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.