Reporting and visibility
How financial information is produced, communicated, understood, and used by leadership, boards, finance committees, and funders.
Paid diagnostic service · Paid Financial Clarity Assessment
Move from uncertainty to documented findings and a clear next step.
The free Take Inventory provides a high-level starting point. The Paid Financial Clarity Assessment examines agreed areas of your financial operation using selected documents and conversations, then provides written findings and a results meeting. The assessment may be purchased on its own for $500, or it may be included as the first phase of a consulting engagement. Clients do not pay for the assessment twice.
How the paid assessment differs from the free assessment
The free assessment helps you recognize possible areas of attention. The paid assessment is a defined diagnostic service that includes agreed document review, interviews or leadership conversations, written findings, and a results meeting. It is not the consulting or implementation work that may follow.
| Take Inventory | Paid Financial Clarity Assessment |
|---|---|
| 12 high-level questions | Documented diagnostic review of agreed areas and information |
| No documents required | Uses selected reports, policies, processes, and interviews as appropriate to the scope |
| Provides ratings and a starting-point view | Explains strengths, risks, gaps, dependencies, and likely priorities |
| Helps you decide what to do next | Provides written findings, priorities, and recommended next steps |
| Free and no obligation | Standalone paid assessment, or included first phase of an approved consulting engagement |
What the Paid Financial Clarity Assessment may examine
Controls and responsibilities
Roles, approvals, reconciliations, segregation of duties, documentation, and selected internal controls.
Planning and sustainability
Budgeting, budget-to-actual visibility, cash-flow practices, processes, month-end routines, and the organization’s ability to carry the work forward.
What is included in the assessment
Document review and discovery
- Review of agreed financial reports and information flow
- Review of roles, approvals, responsibilities, and selected controls
- Review of budgeting and budget-to-actual visibility as applicable
- Review of selected processes, documentation, and reporting routines
- Leadership or finance-team interviews within the agreed scope
Written findings and results meeting
- Written findings organized by priority
- Immediate, near-term, and longer-term recommendations
- Written assessment report with strengths, gaps, risks, and priorities
- Recommended next steps and consulting options, if appropriate
- Results conversation with leadership
- Options for advisory or implementation support
Paid assessment fee
The standard fee for a Paid Financial Clarity Assessment is $500 for one organization with an agreed scope. The $500 fee covers the agreed assessment scope and up to approximately four hours of assessment work, not ongoing consulting, bookkeeping corrections, system implementation, audit, tax, legal, or investment services.
What the $500 includes
Document request and review, agreed leadership or finance-team conversations, analysis of the selected areas, written findings, priority recommendations, and a results meeting, within the agreed scope and approximately four hours of work.
When the fee changes
Multi-entity organizations, multiple locations, extensive records, additional interviews, unusually complex systems, or work beyond the agreed scope may require a separate written quote before work begins.
When consulting is purchased
The assessment is included as the first phase of the consulting engagement. The consulting proposal will show the full scope, deliverables, timeline, and total fee so there is no duplicate assessment charge.
The $500 fee applies when the assessment is purchased as a standalone service for one organization with an agreed scope and up to approximately four hours of work. Additional approved work is billed at $125 per hour only after the client approves it in writing. When consulting is purchased, the detailed assessment is included as the first phase of that engagement and is not charged separately.
How the assessment and consulting pathway begins
1. Start with the assessment
Complete the free Take Inventory or schedule a conversation if you already know a detailed assessment is needed.
2. Discuss fit and scope
Constance reviews your context, goals, available information, and the assessment areas that should be included.
3. Receive a written proposal
You receive the assessment scope, deliverables, timeline, and $500 standalone fee,or a consulting proposal that includes the assessment as its first phase,before deciding whether to proceed.
Need consulting after the assessment?
If you purchase consulting, the assessment is included as the first phase. The findings then guide Foundation Setup, Consulting & Review Support, or Implementation within the approved consulting scope.
Discuss Consulting Options →