Other Consulting Services

Sustainability Studies

We help create a comprehensive plan that leverages the organization’s resources in a way that prevents their depletion and promotes long-term sustainability, perpetuating its ability to fulfill its mission.

Key focus areas can include:

  • Financial sustainability
  • Leadership succession planning
  • Strategic planning
  • Adaptability

Reconfiguration Planning

Supports religious institutes in merging smoothly by addressing key areas, including:

  • Accounting
    Streamlining systems and accounts
  • Banking
    Centralizing cash management
  • Budgeting
    Merging budgets efficiently
  • Development
    Unifying fundraising efforts
  • Staffing
    Assessing and optimizing roles
  • Health Care
    Establishing shared healthcare options
  • Insurance
    Consolidating policies
  • Investments
    Centralizing and setting guidelines. We help evaluate assets, develop allocation models, unify policies, provide independent assessments, and assist in selecting managers.
  • Legal
    Reviewing key documents
  • Ministry Obligations
    Evaluating contracts
  • Properties
    Streamlining systems and accounts
  • Accounting
    Reviewing real estate use

Social Security Reporting

Religious organizations participating in Social Security must report “wages” for their members, paying both the employee and employer portions of FICA tax. Reporting is required regularly, with penalties for late submissions. Consulting Solutions offers a streamlined process to help institutes meet these requirements, enrolling members and paying FICA for them, so they get Medicare/Medicaid when they retire.

Our services include:

  • Filing W-2 information with the government on behalf of the institute
  • Preparing W-2 and 941 forms for institute submission
  • Calculating, managing, and processing required tax payments