How Goshen Works With Your Organization
Every Goshen engagement adheres to a structured process designed to ensure your books are accurate, maintain that accuracy, and provide your leadership team with the financial clarity necessary to make informed decisions.
01 - Discovery & Fit
We take the time to understand your organization's goals, challenges, and financial pressures before proceeding. We assess your operational structure, identify strengths and areas for improvement, and clearly communicate whether we're the right fit.
02 - Financial Diagnostic Review
We conduct a thorough assessment of your accounting systems and financial records to identify errors, compliance risks, and remediation needs. You'll receive a proposal outlining recommended services, timeline, and pricing.
03 - Onboarding & Foundation Building
We use the first three months to establish a robust accounting foundation by learning about your operations, data clean-up, and creating workflows to gather information to update your financial records.
04 – Ongoing Partnership
We manage your financial records and meet regularly with leadership to align your finances with strategic decisions. As your organization grows, we scale our services to meet the evolving needs of your organization.
Ready to Start the Conversation?
Complete our brief questionnaire to book a discovery call with a Goshen Advisor to discuss your organization, your challenges, and goals.
“The Goshen team entered a very transitional period for the day school and jumped right in. The Goshen team has strong skills in working with the school administration, both professionally and personally. We worked with Goshen to streamline our payroll and transition to QuickBooks Online.”