Bison CFO
FOUNDING YEAR
2022
NUMBER OF EMPLOYEES
6 - 20 employees
CREDENTIALS
CPA
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
Bison CFO
BisonCFO provides Fractional CFO & Bookkeeping services, primarily for service businesses who are based in the US and have between $1-30 million per year in revenue.
Our goal is to build financial systems in your business so that you can sleep easy and worry about running your business instead of the numbers.
When we become your CFO, we manage all the things traditionally handled by a CFO as a part of our all-in service package:
1. Bookkeeping
2. Custom KPI Dashboards
2. Custom Financial Reporting Package
3. Cash Flow Analysis & Planning
4. Strategic Planning & Forecasting
5. Tax filing for clients only!
and call us anytime with anything else!
Having BisonCFO as your CFO is no different than just hiring someone internal (well, except it's cheaper).
We bring years of experience and can help you navigate the unknowns because we've done it before.
We help you see your business through a new lens so you can more easily navigate key business decisions and maximize your returns.
In short, we help you get:
● Clarity in your numbers
● Improved Profit Margins
● Better cash management
● Clear strategic plans
● Confidence in your decisions
● Optimism about your future
Reach out! We'd love to give you feedback and see if you're the right fit for our firm.
Our goal is to build financial systems in your business so that you can sleep easy and worry about running your business instead of the numbers.
When we become your CFO, we manage all the things traditionally handled by a CFO as a part of our all-in service package:
1. Bookkeeping
2. Custom KPI Dashboards
2. Custom Financial Reporting Package
3. Cash Flow Analysis & Planning
4. Strategic Planning & Forecasting
5. Tax filing for clients only!
and call us anytime with anything else!
Having BisonCFO as your CFO is no different than just hiring someone internal (well, except it's cheaper).
We bring years of experience and can help you navigate the unknowns because we've done it before.
We help you see your business through a new lens so you can more easily navigate key business decisions and maximize your returns.
In short, we help you get:
● Clarity in your numbers
● Improved Profit Margins
● Better cash management
● Clear strategic plans
● Confidence in your decisions
● Optimism about your future
Reach out! We'd love to give you feedback and see if you're the right fit for our firm.
Steve Habits
April 9, 2024
Experience working with Bison CFO
Kurtis was exceptionally knowledgeable and very helpful during the time I worked with him. He's dependable, trustworthy and experienced, qualities that I always look for when doing business with others. I highly recommend Kurtis and BisonCFO.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Clients who would be a good fit
Consulting Firms Home Services Businesses
Family-Owned Businesses
Rapidly Growing Startups
Franchise Businesses
E-commerce Stores
Family-Owned Businesses
Rapidly Growing Startups
Franchise Businesses
E-commerce Stores
Clients who wouldNOTbe a good fit
Looking for a tax-only CPA
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Specialties
Preferred Industry
Client Type
Services Offered
Service Pricing
Monthly Fixed Fee
$2,500
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
