PHASE 02 · THE BUILD
The Implementation.
The Diagnostic tells us exactly what needs to change. Implementation is where we make it happen: fixed scope, defined deliverables, and a measurable result before we start.
Fixed scope
You know exactly what you're getting
Defined end
Every project has a finish line
Measurable result
Outcomes you can see in the numbers
$ bison implement --workstreams
What the build can include.
Every engagement is scoped from your Diagnostic findings. These are the workstreams we draw from.
Accounting & Close Process
We audit your workflows, fix what's broken, and build processes that produce trustworthy numbers on a predictable schedule.
- ›chart of accounts restructuring
- ›close calendar & checklist
- ›reconciliation standards
- ›journal entry policy
- ›controls matrix
Financial Reporting
Custom reporting that drives decisions, not just documents what happened.
- ›monthly financial package with KPIs
- ›budget vs. actuals tracking
- ›department-level reporting
- ›KPI dictionary & ownership
- ›reporting calendar
Cash Flow & Forecasting
Visibility into where your cash is, where it's going, and what's coming.
- ›13-week cash flow projection
- ›cash mapping by account
- ›rolling 3-year forecast
- ›scenario planning & modeling
- ›capital allocation framework
Pricing & Margins
Most businesses are underpriced. We show you exactly where and by how much.
- ›service/product-level margin analysis
- ›pricing model & sensitivity testing
- ›cost structure review
- ›gross margin optimization
Systems & Automation
Eliminate manual work. Get your numbers right the first time.
- ›live KPI dashboards
- ›automated bill pay & revenue tracking
- ›tool stack evaluation
- ›data integration & cleanup
Policy & Documentation
The infrastructure that survives staff turnover and scales with growth.
- ›accounting policy manual
- ›SOP library (revenue, expenditure, payroll, cash)
- ›close playbook
- ›approval thresholds & access controls
What comes next.
Once the systems are built and the processes are in place, the question becomes: who helps you act on what the numbers are telling you? That’s where Advisory begins.