Year-end is coming fast. Is your church ready? Our Year-End Financial Checklist walks you through the key tasks to close the books with confidence, from giving statements to budget reviews.
The close of the year is a chance to finish well, not just a deadline. Careful year-end work gives your church accurate books, keeps you in good standing with your conference and the IRS, and sets up a stronger budget for the year ahead. Use this financial checklist for local churches to walk your treasurer and finance team through the season, one step at a time.
This content was originally published by the General Council on Finance and Administration; republished with permission on ResourceUMC.org on November 12, 2026.