$ bison how-we-work
One department.
Meet it where you are.
Whether the pain is books you can’t trust, cash you can’t see, or decisions you’re making alone — the approach is the same three phases. What changes is the door you walk in: clean books at $1M to CFO leadership at $100M.
THE APPROACH · EVERY ENGAGEMENT, EVERY SIZE
Diagnose. Implement. Advise.
We diagnose.
Three weeks, under five hours of your time. Every leak found, priced in dollars, 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.
Weekly cadence, quarterly deep dives, annual planning — someone senior running the system with you, there the moment you need them, adding value 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.
Books handled quietly and correctly, by people who think like CFOs. You stop checking the work. That's the point.
WHAT'S INSIDE:
›a fast monthly close — automated, reconciled
›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.
For the owner who's outgrown 'just the books' but isn't ready for a full CFO cadence: books, cash, and a report you'll actually read. One team, one monthly rhythm.
WHAT'S INSIDE:
›everything in bookkeeping
›13-week cash forecast, kept live
›a monthly report with analysis & recommendations
›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 an experienced CFO who knows your business inside and out. The person you want in the room when the big decision shows up.
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. EVERY ENGAGEMENT STARTS WITH A DIAGNOSTIC SIZED TO YOUR BUSINESS — FROM $3K FOR BOOKKEEPING AND ESSENTIALS — 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
→bookkeeping — a $3k right-sized diagnostic, then clean books. upgrade any time
?outgrown the bookkeeper, not ready for a cfo
→financial essentials — books + cash + a monthly rhythm
?want the leaks found and the full department
→the full 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.
$ bison start --package=yours