Case Study
Multisite church simplifies church budget processes
Valley Creek Church turns to Baker Tilly for their deep church experience.
Case Study
Multisite church simplifies church budget processes
Valley Creek Church turns to Baker Tilly for their deep church experience.
Client background
Valley Creek Church is a multi-location church in the Dallas/Ft. Worth area with four campuses and plans to launch four more campuses in the near future. The church has roughly 6,500 members in attendance each weekend. Valley Creek's membership is a cross section of people from the community - people on a journey with Jesus and with each other. The church welcomes people from a variety of backgrounds and a full spectrum of spiritual maturity.
Valley Creek has been on Baker Tilly's church budget and finance management platform for more than three years. The church made the switch from Shelby Systems v.5 financial management software.
"Baker Tilly has really taken our accounting and finance to a different level from what that program was able to provide," says Baden.
Baker Tilly has the resources to answer questions that are really less about the software and more about how we can better run our organization.Todd Baden, Finance Director, Valley Creek Church
The business challenge
- Valley Creek's legacy system (Shelby) was a limited accounting application and was unable to provide the more sophisticated management reports they require
- Dashboard reporting was manually created and very time consuming
- Data had to be consolidated from multiple sources
- Monthly processes and workflows were paper or email-based and very manually driven
- The finance team was unable to efficiently produce ministry reporting which inhibited church leadership’s decision-making capabilities
- Streamlining the delivery and content of the executive-level reports was necessary as the organization continues to grow and expand
We can pull reports customized for a worship pastor, for example, not the entire church. We can separate it by revenue and expense. The ability to customize is key for us. Baker Tilly has really taken our accounting and finance to a different level from what that program was able to provide.Todd Baden, Finance Director, Valley Creek Church
Strategy and solution
- Baker Tilly simplifies the budgeting process both from creation to accountability
- The church can easily integrate their new system with their choice of other systems
- Their cloud accounting software is efficient and flexible which positions the church well for continued growth
- Valley Creek Church, with the help of Baker Tilly, now has a system that runs efficiently and saves endless hours of unnecessary manual efforts
- With Sage Intacct, Valley Creek's leadership team has real-time visibility into their financial and operational data through easy to read dashboard reports
- Church leaders can now focus more on the mission of the organization instead of being buried in transactional documentation
