Recommendations

 

Peter Monaghan

Former Treasurer, Heritage Bible Chapel

In our early years, Wisdom Over Wealth helped us set up our chart of accounts, third party firewall vendors, and streamlined our online payroll and bill payment processes. In addition, Wisdom helped us to gather and submit the necessary documentation and financial reports for our mortgage application as well as researching local banks for the best possible rates. Even though we have experience significant growth over the years, the procedures and accounting practices that were established many years ago are still utilized, with only minor modifications being made through the years. As we labor together in the stewardship of God’s money; I would highly recommend the services of Wisdom to any church; from startups and church plants, to well established churches of any size. Whether you need the implementation of a complete accounting system, or a simple Ask Wisdom question, I urge you to contact Wisdom Over Wealth to discuss your options.


James Collins

Senior Pastor, Eagle Heights Church

Bill recently did a thorough review of our finances at Eagle Heights Church. He took time to work with our accounting department, test every area, and make recommendation with the same care in which an auditing firm would. Not only was the cost more than reasonable, but Bill’s compassionate approach puts you at ease with the process. I encourage you to consider Bill as a help to further solidify the financial foundation of your ministry. I need not tell you that finances are one of the most important tools in advancing God’s Kingdom on earth. People freely give when they have confidence that the money they give is being used wisely for the purpose to which it is given. I have found that sound financial reporting is a responsibility that cannot be taken lightly.


Concetta Green

Former Associate Pastor, Rhema Fellowship Church

We were blessed to find Bill O'Connell and his team at a critical point in our church's trajectory. For almost 8 years, our church did as much financial management as we possibly could with the help of volunteers, and a part time bookkeeper. When we realized we needed more professional help, finding it proved to be a difficult task. But somehow, we were blessed to find Bill O'Connell and the Wisdom team. Right away, Bill met with us over the phone, assessed our situation and guided us in the right direction. The rates charged were fair and spaced out into payments that would not break our church's budget. Bill and his team pulled together our QuickBooks file, trained our main volunteer on proper use, and produced a third party annual report that we'd always wanted. Beyond their combined expertise, there is a level of care, integrity and kindness that exudes from each member of the Wisdom team. That is what sets them apart.  Without hesitation, I highly recommend this company to any church looking for guidance and instruction that understands the practical and spiritual side of fiscal church management. 


Andrew Charko

Executive Pastor, New Day Church

The financial services Wisdom Over Wealth has provided for our church over the years has been extraordinary. From tax preparation and financial guidance to QuickBooks accounting, Wisdom has been critical to the financial health of New Day. They’ve been the resource that I know I can call upon when my pastoral limitations have bumped up against the real financial challenges of ministry. Not only is the Wisdom team knowledgeable, but their commitment to Christ and the work of His Kingdom make them the most obvious choice for churches needing any variety of financial insight.


Nathan Barber

Pastor, Shorewood Baptist Church

I’ve been a patron of Wisdom Over Wealth since December 2015, and wish that we had hired them from the beginning of our church plant. Wisdom has helped us to streamline our chart of accounts and establish financial best practices. Each month they reconcile all of our bank statements and produce a full range of monthly reports that we make available to our church. The team is always available for consultation, which is also very helpful. 

Our church has recently begun the process of trying to purchase our first piece of property. Wisdom prepared three years of annual reports for us to present to lending institutions. I believe we will get a loan more easily because of the transparency, accountability, and credibility that we’ve gained by our relationship with Wisdom. Wisdom Over Wealth will sharpen your financial systems, provide excellent accountability and protection for those handling your finances, and enhance the testimony and credibility of your church.


Nicholas Fatato

Secretary Treasurer, SNE Ministry Network

We have worked with Bill O’Connell and Wisdom Over Wealth for over 10 years in a variety of capacities. In 2011, the District retained Wisdom to serve as our out-sourced CFO. In this role, Wisdom’s staff oversaw our internal bookkeeping for accuracy, preservation of good internal controls and auditor interface. This relationship has thrived as Bill and his team effectively works with the internal team and many of our ministry leaders throughout the three states comprising Southern New England. 

The District first retained Wisdom Over Wealth in 2010 to replace our aging accounting system with a secure and custom designed QuickBooks system. Since that time the clarity and timeliness of our reports has vastly improved. Finally, what we appreciate greatly about Bill and the Wisdom team is their heart for Christian ministry and the local church. Wisdom has become the outside accountant for a number of our churches, serving them on both a continuing basis as well as an as-needed basis.


David Swift

Council Member, St. John’s Church

As a small church, our needs for accounting software are different from what is offered with many of the pre-packaged solutions. In choosing to work with the Wisdom team, we received a custom solution to match our needs. Their specific experience with church accounting helped us quickly get on the right track. The transition from our old accounting system to the new system was painless as their team quickly launched the conversion and trained our staff on how to proceed. The Wisdom team was encouraging, flexible and understanding to our needs, making the whole transaction a very pleasant one. We feel that the cost of their service was a great value to us and we would gladly make the same choice again.


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