your team to spend more time in direct ministry and less time on administration. We partner with you to add significant value to the organization through efficiency and professional skill.





P.O. Box 309
Stockbridge, GA 30281

Phone: (770) 309-8141

Email: admin@heritagesolutions.biz