Description
How it works
Book, pay and meet.
Click Meet With an AdvisorChoose a time and pay securely through our online scheduling system.
Get your confirmationYou’ll receive the details for your consultation.
Meet with a senior advisorDesign, document, test and improve your controls.
Common topics
Reduce risk and get audit-ready.
Separation of dutiesApproval processesOffering countsCash handlingAudit preparationFinancial reviews
Common questions
About the service and your order.
How do I prepare?
Have your questions and any related documents ready, such as current procedures, financial reports or a recent review.
What if we need more time?
The first 30 minutes are $150. Additional time is billed in 15-minute increments at $300 an hour.
I’d rather have someone help me.
Our team works with churches and clergy every day. Email clientservices@clergyfinancial.com or call (888) 421-0101.
