FinancialControlsOne specific area Chi Ki Transformation has been repeatedly asked to assist congregations is with an audit of their financial controls and procedures.  At the fraction of the cost of an Accounting Firm completing Audited Financial Statements and an official opinion directed at outside organizations, we provide congregations an alternative that focuses on controls and procedures, helping to ensure your congregation that their contributions are safe.

Chi Ki Transformation will provide an audit of your financial procedures and internal controls; verifying income and expenses, along with review and evaluation of payroll, financial record keeping, endowment management, cash receipts and cash disbursement policies and procedures resulting in a written evaluation and recommendations as necessary.


A Financial Controls & Procedures Audit includes:

  • Audit of Cash Receipts process.
  • Audit of Cash Disbursement process.
  • Audit of Internal Controls and Segregation of Duties.
  • Audit of Payroll process and categorization of employees vs. independent contactors.
  • Audit of Fund management, including endowments, restricted funds and designated funds to ensure in compliance with the Uniform Prudent Management of Institutional Funds Act (UPMIFA).
  • Written evaluation & recommendations as necessary.


If you are interested in providing your congregation confidence that your financial procedures and controls are in order, call to set an appointment to discuss a Financial Controls & Procedures Audit.


Church Credit Cards – Are they worth the risk?

July 11th, 2017|0 Comments

Credit cards and debit cards are extremely convenient.  I rarely carry cash, or even my checkbook anymore.  It is so easy to pull out one of the cards in my wallet.  This is true for [...]

Five Common Mistakes Churches Make with Money and the Policies to Avoid Them

June 20th, 2017|0 Comments

In June 2017, I was asked to make a presentation for the Southern California Nevada Conference of the United Church of Christ during their Annual Gathering.  The video below is a recreation of my presentation. [...]

Does My Church Need An Audit?

June 15th, 2017|0 Comments

  Often within discussions about church finances, the question comes up, “should my church have an audit done?”  Well, similar to other questions asked in church, the answer is, “it all depends…”  The [...]

Confidentiality and Church Contributions

June 13th, 2017|1 Comment

I was told, “the treasurer is the only one who ever sees what anyone gives.”  The pastor of this smaller congregation explained to me how good this little church was at keeping the contributions of [...]

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Transformation Awaits

What People Are Saying…

Keith helped us to identify the questions we needed to ask and helped us establish a sense of direction with developing structures and procedures needed for an efficient ministry.
Rev. Bob Wallace, Interim Minister, First Baptist Church of Glendale
Keith is clear, concise and transparent. In just 3 months he has helped our church reimagine what fiscal fitness and stewardship looks like in a 21st century context. Keith effortlessly weaves business acumen with the witness of scripture and has been proven to be just what we needed at this stage of ministry.
Rev. Edward Anderson, Senior Minister, McCarty Memorial Christian Church
Keith has proven his extensive expertise in the Financial Control and Procedures Auditing of our financial records. He then helped us “Spring Clean” our accounting procedures by updating our accounting software to QuickBooks in order to present clear and concise financial reporting to the Board of Directors. Keith is an “answer to prayer” and an asset to Harbor Christian Church.
Cindy Barr, Treasurer, Harbor Christian Church
“Keith brought knowledge, experience, and a lot of heart which resulted in a clearer understanding and unified approach to UCCLM’s financial policies and procedures. With his ability to speak so others could hear transformation resulted. What a blessing! What a gift!”
Rev. Paula J. Elizabeth, Transitional Minister, United Church of Christ of La Mesa