SBK ACCOUNTING & ADVISORY
Start with clarity.
An independent, plain-language look at your ministry's accounting and finance function, delivered in less than a week.
SCOPE & BOUNDARIES
What the Diagnostic Review Is
A focused review of your books, systems, and process. It is not cleanup and not ongoing accounting. You own the findings, and they are useful even if you never hire SBK.
We look at how things work today, document what is working and what isn't, and even build a cash-flow forecast. Then we hand you the findings so you can decide what comes next on your own timeline.
A focused review. We look at your actual books, the systems that feed them, and the habits behind them, so you know where things stand today.
Not cleanup. We don't fix entries or redo past months during the review. We find what needs attention and put it in order. If cleanup is needed, the roadmap will say so.
Not ongoing accounting. It is a one-time review, paid once. No ongoing plan starts unless you decide to start one.
You own the findings. The findings and the roadmap are yours to keep. They are useful even if you never hire SBK.
THE FIT
Who It Is For
If your finances feel like an unresolved mystery, you are in the right place. We provide a calm, objective look at what is happening under the hood so your team can stop guessing.
Leaders with a persistent hunch
Leaders who suspect the books are off but cannot say where. You see numbers that do not add up to common sense, yet finding the discrepancy yourself is not the best use of your week.
Ministries outgrowing earlier setups
Ministries that have outgrown a volunteer or single-person finance setup. The spreadsheet that worked when the church was smaller is now carrying several funds and a lot more activity.
Boards planning their next hire or system
Leadership teams and boards that want a clear, independent read before deciding what support they need. Establish the baseline facts before budgeting for new personnel or software.
QUALIFICATIONS
Who It Is Not For (Yet)
Stable Books
Ministries whose books are already stable and reviewed monthly.
One-Off Answers
Anyone who only needs a one-off answer.
Other Specialists
Anyone whose real need is an auditor, attorney, HR provider, or investment professional.
If that is you, we will tell you.
AREAS OF EVALUATION
What We Review
We look at four areas. Each one tells us how far you can trust the numbers.
AREA 01
Books, systems, and process.
ow your books are set up, how your accounting software is being used, how transactions get recorded, and whether accounts are reconciled each month.
AREA 02
Cash and fund restrictions.
How cash is tracked, and whether restricted gifts are kept separate from unrestricted funds, so you know what is actually available to spend.
AREA 03
Reporting and month-end rhythm.
Whether there is a set monthly close, how soon reports are ready, and what your leadership and board actually see each month.
AREA 04
Payroll and clergy compensation.
Where it applies, how payroll and clergy compensation are documented, including whether housing allowance designations are on record.
DELIVERABLES
What You Receive
Plain findings you can act on, whether or not you work with us.
A review of your current finance function.
The most important problems and risks we found.
A 90-day cash-flow forecast, built on unrestricted cash, with restricted funds shown separately.
A clarity roadmap for the next 30, 60, and 90 days.
Our recommendation for what to do next.
Samples
PRICING
Diagnostic Review
$495, paid up front. Credited back if you start an ongoing plan.
One review, one price. You decide what happens next.
After checkout, we send a short list of what we need and how to share access. Your review starts once access is working.
STEP-BY-STEP PROCESS
How It Works
Five steps. No hundred-slide deck, and no pressure at the end.
1) Purchase.
Buy the Diagnostic Review online for $495. No call is required first.
2) Share access.
We send a short list of what we need. You give us secure access to your accounting system and a few documents. We only ask for what the review requires.
3) We review.
Less than a week, starting when access is working. We do the digging and keep our questions for your team short.
4) We walk you through it.
We meet with you to go over the findings, the 90-day cash outlook, and the clarity roadmap, in plain language.
5) You decide the next step.
Run the roadmap with your own team, or work with SBK. If you start an ongoing plan, your $495 is credited back.
GET CLARITY
Find Out Where You Actually Stand.
Faithful stewardship starts with knowing where things stand. Let us look at what you've built, name what needs attention, and hand you one clear next step.
The money is not the mission, but how you steward it matters.
SBK Accounting & Advisory
Fractional accounting and CFO support for churches and ministries.
Better systems. Stronger ministries. SBK.
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