Tier 4

Stop-Gap CFO Close

Your controller left. The close is overdue. The board needs financials. We've got you. A complete month-end close — run by you or managed by our team.

The Problem

The close depends entirely on one person. When that person is gone — resigned, on leave, or overwhelmed — the entire financial operation stops.

The board needs financials. The lender has a covenant deadline. Nobody else knows how to close the books.

This isn't rare. This is the norm for companies between $5M and $100M.

The Solution

The Stop-Gap CFO Close runs a structured, 15-step close process on your financial data. Bank reconciliation, trial balance validation, journal entry review, revenue cutoff, variance commentary — all in one pass.

Output: a Close Report, a Variance Memo ready for your board, and a Team Kit with scripts your staff can use every month going forward.

15-Step Close Process

A. Data Integrity
  • Trial balance import
  • Debit/credit balance check
  • Prior period comparison
B. Reconciliations
  • Bank reconciliation
  • AP sub-ledger tie
  • AR sub-ledger tie
  • Payroll reconciliation
C. Adjustments
  • Accruals and prepaid review
  • Depreciation posted
  • Revenue cutoff review
D. Journal Entries
  • Pending JE validation
  • Late/prior-period entries
E. Close Sign-Off
  • Final trial balance review
  • Variance commentary generation
  • Close package sign-off

11 automated
4 confirmation

Under 5 minutes once files are in place

Three Deliverables, Every Close

Close Report

Every step documented with color-coded status (PASS, FAIL, NEEDS REVIEW). Findings for any flagged items. Your permanent record of the close.

Variance Memo

CFO-level management commentary on revenue, margin, operating expenses, and balance sheet highlights. Ready to attach to your board deck or lender package.

Team Kit

Three Python scripts your staff can run every month: trial balance checker, bank reconciliation checker, and a close checklist runner. No API keys needed.

Two Ways to Use Tier 4

Self-Serve

$2,997

You buy the close scripts, templates, and team kit. Your team runs the close themselves every month. One-time purchase, permanent ownership.

  • Full 15-step close engine
  • All three deliverables auto-generated
  • Team kit for ongoing use
  • Pre-close prep checklist
  • Close sign-off sheet
  • Getting Started guide

Best for: Companies with a capable accounting team who just need a better process.

Buy Now — $2,997

Managed

Contact Us

Our finance team runs the close for you. We take your data, run the process, make the judgment calls, and deliver the complete package.

  • Everything in Self-Serve
  • CFO runs all 15 steps
  • Professional review of all findings
  • Board-ready slide deck
  • Monthly retainer available
  • Emergency premium for urgent closes

Best for: Companies navigating a transition, facing a backlog, or needing an extra set of hands for close.

Schedule a Call

Not Ready for Tier 4?

If your close isn't in crisis but you want better financial infrastructure, work your way up:

Start Here

Tier 1 — $97

Document your accounting process first.

Learn More
Diagnose

Tier 2 — $497

Understand what your numbers mean.

Learn More
Optimize

Tier 3 — $1,497

Map and fix your manual processes.

Learn More

Or take the free Financial Health Checklist to find out which tier fits.

The Retainer Path

After the first managed close, most clients ask us to run it again next month. The team kit handles the checks — but the judgment calls, the accrual decisions, the board-ready narrative? That's why they keep us.

Predictable financial operations for your company.

Contact Us About Retainer