We provide innovative financial services and solutions for churches and faith-based non-profit organizations.

We are passionate these organizations don’t just survive but thrive!
Outsourced Executive Pastor Services
Virtual Stewardship Advisor Services
Strategic Finance Assessment Services

In this climate of uncertainty, are you confident your organization is financially positioned to fulfill its mission and vision for the coming years?

New Circumstances Require Leaders To Try New Strategies

Outsourced Executive Pastor Services

Does your church have a qualified leader to provide effective operational and financial solutions for current challenges and future opportunities?

Virtual Stewardship Advisor Services

Does your organization have someone with the skills and resources to develop a detailed monthly financial plan to increase donations while minimizing expenses?

Strategic Finance Assessment Services

Are you facing any important decisions for your organization regarding growth, expansion, or critical transitions, but only have access to unclear and inefficient financial statements?

Our Financial Services

MRM and Associates is excited to partner with VentureCFO to bring you Church Financial Group (CFG). The CFG team brings over a half-century of marketplace and ministry experiences for churches and faith-based non-profit organizations. CFG understands that these two types of organizations operate very similarly (donation income vs. product/service income). We aim to ensure our clients are financially healthy so that they can fulfill their missions and visions for the coming years.

Where Business and Ministry Work Together!

Outsourced Executive Pastor Services
If your church is searching for an Executive Pastor, has the right person on the team but needs professional training/coaching, or is not in a financial position to hire someone full-time, then we have the perfect solution for you!

Outsourced Executive Pastor Services is a fractional/virtual offering designed to support churches during times of transition. Tailored for pastors, church leaders, and boards, this service offers a unique advantage by pairing clients with two highly experienced leaders, ensuring comprehensive guidance across both operational and financial areas. With this innovative dual-leader model, churches benefit from the collective expertise of seasoned professionals, resulting in well-rounded support for critical ministry operations.

Richie Morton brings exceptional operational strengths to the team, while Sanford Levings offers deep financial expertise, allowing for seamless collaboration across multiple domains of church management. Their combined backgrounds enable them to deliver key services, including developing generosity strategies, evaluating giving platforms, optimizing database systems, maximizing facilities utilization, advising on staffing and benefit expenses, performing CFO-level financial analysis, budgeting, and streamlining bookkeeping processes. Together, Richie and Sanford provide strategic leadership and practical solutions, empowering churches to thrive even in transitional periods. Your church gets all this for roughly the cost of a support staff position on your team. There are limited opportunities with this service, so contact us today!

Plans go wrong for lack of advice; many advisers bring success. Proverbs 15:22 (NLT)

Virtual Stewardship Advisor Services
As an organizational leader, have you ever looked at your team and thought, "I sure wish we had someone who had the financial skills, tools, and time to focus solely on helping the organization be a better steward of the resources God has entrusted to us." If you do not have this experienced person, we do! CFG has developed an innovative/affordable service that addresses this issue and is a perfect solution for small to medium-sized churches and faith-based non-profits.

What is this service? We refer to it as Virtual Stewardship Advisor (VSA) Services. Each month, your VSA will review the organization's financials and other relevant monthly data. They will verify that the organization's monthly financial records are processed and coded accurately. This service will bring accountability and transparency to the organization. Next, your VSA will provide a clear/accurate monthly summary report for the leadership team(s) to review. Next, your VSA will create a financial plan each month to increase giving while identifying ways to minimize expenses. This service ensures that proactive steps are taken to develop a culture of generosity and resourcefulness. Lastly, the VSA will work closely with the organization’s Executive Pastor/Director, Administrator, and/or Bookkeeper to make sure the financial plan is followed through effectively each month.  

The bottom-line goal for this service is to help churches and faith-based non-profits be the best stewards they can be...More Money For Ministry! With God's favor, we are confident when properly executed, your VSA will more than pay for themselves (2x-10x return on the monthly membership fee) by effectively utilizing our financial experiences, tools, and resources. Do not wait another minute, contact us today for more information!

"The one principle that surrounds everything else is that of stewardship; that we are the managers of everything that God has given us." Larry Burkett

Strategic Finance Assessment Services
Are you a non-profit leader who finds financial reports confusing and overwhelming? Whether you serve as a Pastor, Executive Director, Elder, Deacon, Board Member, or in another leadership capacity, you are not alone. Many organizations, even with dedicated staff such as Executive Pastors, Administrators, or Bookkeepers, struggle to maintain clear and accurate financial records. Often, the challenge lies not in the individual but in the underlying financial processes.

Recognizing these common pain points, we developed Strategic Finance Assessment Services to address the specific needs of churches and faith-based non-profits seeking to grow and expand their impact, or maybe going through a bookkeeper transition. Our comprehensive service is designed to help you establish financial procedures and standards that will take your accounting to the next level, not built on someone's personality. Our detailed process is comparable to those required in for-profit businesses, ensuring your organization operates efficiently and effectively. 

The foundation of our approach is a thorough three-page assessment that provides a deep dive into your organization’s financial operations: 

Page 1 – Summary Assessment: A high-level overview highlighting the strengths and opportunities within your current financial system.
Page 2 – Balance Sheet Analysis: A detailed review of your organization's assets, liabilities, and equity to ensure accuracy and financial health. 
Page 3 – Profit & Loss Statement Analysis: An in-depth examination of your income sources and expenses to identify key trends and areas for improvement.

We strongly recommend that all new clients with an operating income over $1 million undertake this assessment with us, as it frequently reveals both minor and significant opportunities for system improvements and more effective account coding. By refining these processes, organizations benefit from streamlined bookkeeping, greater accuracy, enhanced operational efficiency, and reports that your entire team can understand.

When you partner with us, we do not just deliver a report and walk away. We provide hands-on training and ongoing coaching for your Executive Pastor, Administrator, and Bookkeeper, ensuring they understand and can maintain the improved financial methods and best practices. Our goal is to empower your financial team to support the organization’s mission with confidence and clarity. 

It is important to note that not every church or non-profit may need this level of service, but for those in a season of growth, expansion plans, operational complexities, bookkeeper transitions, or a desire to lay a solid foundation for future growth, investing in robust financial systems is essential. A well-structured process supports wise stewardship of resources and helps avoid costly mistakes that can hinder your organization’s progress. If you are interested in this service, you can get started by filling out the FREE Financial Evaluation.

“For which of you, desiring to build a tower, does not first sit down and count the cost, whether he has enough to complete it?” Luke 14:28 (ESV) 


Meet The Team

Today's decision can determine the direction of your organization's financial future!

Let's assess your financial situation and create a plan to get your organization the positive results it needs...NOW!
1
Take the Assessment

Fill out our FREE Financial Evaluation.

2
Let's Talk

We'll schedule a Free / No Obligation consultation call.

3
Pick A Plan

You can select a plan listed below, or we can create a customized plan to meet your needs.

4
Sense of Peace

Now, you can rest assured there is a financial plan in place for your organization.

Executive Pastor
Plan

Change Plans Anytime / Cancel Anytime
  • Complete Assessment Of Current Operational Systems And Financial Goals Of The Church
  • Improve Internal Processes To Create Synergies Within The Organization
  • Develop Strategic Plans To Increase Giving While Reducing Expenses
  • Oversee Operation Expenses So Each Department Stays Within Its Budget
  • Thorough Review Of All Financial Statements Plus Create Detailed Monthly Summary Reports
  • Accountability To The Leadership Team To Ensure Goals Are Achieved
  • Provide Additional Training And Coaching For The Church's Financial And Operational P.O.C.s
  • **This Service Is Limited And Includes An Interview Process To Ensure It Is A Good Fit For Both Parties**

Stewardship
Advisor Plan

Change Plans Anytime / Cancel Anytime
  • Complete Assessment Of The Church's/Non-Profit's Financial Position
  • Review Monthly Financial Statements and Create Custom Summary Report For The Leadership Team
  • Develop A Monthly Financial Plan To Increase Giving While Finding Ways To Decrease Expenses
  • Monthly Zoom Call With Your VSA (Review Monthly Financial Giving/ Expense Plan And Custom Summary Report)
  • Direct Access To Your VSA For Financial Questions
  • Provide Additional Training And Coaching For The Organization’s Financial P.O.C.

Finance
Assessment Plan

Change Plans Anytime / Cancel Anytime
  • Complete Assessment Of The Church's/Non-Profit's Financial Position
  • In-Depth Review Current/Previous Financial Statements And Reports
  • Streamline Income And Expense Account Codes To Simplify The Bookkeeping Process
  • Provide A New Accurate And Simple Monthly Financial Summary Report
  • Create A New Annual and Monthly Budget For The Organization
  • Zoom Meetings With Staff And The Leadership Teams To Explain Changes And Address Any Questions
  • Provide Additional Training And Coaching For The Organization’s Financial P.O.C.

Why go through another season alone?

Leading an organization during uncertain times can create overwhelming stress professionally and personally. One of those stress points could be the organization's financial position. The 'weight of the finances' can squeeze the energy and passion out of any organizational leader. It may be so heavy that the leader feels like giving up. They may not know how to find relief from these stressful feelings. That is where CFG can step in for your organization. We will take the financial weight off you! Let us focus on the finances while you focus on leading your team in fulfilling the organization's mission!


Listen to advice and accept discipline, and at the end you will be counted among the wise.
Proverbs 19:20

"Always plan ahead. It wasn't raining when Noah built the ark.”
Richard Cushings

We Can Go Further, Faster.....Working Together!

A partnership with CFG can accelerate the financial momentum your organization is experiencing now or bridge the gap between where your organization is currently and where it needs to be in the future.

As a reminder, Church Financial Group (CFG) offers three unique financial services for churches and faith-based non-profit organizations.

One of our services (Outsourced Executive Pastor Services) provides virtual, fractional support to churches that need Executive Pastor leadership during times of transition. This service pairs your church with two experienced leaders—Richie Morton (operations) and Sanford Levings (finance)—to guide important ministry areas. Key services include strategy development for giving, database and facility optimization, staffing guidance, financial analysis, budgeting, and bookkeeping efficiencies. The service can be tailored to suit the church's current and future needs, and all these solutions are roughly equivalent to adding a support staff position.

Our next service (Virtual Stewardship Advisor Services) is an excellent option for small to mid-size churches/faith-based non-profits. One of our VSA Advisors will work alongside your current financial team while bringing a new level of expertise to the organization. We will create monthly summary reports for the leadership team(s). Also, we will develop a plan each month to get quick, positive financial results (increase giving while decreasing expenses). If your organization needs more financial margin, a VSA is here to make that a reality!

The third service (Strategic Finance Assessment Services) is an excellent choice for faith-based organizations experiencing growth, looking to expand their ministries, or undergoing a bookkeeper transition. The three-page assessment helps potential clients to evaluate their financial operations, as it frequently uncovers ways to enhance systems and account coding, leading to more efficient bookkeeping. If you choose to partner with us, we will offer practical training and guidance for the Executive Pastor, Administrator, and Bookkeeper to ensure a seamless transition to improved procedures and sustainable best practices. This initial investment lays the groundwork for a strong financial foundation, promoting the long-term health and future success of the organization.

Our desire for this partnership is to be a long-term relationship. We are confident these affordable plans will deliver immediate and measurable results that will financially take your organization to a new level! To get started, fill out the FREE Financial Evaluation. Once that information is received, we will contact you soon about your next step!

Where Business and Ministry Work Together!

Outsourced Executive Pastor Services
Virtual Stewardship Advisor Services
Strategic Finance Assessment Services