Your accounting department.
Without the headcount.

It depends entirely on what we find. That’s why we do the Diagnostic first. It would be unfair to both of us to guess at a price before we’ve actually looked under the hood. Most of our ongoing advisory engagements land in the $2,500 to $15,000 per month range, but we can’t tell you where you’d fall until we’ve done the work. If that range is outside your budget, we’re probably not the right fit right now, and that’s okay.

Yes — though we’re not a bookkeeping firm. We’re a finance and accounting firm, and part of what we do is help you identify the financial and accounting needs you have and how to fill them. If your books need work before we can do our job well, we’ll flag it in the Diagnostic and scope it into Implementation.

Good. We’re not here to replace them. We’re the strategic layer that sits on top of their work and makes sure it’s actually driving the business forward. Some of the businesses we work with already have someone handling the day-to-day. What they don’t have is someone connecting those numbers to decisions.

Most fractional CFOs give you meetings and reports. We diagnose the financial and operational problems in your business and then actually solve them. We install systems, fix processes, and build infrastructure that works without us. Our job isn’t to tell you what’s wrong. It’s to fix it and show you the dollar impact.

Our team operates as a unit, which means shared access to financial systems across the Bison CFO team. We’re upfront about this because it’s how we deliver consistent, reliable work. If you’re not comfortable with that model, we need to know before we start, not after. We treat your data with the same care we’d want for our own businesses, and we’re happy to discuss specific security practices on our intro call.

Maybe. That’s exactly what the Diagnostic tells us. We do our best work with owner-led businesses over $1 million in revenue that have real operational complexity. If you’re not there yet, we’ll tell you. You’ll still walk away with a clear financial picture and specific things to act on. That’s why there’s no obligation beyond the Diagnostic.

That’s why we built the model the way we did. The Diagnostic is a three-week, defined-scope engagement. You see the work before you commit to anything else. There’s a built-in off-ramp. Implementation is project-based with a defined end. Advisory is month-to-month. We don’t lock anyone in because we don’t want clients who feel trapped. We want clients who keep working with us because the results justify it.

No. We start every engagement with the Diagnostic because we refuse to prescribe solutions before we understand the problem. We’ve seen too many advisory relationships fail because nobody did the upfront work to understand what the business actually needed. The Diagnostic protects both of us from that.

Then we’ll tell you. It’s happened. Some businesses get the clarity they needed from the Diagnostic alone and can move forward on their own. That’s a good outcome, not a failed sale. The Diagnostic has standalone value regardless of what comes after.

Great—that’s a sign of growth. A fractional CFO helps you get strategic insight now, without the cost or delay of a full-time hire. And when it’s time to bring someone in-house, we’ll help make that a smooth transition. We build systems that survive that handoff, not ones that depend on us being there.

We move fast. Most clients see their first strategic recommendations within 3–5 weeks through the Diagnostic. Those early findings often include quick wins you can act on immediately, even before we scope any ongoing work.

Kurtis is based in Oklahoma City, OK, and the rest of the team works remotely. We work with businesses across the country, and in-person support is available when needed.