PHASE 03 · WE STAY
Ongoing Services.
Three ways to run with us, sized to where your business is — from clean books to the complete finance department with a CFO at the table. Every package is the same team, the same standards, and a rhythm we earn every month.
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Pick the size. Everything is included.
Bookkeeping · Clean books, every month.
The foundation. Transactions categorized, accounts reconciled, a close you can trust — done by a team that thinks like CFOs, not like a categorization service.
✓monthly close, reconciled, on a date
✓clean statements you can hand a bank
✓a chart of accounts that matches how you run
✓A/P & A/R support and workflows
✓payroll coordination with your provider
✓year-end CPA handoff, 1099s included
✓questions answered by humans who know your business
STARTS WITH A $3K RIGHT-SIZED DIAGNOSTIC · MONTH-TO-MONTH
Financial Essentials · Books, cash, and a report you'll actually read.
Everything in Bookkeeping, plus the two things owners feel every week: where cash is going and what the numbers are saying. One package, one team, one monthly rhythm.
✓everything in bookkeeping
✓13-week cash forecast, kept live
✓an owner's scorecard — five numbers, monthly
✓a monthly financial report you'll actually read
✓budget vs. actuals tracking
✓a quarterly review with someone senior
✓coordination with your bank & CPA
STARTS WITH A $3K RIGHT-SIZED DIAGNOSTIC · MONTH-TO-MONTH
CFO Package · The full department — with someone senior running it.
Everything in Financial Essentials, plus a dedicated CFO at the table on a weekly cadence: margins, pricing, forecasting, and the decisions that drive growth, profits, and cash.
✓everything in financial essentials
✓dedicated CFO and analyst team
✓weekly CFO cadence — margins, pricing, decisions
✓rolling 3-year forecast & plan-vs-actual, run monthly
✓board- and bank-ready reporting
✓scenario planning & capital allocation
✓coordination with your CPA, bank & advisors
✓access via call, Slack, or email
✓project hours for ad hoc strategic work
STARTS WITH THE FULL DIAGNOSTIC
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How the CFO package runs.
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
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It all starts with a conversation.
Not sure which package fits? That’s what the call is for. Every engagement starts with a Diagnostic sized to your business — from $3K for Bookkeeping and Essentials.
OR EMAIL KURTIS@BISONCFO.COM