FIELD NOTES / 01
Starting guide
The Compliance Starting Checklist
Organize your records, responsibilities, and questions before the next conversation.
Read the guideThe resource library
Clarity begins with better questions.
Practical starting guides for leaders who want a more organized approach to their responsibilities.
Practical resources
A clearer starting point is within reach.
Read the guides without signing up. General information to help you ask better questions—not a substitute for advice on your situation.
FIELD NOTES / 02
Tax readiness
Before Your Next Tax Conversation
A focused preparation guide for working with your tax professional.
Read the guideFIELD NOTES / 03
Churches & ministries
A Different Checklist for Churches
Why a ministry’s review should reflect its own structure and activities.
Read the guideChoose your starting point
The right support. A clearly defined scope.
Start with a review, build an action plan, or establish ongoing support.
One-time review
Compliance Checkup
Leaders who need to understand where their organization stands.
Starting at$350USD · one-time professional fee
- Review of agreed records and obligations
- Written findings and priority gaps
- Recommended next steps
One-time project
Compliance Action Plan
Organizations ready to turn identified gaps into a practical work plan.
Starting at$750USD · one-time professional fee
- Prioritized corrective-action roadmap
- Responsibilities and document checklist
- A calendar for agreed obligations
Monthly support · custom scope
Ongoing Compliance Support
Teams that need a recurring review rhythm and coordination capacity.
Starting at$650/monthUSD · monthly professional fee
- Maintained calendar of agreed obligations
- Scheduled reviews and document follow-through
- Progress priorities for leadership