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Bison CFO | Advisory Services, Bookkeeping, Fractional CFO Services

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.

Minimum Financial Requirements

Annual Income
No minimum required
Annual Revenue
No minimum required

Services Offered

Client Specialties

Service Pricing

Monthly Fixed Fee
$1,500

Preferred Industry

Client Type

Meeting Options

In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform

Clients who would be a good fit

Consulting Firms Home Services Businesses
Family-Owned Businesses
Rapidly Growing Startups
Franchise Businesses
E-commerce Stores

Clients who wouldNOTbe a good fit

Looking for a tax-only CPA
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 platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
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