PHASE 03 · WE STAY
Profit & Growth Advisory.
Your strategic thought partner for the long term. Not a reporting service: a real partner in the decisions that drive growth, profits, and cash.
$ bison advisory --cadence
The operating cadence.
A structured rhythm designed to create engagement, focus, and accountability. Not ad hoc meetings: an operating system.
CFO Call & Financial Packet
A structured review built for engagement, focus, and accountability.
Wins, scorecard review
Financial statements, KPIs, operational drivers. Did results align? What surprised us?
13-week cash flow, forecast review, issue processing, priority planning
Who owns what, by when
What worked, what to improve
Planning Deep Dive
Zoom out. Reassess. Recalibrate the next 90 days.
Wins, scorecard
Quarterly financials, specialized reporting, KPIs
Forecast adjustments, goal reassessment, priority reset
Action items & ownership
What worked, what to improve
Strategic Planning Session
Set the direction for the year. Align the whole business.
What worked, what didn't, what to celebrate
Business model canvas, big initiatives, impact analysis, constraints & risks
Revenue goals, margin targets, operating & capital budget, capacity planning
KPI mapping aligned to strategy
What’s included.
✓dedicated CFO and analyst team
✓access via call, Slack, or email
✓monthly financial reporting with KPIs
✓rolling 3-year forecast
✓weekly or monthly cash flow updates
✓coordination with your CPA, bank & advisors
✓pricing and margin analysis as needed
✓project hours for ad hoc strategic work
$ bison start
It all starts with a conversation.
Every engagement begins at the Diagnostic. Let’s find out what’s possible for your business.
OR EMAIL KURTIS@BISONCFO.COM