$ bison how-we-work
One department.
Meet it where you are.
The same three-phase approach runs every engagement. What changes is the door you walk in: from clean books at $1M to CFO leadership over an internal team at $100M.
THE APPROACH · EVERY ENGAGEMENT, EVERY SIZE
Diagnose. Implement. Advise.
We diagnose.
Four weeks inside your numbers. Every leak found, priced, put in writing. Guaranteed to find more than it costs.
THE FULL 3-WEEK TIMELINE →EXIT RAMP: walk away with the findings and the plan.
We implement.
Books, cash, forecast: the taped-together pieces become one connected system, and the first dollars come back.
THE SIX WORKSTREAMS →EXIT RAMP: the system is yours. run it yourself if you want.
We advise.
Someone senior runs the system with you, week after week. We earn it every month.
THE OPERATING CADENCE →EXIT RAMP: cancel any month. most don't.
THE PACKAGES · SMALLER COMPANIES FIRST, BIGGER ONES BELOW
Start where you are. Grow into the rest.
Bookkeeping.
Clean books by people who think like CFOs. The layer everything else stands on.
WHAT'S INSIDE:
›monthly close, reconciled, by day 10
›statements you can hand a bank
›a chart of accounts that matches how you run
›humans who answer, and know your business
VS. HIRING IT: A FULL-TIME BOOKKEEPER RUNS ~$55K PLUS BENEFITS.
Financial Essentials.
Books, cash, and a report you'll actually read. One package, one team, one monthly rhythm.
WHAT'S INSIDE:
›everything in bookkeeping
›13-week cash forecast, kept live
›an owner's scorecard: five numbers, monthly
›a quarterly review with someone senior
VS. HIRING IT: A BOOKKEEPER PLUS AN ANALYST RUNS ~$120K BEFORE BENEFITS.
CFO Packages.
The complete accounting department: books, controls, forecasting, and a CFO at the table every week. This path starts with the guaranteed Diagnostic.
WHAT'S INSIDE:
›everything in financial essentials
›forecast and plan-vs-actual, run monthly
›weekly cfo cadence: margins, pricing, decisions
›board- and bank-ready reporting
VS. HIRING IT: AN IN-HOUSE CFO ALONE RUNS $250K+. THIS IS THE WHOLE DEPARTMENT.
Already have a department?
Plenty of our clients do. We slot in where you're thin: CFO leadership over your internal team, controllership oversight, or a specific build. Your people stay. They get senior air cover and a system worth running.
HOW THAT USUALLY LOOKS:
›fractional cfo leading your internal staff
›controllership oversight and a close that holds
›special projects: systems, covenants, diligence
›a bench your controller can call
REVENUE BANDS ARE GUIDES, NOT GATES. PRICING IS SCOPED TO YOUR BUSINESS, AND EVERY PACKAGE CAN STAND ALONE.
NOT SURE WHERE YOU FIT?
Pick the door that matches today.
$ bison start --help
where are you today?
?need clean books, today
→start with bookkeeping. upgrade any time
?outgrown the bookkeeper, not ready for a cfo
→start with financial essentials
?want the leaks found and the full department
→start with the diagnostic → cfo package
?have an internal team that needs senior help
→cfo services alongside your people
?not sure
→book the call. we'll tell you which door, even if it's not ours.
We guarantee our results. Or your money back.
The Diagnostic is guaranteed to identify more recoverable profit than it costs. If it doesn’t, we refund it in full, in writing, no argument. You risk four weeks. We risk the fee.
✓ GUARANTEED, OR YOUR MONEY BACK
$ bison start --package=yours