The Finance OS for SMBs

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

We partner with B2B service businesses (Security, Commercial Cleaning, and Professional Services) to keep payroll flowing, margins protected, and growth funded.

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."
"Partnering with the Bison CFO team has been a game-changer for us.  I’m happy to shout their praises anywhere people are looking for first-class FCFO."
Map with types of businesses
We work with teams from $0 to $50M in Revenue

We help growing service businesses build the finance systems to scale.

We know the pressure of labor-heavy, margin-sensitive industries like security and cleaning.

Growth can bring stress and uncertainty.

We bring the systems that turn stress into confidence.

Physical Security
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Electronic Security
Commercial Cleaning
Home Services & Trades
Architecture & Engineering
Facility Services
Financial Clarity creates Growth

We give you a roadmap that will grow your profit, cash, and wealth.

It’s not theory. It’s a tested process that gets service businesses out of firefighting and into profitable growth.

● Map your 3 year vision
● Identify your current roadblocks
Optimize cash flow & build a forecast
Install regular financial rhythms
Grow your profit, cash, & wealth
Pyramid 90 Day Roadmap
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 your key problems, and set clear priorities for growth.

3
Grow with Clarity

We partner with you to implement the plan, grow your profit, and put cash in your pocket.

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."

Bridgette Ferraro

CEO, iCopy Legal

Partnering with the Bison CFO team has been a game-changer for us. They’ve made a genuinely great relationship even better, and I’m happy to shout their praises anywhere people are looking for first-class fractional CFO support.

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.

Intro
Great for small businesses that need strategic insight and financial clarity without the full-time cost.
Includes:
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Monthly CFO Call*
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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 Plan & Forecast
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Bookkeeping Review
Your Team:
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Dedicated CFO
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Financial Analyst Support
* Additional calls at reduced rates
Scale
For growing businesses that need more frequent support, planning, and scenario-based forecasting.
Everything in Intro, plus:
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Two CFO Calls Per Month*
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Annual Planning Workshop
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Weekly Cash Flow Projections
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3-Year Forecast w/ scenarios
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Bookkeeping Oversight
Your Team:
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Dedicated CFO
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Dedicated Analyst Support
* Additional calls available as needed
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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Unlimited CFO calls*
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Accounting Team Supervision
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Access to the Senior Partners
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Stakeholder Communication (Investors, CPAs, Bankers)
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Onsite Strategic Workshops
Your Team:
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Dedicated CFO
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Full-Time Financial Analyst
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Bookkeeping Team
* 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
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"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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