Jim Bramer's recent Helper Assignment - 12-12-12-

                                                                            - - - Rejoice in the Lord always ... again I say Rejoice !!! - - -

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

                   RE: My recent  "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 had until May 2012 been paid to serve a local Church for some 10 years who now handles over $2,000,000 per annum.  Let me know if you would like to dialog with any of their leaders. I reported directly to the voluntary "Board Treasurer" (my boss) and to the "Board Finance Committee" -- not to any Church staffer.

             My responsibilities included 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 staffer or volunteer finance person, etc.

  •                  Contribute to the church having the least expensive annual external 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 as they
                      provide Internal GAAP compliant   "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 their 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.

  •                  Often 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:    July 06, 2013 
 

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