Our main work is teaching treasurers and checking their books — but we keep a small number of fully-handled engagements for churches that want the books off their plate. Two tiers: the full monthly close (giving recorded, every fund tracked, board report by the 10th), or the fractional controller layer on top — budget vs. actual the board can act on, a rolling cash forecast that respects giving seasons, clergy payroll and housing-allowance oversight, and a standing call before every board meeting.
Monthly close from $450/mo · fractional controller $950–$1,800/mo · subject to availability
The monthly close starts at $450/month flat for a typical small church or nonprofit, scoped by funds, volume, and payroll. The controller tier runs $950 to $1,800/month flat — the layer most small churches never get, at half what fractional controllers typically charge, because the close and the insight come from the same person.
We take these engagements deliberately, a few at a time, so every client gets the same rhythm we run for the active Montana church whose books we keep. If we're full, we'll say so — and set you up to run the books yourself with training and a monthly check until a spot opens.
Done-for-you isn't the default here. It's the exception we do carefully.
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 small churches and nonprofits that's the right amount of finance function at half the price.
A free 20-minute fit call. We'll be honest about current availability, look at your books together, and give you a flat quote in writing before anything starts.
That's the most common path. The close builds the clean data; the controller layer switches on whenever you're ready.
We'll say so plainly and set you up the other way: Cleanup + Training so your treasurer can run the books, plus the Month-End Check so a professional still checks them monthly. Many churches find they prefer it.
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 your books are and whether this tier earns its fee. If it doesn't — or we're full — I'll say so and point you to the better path.