Where things stand today, in plain language
Pulled straight from your QuickBooks (read-only) through May 2026. This is the same straight read I'd give you every month.
For me, this one is personal. Heirloom Church was planted out of Epic Life, so I already know your people and the way you steward what comes in. That's a big part of why I think this is the right fit.
You've outgrown the reporting you have now. With a $4.7M, two-year campaign in front of you, your elders are going to need a lot more clarity than a quarterly QuickBooks export can give them. That's the part I'm good at.
Your tithing is healthy and still growing. Last year you intentionally staffed up, which ran at a planned operating deficit, and you're already back to a surplus in the most recent month. That's a good story, but it only lands if the financials tell it clearly. Right now they don't.
Two ways to partner, built around your church
Both tiers include the full setup, data migration, and dashboard build (a $1,500 value) at no cost. Nothing to pay to switch. If you're asking what I'd recommend, it's Tier 2. It's what your elders are really after: clarity, real budgets, and someone reporting the numbers to them every month.
- Response time
- 3 business days
- Financial review
- Quarterly
- Leadership touchpoint
- Monthly
- Reporting
- Monthly financial statements
- Monthly bookkeeping & ministry coding
- Payroll administration
- 1099 management
- Bill pay
- Reimbursements
- Monthly financial statements
- One master financial dashboard
- Budget-vs-actual at the church-wide level
- Quarterly financial review
- Response time
- 1 business day
- First-pass to Brent
- In hand by week 2
- Board package
- Board-ready, before 3rd Monday
- Elder meeting
- Monthly, I report the financials (attend as able)
- Vision meeting
- 2× / year, in person if desired
- Leadership touchpoint
- Biweekly, if desired
- Full four-altitude dashboards (30k / 15k / 5k / 2-ft)
- Budget-vs-actual by ministry and department (MTD / QTD / YTD)
- Full annual budget build across all ministries + coding standards
- Giving & stewardship analytics (Planning Center)
- Cash-reserve plan + board KPIs
- Multi-year forecast + reserve / debt-service reporting & strategy
- I report out the financials at your monthly elder meeting
- Board-ready package for the 3rd-Monday meeting
One clean cutover, fully migrated inside a month
I know the last switch dragged out 18 months. That's not happening here. Your books are already in decent shape, so this is cleanup and configuration, not a rebuild. Here's exactly how I'll run it: one clean cutover on July 1, payroll live on the 15th, and full migration inside a month with minimal disruption to your team.
My commitment to you
You'll have your first clean monthly report within weeks, not months. QuickBooks stays right where it is, I'm not ripping anything out mid-stream, and I'll do all the heavy lifting on the account setup so it doesn't land on your team.
No setup fee, no migration fee. The transition is on me, because the relationship matters more than the line item.
Get the access in place
QuickBooks is already connected. All that's left is Bill.com and view-only access to the bank and loan statement accounts. That's a 1–3 day setup, and most of it is a few clicks on Heather's side.
One clean cutover
I take over the books as of July 1. One clean date, no half-migrated mess. Month one may take me a little longer than usual while I get familiar with how your accounts and programs are set up, but you'll still have your books and your dashboard by the second week of July.
Payroll goes live in Gusto
First payroll run lands on the 15th. I picked that date on purpose: it's a clean end of quarter for payroll tax reporting, and it gives everyone time to get established in Gusto, your new payroll provider. I'll do all the heavy lifting on the account setup.
Fully migrated
Start to finish in about a month, with minimal disruption to your team.
Budget, long-range structure & reporting
I'll sit down with Heather and Brent for account reviews, make sure every program is assessed and allocated correctly, then build a clear budget that maps to your account structure, departments, and long-range plan, plus the reporting that tracks against it. That's what gives you real line of sight into liquidity and capital campaign progress.
Almost everything sits with me or with Heather. The only piece that really needs Brent is shaping the budget and long-range plan.
All access in place: Bill.com and bank/loan view access.
Clean cutover. The books are mine to run.
Your first monthly financials and elder dashboard, live.
Payroll running in Gusto on a clean quarter-end start.
Fully migrated, minimal disruption to the team.
Budget and long-range structure in place for liquidity and campaign visibility.
You send inputs
Receipts, memos, and approvals from your team.
→First-pass to Brent
Plain-language financials, reviewed.
→Board-ready package
In your elders' hands. I report it out.
What your elders will actually see
I built this sample ahead of time using Epic Life's actual QuickBooks numbers, so you can see exactly what your monthly reporting would look like at four levels of detail. Click in to explore the full interactive version.
Are we healthy?
Six numbers and one plain sentence on each. The board-glance view.
Income, expense & trends
Money in vs. out, year over year, with the quarterly rhythm. The leadership view.
Where the money goes
Spending by ministry & department with budget-vs-actual in red and black.
Every line, on demand
Full account detail, balance sheet, and campaign tracking. Everything's there.
This is a sample I built for this proposal, using Epic Life's real QuickBooks data so you're looking at your own numbers and not a generic demo. It isn't your live books yet. It's a preview of what you'd get from me every month.
This sample is just the starting point. The dashboard is fully customizable to any financial metric you want to track, on anything we have access to. And since so much of a church's health lives outside the ledger, I can pull attendance and other numbers out of Planning Center into the same view, so your elders get a broader read on the health of the church, not just the finances.
You'll also get a dedicated client portal. One place for our messaging, file sharing, document requests, and approvals, so nothing important gets buried in an email thread and everything we work on together stays in one spot.
Reporting that's ready for the $4.7M campaign
Here's the two-year vision, and the structure I'll report against quarter by quarter and year by year, so everyone always knows where things stand.
A campaign this size only works if everyone trusts the numbers. A $4.7M, two-year raise comes down to accurate, reliable reporting: pledges vs. what's actually collected, restricted building funds kept clean, loan draws and construction costs tracked to the dollar. My job is to make sure your elders, your donors, and your lenders can always see exactly where the campaign stands, reported the same way every quarter.
Why this partnership is the right call for Epic Life
- Your $4.7M campaign runs on numbers everyone can trust. Accurate, reliable insight into every dollar (pledges vs. cash, restricted funds, construction draws) so your elders, donors, and lenders believe the financials behind the building.
- Reporting your leaders will actually use. Plain-language financials your elders can read at a glance, in their hands before every meeting. No more raw QuickBooks exports.
- A clean, fast handoff and a real partner. $0 to switch, live in weeks instead of months, and someone reporting to your elders every month, so Brent is never the one put on the spot about the finances.
It would be an honor to steward Epic Life's numbers through this next chapter.