Jim Bramer's current Helper Assignment

Jim Bramer's current Helper Assignment - 11-15-08
                                                                          - - - Rejoice in the Lord always ... again I say Rejoice !!! - - -

               Various Links on this Web Site:

ABOUT US   | OUR PURPOSE   | TABLE OF CONTENTS | SEARCH MATTERS | HELP DETAILS | FUND ACCTG VIA COMPUTERS | GLOSSARY

                  TO: Any interested Christ-Centered Entity                                                 FROM: Jim Bramer, Retired Auditor-CPA
                                                                                                                                                    FILE: 0001-05/all

                   RE: My current "Helper" assignment                                                            Originated in November 2008

            In addition to my Online "HELPS" efforts via the following web sites: Ministry Finance Teams Helps , Spending Controls and Brad's Nest of Bees, I have for some 10 years now been serving at a Church here in Fresno, CA who now handles over $2,000,000 per annum.   Let me know at Jim@bcidot.org if you would like to dialog with any of their leaders.   I report directly to the voluntary "Board Treasurer" (my boss) and to the "Board Finance Committee" -- not to any Church staffer. My responsibilities include at least the following:

·              Function mostly as would an "Internal Auditor" and maybe an "Assuror" with respect
to this Church's finance matters.

               Contribute to their effective use of the "QuickBooks (QBs) Pro" software especially
with respect to Ministry Fund Accounting .

               Contribute to the effective use of the accounting portion of their DonaMail software
at this church.

               Oversee how the "Church Bookkeeper/Accountant" uses the Church's overall-all
accounting system (especially the above software) for meaningful reporting of their finances
and for financial internal controls.

               Contribute to seeing that the the Church has the applicable financial checks/balances.

·              Contribute to the contents and compliance of the written "Finance Policy and
Procedures Manual"

·              Regularly interact with the "Board of Leadership Treasurer" and members of the
"Board Finance Committee"

               Contribute to the identification and accomplishment of their Most Important
Finance Issues.

·              Contribute to the hiring and evaluation of the ""Church Accountant" or any
other staff or volunteer finance person, etc.

·              Contribute to the church having the least expensive annual GAAP compliant
Compilation relationship with their CPA-Audit firm.

·              In general, assist in the goal of this Church being a good steward -- even a model --

    of their finances.

·              Review at any time their GAAP compliant "Internal Financial Statements" .

               Be in contact and/or spend the necessary "In-person" time with the "Church Accountant"
plus any other Church official with regard to finance matters.

·              Identify or contribute to a variety of the Church's fiscal and/or related administrative special
projects or assignments

·              Contribute to the proper handling of abnormal or odd financial matters or transactions.

·              Usually help in establishing a relevant Agenda   for the periodic "Board Finance
Committee" meetings

               Contribute to the understanding of the "Internal Financial Statements" by all who should know

FINIS:

                Be sure and contact me at Jim@bcidot.org if you have any comments or questions about any of these matters. Remember -- It is my desire to encourage you and your Ministry and to be "Your Servant for Jesus' sake:" Thank you. II Corinthians 4:5B.    This publication was updated last on:    August 22, 2010

Filtered Phone Number: 1 559 298-5507 -- Email Address: Jim@bcidot.org
Mailing Address: 2628 East Goshen Ave. - Fresno, CA 93720

ABOUT US   | OUR PURPOSE   | TABLE OF CONTENTS | SEARCH MATTERS | HELP DETAILS | FUND ACCTG VIA COMPUTERS | GLOSSARY