THE FOUNDATIONAL FRAMEWORK TO HEALTHY FINANCES

Every Goshen engagement commences with this foundational phase. Prior to assuming management of your financial records, we dedicate the initial months to establishing the infrastructure necessary for effective financial management.

We evaluate your existing operations, establish your financial policies and workflows, implement your systems, and provide comprehensive training to your team to ensure the sustainability of our collaborative efforts.

This service is also available as a standalone project for organizations with internal finance teams requiring a more robust foundation.

BENEFITS OF FINANCIAL OPERATIONS IMPLEMENTATION

Customized Financial Infrastructure

Financial Operations Implementation replaces fragmented financial management with formalized policies, configured platforms, and integrated workflows aligned to your organization's current needs.

Self-Sufficient & Trained Internal Team

Comprehensive training throughout the engagement equips your staff with the knowledge and skills to independently manage systems, follow procedures, and sustain solutions.

Audit-Ready From Day One

Financial Operations Implementation tightens controls, enforces accountability, and ensures records meet regulatory standards; the foundation that auditors evaluate.

WHAT’S INCLUDED?

Financial Policy Design and Implementation

Documented financial policies are essential for organizational governance. Without them, inconsistent decisions increase financial risk.
We help develop financial policies, implement segregation of duties, establish internal controls, and create documented workflows.

Financial Technology Assessment and Implementation

Accounting software and integrated applications should work together seamlessly. Poor integration leads to overlooked transactions, prolonged reconciliation, and inaccurate reporting.
We identify suitable applications and configure them to integrate with your accounting system.

Financial Technology Training and Support

We provide comprehensive training and coaching to your team to ensure proper documentation of revenue and expenses, adherence to financial policies and procedures, and effective interdepartmental communication.

Consult with a Goshen Advisor

“Goshen Accounting Services was identified through YouTube while researching QuickBooks Online (QBO) implementation guidance. Goshen provided comprehensive QBO setup assistance and introduced our organization to additional nonprofit-specific tools, resulting in significant cost savings. Their support encompassed clear instruction, practical recommendations, and strategic insights that addressed both identified and unanticipated organizational needs.

Goshen’s professional expertise has delivered substantial value to our organization. Goshen’s specialized knowledge of the nonprofit sector, combined with responsive communication and supplementary video resources for future reference, has proven instrumental to our operational success. Goshen services are strongly recommended to nonprofit organizations seeking professional and dependable accounting support. ”

— Lisa Schuelka, Executive Director // All Aboard for Kids