+ Entity Money Personality Assessment

Determine your organizations relationship with money to address the root causes of money mismanagement. The money relationship assessment is used as a baseline to provide financial solutions that will foster financial growth for your organization.

+ Strategic planning in overall Governance framework set up

Implementation of goals, policies, procedures, operational metrics, and roles and responsibilities.

+ Financial Training to Trustee and Finance Boards

Financial training regarding automated financial tools (e.g., QuickBooks), financial reports, and metrics to better manage finances.

+ Financial controls implementation

Creation of processes, policies, procedures, and financial controls.

+ Daily cash flow management services

Real-time monitoring of cash including the flow of income and expenses, ensuring bills are paid timely, debt management, and built in accountability for automatic savings and investing.

+ Risk management planning

Identify key risks (e.g., lack of insurance) and develop appropriate strategies for implementation.

+ Comprehensive financial plan

Full review and analysis of your organizations financial picture including needs and wants analysis, risk analysis, cash flow analysis, risk management, investments, tax planning, retirement plans for religious leaders, and succession planning.