Year-End Checklist for Church Treasurers

A simple list for November to January. Print it, put it on the fridge or in the treasurer's binder, and check it off as you go.

What's on it:

November: the budget vote, the pastor's housing allowance, W-9s, and a reminder about December 31 gifts.
December: closing out the year, the last payroll, and gifts of stock or property.
January: giving statements, W-2s, 1099-NECs, and the year-end council report, with the 2027 due dates.
All year: the four habits that protect your church and your treasurer.

Get the checklist

Who made this

I'm Billy Carlisle. I'm the treasurer at Fishing Creek Salem United Methodist Church in Etters, PA. I made this list for church treasurers like me. My firm, Carlisle Accounting, does the church treasurer's job for churches anywhere in the U.S. for one flat monthly fee.

Hiring someone for the job instead? Here's a free church treasurer job description you can copy.