Finance Doesn’t Have to Be a Mystery

We clarify your numbers so you can run your business with confidence.

Our experts help you understand your finances and partner with you to create a plan to grow your business.

Quit stressing about your numbers today.

Book A Free Intro Call
"I can now sleep well at night knowing that Bison CFO is taking care of the numbers."
"I highly recommend them to anyone seeking a combination of practical solutions and strategic insight."
"Kurtis makes complex financial planning understandable. You will learn a ton from him."
We work with teams at every stage

We partner with growing businesses from startup to $100 million in revenue.

Growing a business is stressful and full of uncertainty.

Our experts have worked with businesses like yours and will use that experience to bring clarity, control, and confidence to your numbers.

Home Services & Trades
Professional Services Firms
Agencies
Small Manufacturers
SaaS
E-commerce Brands
Rapidly Growing Startups
Private-Equity Backed
Family-Owned Businesses
Franchise Operators
Preparing for Exit
Strategic Acquirers/Buyers
Financial Clarity creates Growth

We turn your financial data into a strategic advantage.

We help you get a clearer view of your business, so you can make smarter decisions and grow profitably.

A clear financial strategy
Clarity in your numbers
Improved Profit Margins
Better cash management
Confidence in your decisions
Optimism about your future
The Path To Financial Confidence

Working with BISON couldn't be simpler.

1
Book An Intro Call

Let’s connect. We’ll schedule a time to learn about your business and where you want to go.

2
Define Your Priorities

We review your financials, identify what matters most, and set clear priorities for growth.

3
Grow with Clarity

We partner with you to execute the plan, grow your business, and stop second-guessing your numbers.

GET THE TRUE STORY OF YOUR FINANCIALS

We turn financial insights into business growth.

Real-time visibility. Strategic guidance. Actionable data.
Everything you need to lead your business with clarity and confidence.

In-Depth Financial Reporting

Custom monthly reports with financial statements and strategic insights tailored to your business.

Budgeting & Forecasting

We analyze your budget vs actuals and build forward-looking forecasts to guide strategic decisions.

Live Financial Dashboard

Access real-time dashboards with key financial and operational metrics anytime, anywhere.

Cash Flow Management

Know what cash you’ll have next week, next month, and beyond so you can plan, not panic.

Tailored Financial Education

Learn the why behind the numbers. We lead with teaching and will show  you how to read your financials confidently.

Access to a dedicated CFO

Your dedicated strategic CFO is available by call, Slack, or email to guide decisions and answer questions.

testimonials

Don't take our words.
Listen to theirs.

"BisonCFO provided strategic insight and big-picture thinking that complemented our tactical day-to-day work. They’re an excellent partner for businesses looking to improve financial strategy and operations, and I highly recommend them."

"Kurtis makes complex financial planning understandable. Small business owners will learn a ton from him."

"The Bison CFO team has been a game-changer. I can now sleep well at night knowing that they are taking care of the numbers."

"Kurtis doesn't just crunch numbers; he helps you visualize and interpret them in a way that is meaningful and actionable."

Our Packages

Flexible Finance Support, Built Around You

From fractional CFO support to a fully managed accounting team, we meet you where you are and help you grow from there.

Core
Great for small businesses that need strategic insight and financial clarity without the full-time cost.
Includes:
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Dedicated CFO
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Financial Analyst Support
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Custom Onboarding
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Live Financial Dashboards
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Monthly Financials with KPIs
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12-month Planning & Forecasting
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Bookkeeping Oversight
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Email/Slack Access to a CFO
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Monthly CFO Call*
* Additional calls at reduced rates
Scale
For growing businesses that need more frequent support, planning, and scenario-based forecasting.
Everything in Core, plus:
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Priority Analyst Support
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Weekly Cash Flow Projections
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Enhanced Financial Dashboards
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3-Year Forecast with unlimited scenarios
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Strategic Budgeting & Planning Workshop
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Monthly CFO hours for projects
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Two CFO Calls Per Month*
* Additional calls at reduced rates
Most Popular
Full Finance Department
Built for teams that want a complete outsourced finance department, from books to boardroom.
Everything in Scale, plus:
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Fully Managed Accounting Department
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Bookkeeping Team
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Dedicated Financial Analyst
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Unlimited CFO calls & project support
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Direct access to the Senior Partners
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Stakeholder Communication (Investors, CPAs, Bankers)
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Onsite Strategic Workshops
* Unlimited calls & services customizable
Additional Offerings
Available as one-time projects or added to any package:
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Bookkeeping Packages
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Financial Health Assessment
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Finance-Led Business Automation
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Shareholder Meeting Presentations
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Custom Dashboards & Reporting
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Onsite Strategy Sessions
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Team Financial Training
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M&A Consulting
"Kurtis doesn't just crunch numbers; he helps you visualize and interpret them in a way that is meaningful and actionable."
Sarah Noll Wilson, CEO
Don’t see what you need? We scope custom projects too. Let's talk.

Frequently asked questions

Everything you need to know about Bison.

What if we want to hire a CFO?
Is this a long-term commitment?
How much does it cost?
How long will it take to see results?
What is the cancellation policy?
How does the onboarding process work?
Will you save me money?
I’m worried to give my data to an outside party. How do you protect it?
Should I hire my own accountant instead?
How does the onboarding process work?
Will you save me money?
I’m worried to give my data to an outside party. How do you protect it?
Where are you located?
Should I hire my own accountant instead?
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