Root & Branch Consulting
Free Church Financial Health Check

How Financially Healthy Is Your Church?

Answer 22 questions across four areas and get an honest picture of where your church finances stand and where there is room to grow.

4 minutes 22 questions Instant results
Ready to start 0 / 22 answered
Bookkeeping and Records
The foundation of healthy church finances
Reporting and Communication
How well your congregation stays informed
Controls and Accountability
Safeguards that protect your church and your team
Year-End and Giving
How well you steward and communicate generosity

Almost there - where should we send your results?

Enter your details below. Your score and personalized recommendations will appear instantly on the next screen.

Bookkeeping and Records
Reporting and Comms
Controls and Accountability
Year-End and Giving

Does your church need a stronger financial foundation?

I specialize in helping small churches get their books clean, their reports clear, and their congregation engaged in faithful stewardship. Send me a message and I'll be in touch within one business day.

Get in touch →
About Church Financial Health
Background on what this assessment covers

What does "church financial health" actually mean?

A financially healthy church has four things in place: accurate, reconciled bookkeeping; monthly and quarterly reporting that leadership and the congregation can actually understand; internal controls like dual custody of cash and reviewed bank statements; and clear, timely giving statements. This quiz checks all four areas.

How often should a church review its financial reports?

Leadership should see a report every month, and the congregation should receive a financial update at least quarterly. Waiting until year-end to share numbers is one of the most common gaps we see in churches.

What are basic financial controls every church should have?

At minimum: at least two people involved in handling cash and contributions, bank statements reviewed by someone other than the bookkeeper, and account signatories that are reviewed regularly. These protect both your church's finances and the volunteers and staff who manage them.

When should churches send giving statements?

Giving statements should go out to every donor by January 31 each year so members have what they need for tax filing, and donors should ideally be able to check their giving status anytime, not just once a year.

What happens after I complete the Church Financial Health Check?

You get an instant score broken down across four areas — Bookkeeping and Records, Reporting and Communication, Controls and Accountability, and Year-End and Giving — with a plain-language explanation of where your church is strong and where there's room to grow.