Church Financial Group

What Church Financial Group does

Church Financial Group (CFG) is a privately held financial services firm that provides fractional executive pastor, virtual stewardship advisory, and strategic finance assessment services exclusively to churches and faith-based non-profit organizations in the United States. The company is built around two principals — Sanford Levings, a CPA with a Duke MBA who co-founded Inc. 500 telecom businesses and developed accounting systems for the North Point Community Church network (finance lead), and Richie Morton, an Industrial Engineering-trained former church Executive Director (operations lead) — whose combined experience exceeds 50 years. Services are delivered virtually via Zoom and cloud-based financial tools, removing geographic constraints and enabling a nationally distributed client base despite the firm's small footprint.

The firm's product portfolio is organized into three tiers: Outsourced Executive Pastor Services (a dual-leader fractional leadership engagement pairing operational and financial expertise), Virtual Stewardship Advisor Services (a monthly recurring advisory where the VSA reviews statements, enforces expense coding, and runs monthly Zoom calls), and a one-time Strategic Finance Assessment that delivers a three-page analysis covering summary findings, balance sheet review, and P&L review. The Executive Pastor and Stewardship Advisor plans are billed as month-to-month subscriptions with no disclosed public pricing, while the Finance Assessment Plan is structured as a multi-year professional-services engagement. The firm's lead-generation motion centers on a free Financial Evaluation form followed by a no-obligation consultation and plan selection.

CFG was introduced through a strategic partnership between MRM and Associates and VentureCFO around 2019, when co-founder Richie Morton transitioned out of his church Executive Director role to serve other ministries. The company operates with 1–10 employees from West Bloomfield, Michigan, with the principals historically based in the U.S. Southeast. The customer base is restricted to churches and faith-based non-profits (typically those with operating incomes above $1 million for the assessment service), and the Executive Pastor engagement is explicitly capacity-limited and gated by an interview process.

Name

Church Financial Group

Legal name

Church Financial Group

Website

https://churchfinancialgroup.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Nonprofit Financial Advisory Services

NAICS

Religious Organizations (81311)

SIC

Finance Services (6199)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

akta.pro secondary industry

Faith-Based Social Services & Community Outreach (Food Pantries, Shelters, Counseling) (BPAGAJAG)

Keywords

• Church financial services
• Faith-based nonprofit advisory
• Virtual executive pastor
• Stewardship consulting services
• Nonprofit financial planning

Headquarters

HQ city

West Bloomfield

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Outsourced Executive Pastor Services: Fractional/virtual leadership service providing two experienced leaders (operations and finance) for comprehensive operational and financial guidance. Delivered as an ongoing subscription service with limited availability and interview process.
2. Virtual Stewardship Advisor Services: Monthly recurring service where a VSA reviews financial statements, ensures proper expense coding, creates detailed financial plans, and conducts monthly Zoom calls. Designed for small to mid-size churches and faith-based nonprofits.
3. Strategic Finance Assessment Services: One-time in-depth assessment including balance sheet analysis, profit & loss statement analysis, streamlined bookkeeping, and new budget creation. Includes hands-on training and ongoing coaching.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Church Financial Group provides outsourced financial and operational leadership to churches and faith-based non-profits through three service lines: Outsourced Executive Pastor Services (fractional leadership pairing operations and finance specialists), Virtual Stewardship Advisor Services (monthly recurring financial review and giving strategy), and Strategic Finance Assessment Services (comprehensive financial system assessment for organizations in growth or transition). All services are delivered virtually and emphasize biblical stewardship combined with business acumen.

Product overview

Church Financial Group (CFG) offers a unified portfolio of three core financial services specifically designed for churches and faith-based non-profit organizations. The primary offerings include Outsourced Executive Pastor Services (providing fractional virtual leadership via two specialists), Virtual Stewardship Advisor Services (monthly advisory with financial review and planning), and Strategic Finance Assessment Services (comprehensive three-page assessment for organizations in transition). These core services are delivered through three structured plans: Executive Pastor Plan, Stewardship Advisor Plan, and Finance Assessment Plan. Additionally, CFG provides a FREE Financial Evaluation as a lead generation tool. All services emphasize biblical stewardship principles combined with business acumen, targeting organizations seeking to increase giving while reducing expenses.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced Executive Pastor Services Virtual/fractional leadership service pairing churches with two experienced leaders (operations specialist Richie Morton and finance specialist Sanford Levings) for comprehensive operational and financial guidance, including generosity strategies, giving platform evaluation, database optimization, staffing advice, financial analysis, budgeting, and bookkeeping oversight. Targeted at churches in transition that cannot afford a full-time hire.
• Virtual Stewardship Advisor Services Monthly recurring financial advisory service for small to mid-size churches and faith-based non-profits. A Virtual Stewardship Advisor (VSA) reviews financial statements, ensures proper expense coding, keeps departments within budget, creates detailed financial plans to increase giving while minimizing expenses, and leads monthly Zoom calls with leadership.
• Strategic Finance Assessment Services One-time in-depth three-page financial assessment for churches and faith-based non-profits experiencing growth, operational complexity, or bookkeeper transitions. Includes Page 1 Summary Assessment, Page 2 Balance Sheet Analysis, and Page 3 Profit & Loss Statement Analysis, plus streamlined bookkeeping, new monthly financial summary reports, annual and monthly budget creation, Zoom meetings with staff/leadership, hands-on training, and ongoing coaching. Recommended for organizations with operating incomes over $1 million.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• MRM and AssociatescoreStrategic or Co-development PartnerMRM and Associates partnered with VentureCFO to introduce Church Financial Group. This strategic partnership brought together experience in financial services and ministry advisory to create CFG's specialized offering for churches and faith-based non-profits.
• VentureCFOcoreStrategic or Co-development PartnerVentureCFO partnered with MRM and Associates to introduce Church Financial Group, bringing business-savvy and ministry-sensitive financial expertise to the faith-based organization sector.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Vanderbloemen Search Group: Vanderbloemen is an executive search and consulting firm serving churches, ministries, and faith-based organizations, including pastoral/staff placement and broader organizational consulting. It competes for the same church clients on operational and leadership advisory needs adjacent to CFG's financial services.
• Capin Crouse LLP: Capin Crouse is a national accounting and advisory firm that specializes exclusively in serving churches, denominations, and faith-based nonprofit organizations. It is the leading incumbent in CFG's exact niche, offering audit, tax, and broader financial advisory services to the same target market.
• Auxano: Auxano is a church consulting/advisory firm that partners with pastors and church leadership on vision, strategy, and operational clarity — including financial stewardship and generosity initiatives. It is the most direct competing model to CFG's outsourced executive pastor and stewardship advisory services for the same evangelical church segment.

Emerging players

• Church Legacy Leadership / Kingdom Advisors (Ron Blue Institute): Kingdom Advisors is a community of Christian financial advisors and a credentialing body; many members serve pastors, churches, and faith-based nonprofits with stewardship and financial planning services. It overlaps with CFG's stewardship advisory positioning but is more of a network/credential than a direct service competitor.
• B2B CFO Partners: B2B CFO Partners is a national network of fractional CFOs serving small and mid-sized businesses. While its target market is commercial rather than faith-based, the fractional CFO subscription model and service delivery mechanics closely mirror CFG's Stewardship Advisor and Executive Pastor offerings — making it a structural / business-model comparable.
• Orchid Black: Orchid Black provides fractional CFO and finance services specifically to nonprofits and mission-driven organizations. It uses a managed network of vetted finance leaders — comparable in business model to CFG's fractional leadership subscription, though serving a broader nonprofit base rather than exclusively churches.

Others

• Pilot.com: Pilot provides outsourced bookkeeping, accounting, and CFO services to small and mid-size businesses via a software-enabled delivery model. While it serves startups and SMBs rather than churches, it represents the broader emerging category of technology-enabled outsourced finance services — a future scaling pathway and competitive benchmark for CFG.

Broad incumbents

• CLA (CliftonLarsonAllen): CLA is a top-10 U.S. accounting and advisory firm with a significant religious organizations and nonprofit practice. It represents the broad incumbent threat — offering outsourced finance, audit, tax, and advisory services to mid-size and larger churches that CFG also targets, with greater resources and brand recognition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/church-financial-group
• Facebookfacebook.com/churchfinancialgroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Church Financial Group