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Support that matches where your organization is now.

Goree Solutions helps churches, ministries, and mission-driven nonprofits move from uncertainty to clearer systems, stronger oversight, and practical action.

Five ways to begin or strengthen the work

You do not need to commit to every service at once. We recommend the smallest useful scope and confirm the final work in writing before anything begins.

Need a detailed financial assessment?

The free Take Inventory provides a high-level starting point. The Paid Financial Clarity Assessment provides document-based analysis, written findings, a results meeting, and recommended next steps. It is available standalone for $500 or included as the first phase when consulting is purchased.

Explore the Paid Financial Clarity Assessment →
01 · START HERE

Take Inventory

Best for: Organizations that need a clear starting point before choosing a deeper service.

Includes: Twelve questions covering foundational controls, compliance and reporting, and strategic financial strength.

Outcome: Ratings, priorities, and a suggested next step,without documents or obligation.

02 · STARTING FROM SCRATCH

Foundation Setup & Stabilization

Best for: Churches and ministries starting with volunteer finance staff, no established accounting system, unclear roles, or limited reporting.

May include: QuickBooks setup, chart of accounts, role clarification, basic controls, reconciliations, monthly reporting, and a sustainable close process.

Outcome: A workable financial foundation leadership can understand and maintain.

03 · PAID DIAGNOSTIC

Paid Financial Clarity Assessment

Best for: Leaders who need a detailed diagnostic before deciding whether consulting or implementation is needed.

Examines: Agreed reporting, controls, roles, processes, budgeting, reconciliations, and financial visibility using selected documents and conversations.

Outcome: Written findings, priority recommendations, and a results meeting. Standard standalone fee: $500, covering the agreed scope and up to approximately four hours. Approved additional work is billed at $125 per hour. When consulting is purchased, this assessment is included in the consulting engagement.

04 · CONTINUING SUPPORT

Consulting & Review Support

Best for: Organizations that want continued perspective after an assessment or review.

May include: Monthly or quarterly review, budget-to-actual conversations, leadership support, issue tracking, and accountability check-ins.

Outcome: Continued clarity and support as leadership puts recommendations into practice.

05 · PUT IT INTO PRACTICE

Implementation

Best for: Organizations ready to build, document, or improve the systems their people depend on.

May include: Policies, procedures, internal controls, reporting structures, budgeting systems, process documentation, QuickBooks workflows, and staff or volunteer training.

Outcome: Stronger, more sustainable financial operations that are easier to explain and carry forward.

What changes from one level to the next?

ServicePrimary purposeTypical deliverable
AssessmentIdentify the issue at a high level.Ratings, top priorities, and next-step recommendation.
Foundation SetupCreate a workable financial foundation.System setup, role clarity, controls, and basic reporting path.
Paid Financial Clarity AssessmentDiagnose agreed areas in depth.Written findings, priorities, and results meeting; $500 standalone for up to approximately four hours, or included with consulting.
Consulting / ImplementationSupport and sustain improvements after the assessment.Practical implementation, review, training, and accountability.
Goree Solutions provides financial operations consulting. It does not perform audits, tax engagements, legal engagements, investment advising, or other services requiring a licensed specialist.

Not sure where to begin?

Start with the free Take Inventory. It helps identify the issue before you decide whether deeper consulting is needed.

Take Inventory Now
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