Start the new year with books you can trust.
December is the biggest giving month of the year for most churches and Christian nonprofits. It's also when loose ends show up: accounts that don't tie out, missing W-9s, and an audit on the horizon. I help you close the year cleanly, so January starts with clarity instead of cleanup.
Three ways to close the year well.
Each one is a fixed-scope project with a clear finish line. Choose one, or bundle all three.
Year-End Cleanup
Close the year with a balance sheet you can stand behind.
- Every balance sheet account reconciled and tied out
- Miscoded transactions corrected
- Designated and restricted gifts in the right funds
- Donor records cleaned up so contribution statements go out right
- The year closed and ready for the next one
1099 Preparation
Get every 1099 out on time, including the ones churches often miss.
- Identify who needs a 1099
- Collect missing W-9s
- Prepare and file your 1099s by the deadline
- Catch the easy-to-miss payments: guest speakers, honoraria, and contract worship leaders
- A simple vendor onboarding process, so next year runs itself
Audit Readiness
Walk into audit season prepared instead of scrambling.
- Reconciliations and supporting schedules ready before they're requested
- Designated and restricted fund activity documented
- A point of contact for your CPA firm throughout the audit
- Fewer questions, less staff time, and a smoother audit
Your CPA still does the audit and tax work. Lemonade is not a CPA firm. I prepare your books and documents and work alongside your licensed CPA, who performs the audit and any tax filings.
Not sure which project you need? Start with 10 minutes.
Answer 20 quick questions about your ministry's finances and see your score right away: where you have clear visibility, where your blind spots are, and one step to take this week.
One-time projects, any time of year.
Some needs don't fit a monthly rhythm. Each project is scoped and priced on its own.
Moving to new accounting software
Selecting and implementing the right system, whether Sage Intacct, NetSuite, or QuickBooks, with a finance-first approach so it works the way your ministry actually operates.
Capital campaign and building-fund tracking
Setting up the funds, reporting, and donor tracking so every campaign gift is used as the donor intended.
Getting ready for a loan or building project
Clean, current financials and the cash picture a lender will want to see before you apply.
Catching up books that have fallen behind
Months of unreconciled accounts brought current, so leadership can see where the ministry really stands.
Need more than a one-time fix? Many projects lead to ongoing Fractional CFO & Controller support through the Lemonade Method.
Let's talk about what your year-end needs.
Start with a free 30-minute consultation. We'll look at what's happening, what's due, and which project fits.
Not ready to talk yet? Take the free 10-minute Health Check
530.782.8226 · [email protected]
Lemonade Fractional Solutions · Based in Shasta County, CA · Remote across the U.S.
Disclaimer: Lemonade Fractional Solutions is not a CPA firm, and does not act as your Certified Public Accountant. Information provided through this website and our services is for general informational and fractional Controller purposes only, and should not be construed as legal, tax, or audit advice. For tax strategy, legal counsel, or audited financial statements, please consult a licensed CPA or attorney.