Everything in The Monthly Close, plus the layer most churches and nonprofits never get: budget vs. actual analysis the board can act on, a rolling cash forecast that respects giving seasons, clergy payroll and housing-allowance oversight, and a standing monthly call before the board meets — with someone who does this work for a working congregation every month.
$950–$1,800/month depending on complexity · fractional controllers start around $2,000
This tier fits businesses roughly $250K to $2M in revenue that have outgrown "just bookkeeping" but can't justify a controller. Fractional controllers typically start around $2,000/month and CFO-lite advisory runs far higher. Financial Partner runs $950 to $1,800/month flat, scoped to your complexity — because the close and the insight come from the same person, there's no second firm to pay.
Equipment-heavy, manufacturing, and multi-entity operations are my home turf: those are the businesses I've helped build and run.
You don't need a CFO. You need someone who reads your numbers the way you read your shop floor.
A controller supervises someone else's bookkeeping. Here, the person doing your close is the person analyzing it — nothing is lost in the handoff, and you're not paying two vendors. For most sub-$2M businesses that's the right amount of finance function at half the price.
A free 20-minute fit call, then the $149 Back-Office Scorecard — a written review of your books and automation opportunities with a fixed quote, credited in full toward your first month.
That's the most common path. The close builds the clean data; the partner layer switches on whenever you're ready.
Both. In person around the Bitterroot Valley and Missoula; remote everywhere else. The monthly call happens over video either way, with your numbers on screen.
A free fit call to look at where the business is and whether this tier earns its fee. If it doesn't, I'll say so.