Bison CFO
More profit. More cash.
Numbers you can finally trust.
Your books, dashboards, forecasts, and CFO calls, all designed, built, and run by one team. We don’t send reports and disappear. We stay until profit and cash show up on the Financials.
Implement your FinanceOS today.
For owner-led businesses, $3M–$100M, ready for finance that drives the business forward.
What clients say
“I can now sleep well at night knowing that Bison CFO is taking care of the numbers.”
01 · Why we exist
We take your disconnected pieces and turn them into a connected finance function that grows profit and cash.
You have a bookkeeper, accounting staff, a CPA, and a part-time CFO, but they don’t work together or play from the same playbook. We’ve seen it over and over: data is fragmented, reports are inconsistent, and you’re still making decisions from your gut.
Bison CFO connects them into one finance function, designed, built, and run with you, so profit and cash start showing up on your P&L and in your bank account.
02 · The value we create
From day one to strategic growth.
In the first 90 days, we put your profit & cash plan in motion and start implementing the FinanceOS. By year one, profits can begin to transform. By year two, the system is compounding.
- Month 190-day profit & cash plan
- Month 3FinanceOS implemented
- Month 413-week cash flow live
- Month 512–36 month plan in place
- Month 7KPI dashboard live
- Month 12Profits transformed
- Month 24Compounding growth
Value over 24 months
03 · What we’ve done
Real businesses. Real profit & cash results.
Industrial manufacturer
~$12M revenue · 60+ employees
+$420K
annualized profit
+$1.8M
cash collected
What we built
- 13-week cash flow with live bank, AR, and AP data
- Asset utilization audit and divestiture plan
- Bank covenant renegotiation
- Weekly cash huddle process
Facility services
~$75M revenue · 2500+ employees
+$1.5M
annualized profit
+$3M
cash collected
What we built
- Replaced paper time cards with automated timecard intake
- Live job-cost dashboard wired to payroll
- Restructured chart of accounts for job-level reporting
- Monthly close playbook installed
Field services
~$6M revenue · 30+ employees
+$185K
annualized profit
+$95K
cash collected
What we built
- Custom field-team time and status tool
- Pricing model rebuilt by job type
- Automated AR collections cadence
- KPI dashboard for crew productivity (hello)
Government Contractor
~$48M revenue · 35+ employees
+$1.3M
annualized profit
+$1.7M
cash collected
+97 pts
margin lift
What we built
- Negotiated 300% line of credit ceiling increase
- Improved contract mix to increase Gross Margins by 35%
- Modeled the cost of pre-payments, allowing them to strategically win more bids
- Implemented FinanceOS to connect Operations and Leadership
Specialty products distributor
~$2.6M revenue · 2+ employees
+$165K
annualized profit
+$288K
cash collected
+62 pts
margin lift
What we built
- Implemented a structured price increase
- Tightened inventory tracking and reconciliation
- Built a tax set-aside plan with clear monthly targets
- Cleaned up the books and rebuilt the chart of accounts for clarity
Franchise Facility Services
~$17M revenue · 45+ employees
+$500K
annualized profit
+$150K
cash collected
+44 pts
margin lift
What we built
- Improved Budgeting & Forecasting system
- Restructured chart of accounts for job-level reporting
- Started department-level reporting
- Prepared SOPs and trained new incoming Controller
Specialty contractor
~$8M revenue · 45+ employees
+$340K
annualized profit
+$210K
cash collected
What we built
- Replaced paper time cards with automated timecard intake
- Live job-cost dashboard wired to payroll
- Restructured chart of accounts for job-level reporting
- Monthly close playbook installed
Industrial manufacturer
~$12M revenue · 60+ employees
+$420K
annualized profit
+$1.8M
cash collected
What we built
- 13-week cash flow with live bank, AR, and AP data
- Asset utilization audit and divestiture plan
- Bank covenant renegotiation
- Weekly cash huddle process
Facility services
~$75M revenue · 2500+ employees
+$1.5M
annualized profit
+$3M
cash collected
What we built
- Replaced paper time cards with automated timecard intake
- Live job-cost dashboard wired to payroll
- Restructured chart of accounts for job-level reporting
- Monthly close playbook installed
Field services
~$6M revenue · 30+ employees
+$185K
annualized profit
+$95K
cash collected
What we built
- Custom field-team time and status tool
- Pricing model rebuilt by job type
- Automated AR collections cadence
- KPI dashboard for crew productivity (hello)
Government Contractor
~$48M revenue · 35+ employees
+$1.3M
annualized profit
+$1.7M
cash collected
+97 pts
margin lift
What we built
- Negotiated 300% line of credit ceiling increase
- Improved contract mix to increase Gross Margins by 35%
- Modeled the cost of pre-payments, allowing them to strategically win more bids
- Implemented FinanceOS to connect Operations and Leadership
Specialty products distributor
~$2.6M revenue · 2+ employees
+$165K
annualized profit
+$288K
cash collected
+62 pts
margin lift
What we built
- Implemented a structured price increase
- Tightened inventory tracking and reconciliation
- Built a tax set-aside plan with clear monthly targets
- Cleaned up the books and rebuilt the chart of accounts for clarity
Franchise Facility Services
~$17M revenue · 45+ employees
+$500K
annualized profit
+$150K
cash collected
+44 pts
margin lift
What we built
- Improved Budgeting & Forecasting system
- Restructured chart of accounts for job-level reporting
- Started department-level reporting
- Prepared SOPs and trained new incoming Controller
Specialty contractor
~$8M revenue · 45+ employees
+$340K
annualized profit
+$210K
cash collected
What we built
- Replaced paper time cards with automated timecard intake
- Live job-cost dashboard wired to payroll
- Restructured chart of accounts for job-level reporting
- Monthly close playbook installed
04 · What we build
We solve your most pressing problems. Not with reports. With systems built into the business.
Strategic Finance · CFO leadership
How do I grow profit?
- CFO-level guidance & weekly calls
- 3-year forecasting & scenarios
- Annual & quarterly planning
- Pricing, margin & capital allocation
Cash · Working capital
How do I unlock cash?
- 13-week cash flow forecasting
- AR collections cadence & automation
- AP timing & vendor terms
- Bank covenant alignment
Accounting · Automation · AI
How do I trust the numbers?
- Books closed monthly, reconciled
- Live KPI dashboards (real-time)
- Automated timecards, intake, AP
- AI-assisted reporting & insight
Operations · Controls · Cadence
How do I integrate finance & operations?
- Month-end close playbook
- Weekly cash + KPI huddle
- Policy & procedure documentation
- CPA, bank & advisor alignment
05 · How we work
Diagnose first. Build second. Improve continuously.
We don’t sell retainers. We sell outcomes. Three phases, each earned by the last. Click any to expand.
More on Cash & Profit Diagnostic
We get inside your business and find the cash and profit hiding in plain sight. You get identified opportunities with dollar estimates, a recorded findings presentation, and a clear recommendation on what to do next.
Guaranteed results or your money back.
Full detailsWhat you get
- Business model review
- Financial & operational health assessment
- 13-week cash flow projection
- Map of your finance and accounting process
+ 3 more on the full page
If this is how you think too
More profit. More cash. One partner.
Spend 30 minutes with us on your finance function. We’ll tell you what’s missing, what’s redundant, and whether we’re the right partner for the next mile, before either of us commits.
Book an intro callQuestions we hear.
Answers that might save us both a phone call.
Ready when you are.
One conversation, no commitment. We’ll tell you straight whether your finance function needs a tune-up or a rebuild.
Book an intro call