Goree SolutionsBack to website
← Back to Home

The Take Inventory™ method

See where your financial operation stands.

A free, high-level assessment for churches, ministries, and mission-driven nonprofits. This is a starting-point snapshot, not a deep-dive assessment. 12 questions. No documents required.

Enter your email to begin

Your email is required to access the assessment. Your results are calculated in this browser and downloaded by you; the email may be used for assessment administration and follow-up about your results, not to subscribe you to an email list.

Please enter a valid email address to begin.

How it works: Answer the questions based on your organization today. Your results are calculated in this browser and provide a starting point,not an audit or formal financial opinion.
Please do not enter account numbers, passwords, personally identifiable information, or other sensitive financial details.

The Take Inventory™ method

Five stages that guide the work.

The assessment identifies where your organization may need attention. If you choose to continue, Goree Solutions uses these five stages to move from insight to stronger stewardship. These are the five stages of the method. They explain how the work moves forward from the first snapshot to ongoing improvement.

01 AssessSee the full financial and operational picture. We establish a starting point by looking at reporting, controls, roles, and current processes.
02 DiagnoseIdentify gaps, risks, dependencies, and breakdowns. We look beyond the symptoms to understand where the operation is vulnerable or overly dependent on one person.
03 UnderstandTranslate findings into meaning for leadership and decisions. We explain what the information means, why it matters, and what deserves attention first.
04 StrengthenBuild stronger controls, roles, documentation, and reporting. We help create practical systems and processes that fit the organization and support faithful stewardship.
05 MeasureReview whether changes are reducing risk over time. We look at follow-through, consistency, and whether leaders have better information for decisions.

What this assessment does: This free assessment provides a high-level snapshot. It is not a deep dive and does not include detailed record review, written findings, or an Organizational Stewardship Roadmap. Those are part of the separate Paid Financial Clarity Assessment or a consulting engagement.

Your Take Inventory snapshot

Foundational controls
Compliance & reporting
Strategic strength

How to understand your results

Strong: The responses suggest that this area has established practices to build on. Continue monitoring it and address smaller gaps before they become larger risks.

Developing: Some practices are in place, but they may be inconsistent, informal, or dependent on one person. Clarifying ownership and documenting the process can improve reliability.

Needs Attention: This area may need a more immediate foundation. Start by clarifying roles, gathering the right information, and creating a practical process that leadership can use.

What each area measures

  • Foundational controls: Role separation, reconciliations, approvals, and documented financial processes.
  • Compliance and reporting: Financial reports, budget review, restricted or designated funds, filings, deadlines, and supporting documentation.
  • Strategic financial strength: Budget use, forecasting, leadership visibility, and a prioritized plan for strengthening operations.

What to do next

Use the area marked Needs Attention first. If more than one area is Developing or Needs Attention, begin with foundational controls and reporting so leadership has dependable information for decisions. A free conversation with Constance can help interpret the results and identify the right next step.

Use this snapshot as a conversation starter. A free conversation with Constance can help you interpret the results and choose a practical next step.

Talk with Constance →

Download a Word-compatible copy for your records.

Save your results: Download the report before leaving this page. Your results are calculated in this browser. Keep the file for your records or email it to contact@goreesolutions.com or iamconstancegoree@gmail.com when you are ready to discuss your next step. If you are completing this on a phone, you may text the downloaded report to 972-834-9915.
← Back to Home