Company Info
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1980
Clergy Financial Management a benefit planning organization was founded by Jacob Friesen in Minneapolis, Minnesota. This organization served the clergy in the upper Midwest region of the United States.
1986
Clergy Financial Resources a joint-venture with Jacob Friesen This organization was integrated into the company structure providing a full range of tax preparation and planning services for the clergy in all 50 states.
1992
Clergy Financial Mortgage was created as an added service to address the difficulty of obtaining financing and for the increasing demand by the clergy for parsonage and/or residential financing.
1996
Clergy Tax Net was an innovative means to add services and products via the Internet to meet the needs of convenience for the 20th century and beyond. The Internet vehicle provides the largest selection of tax services and legal products online.
2002
Church Data Solutions A joint-venture using technology to integrate a database membership system directly into your church web site. The Virtual Church Office is a software service that offers you remote, 24/7 access to your membership information via the Internet.
2006
Clergy Financial Resources created a new accounting and payroll service to meet the need of today's churches.
Clergy Financial Mortgage developed a variety of new relationships with mortgage lenders which in turn will allow them to offer clergy a wider range of products.
2007
Clergy Tax Net launched their new innovative web site. This new design will offer greater search capabilities, larger database for clergy tax law, enhanced shopping cart with new security technology, and improved navigation flow for the end user.
2008
Clergy Financial Resources introduced the first online web organizer for clergy. The web organizer has been enhanced to include last year's information to reference year to year income and expenses, direct web inputting, greater web security, and uploading capabilities.
