5.0
Average rating
4
Client Reviews
$2.5K to $
Monthly Fixed Fee
$0
Minimum Annual Income
$0
Minimum Annual Revenue
What Our Clients Say
5.0
4 Client Reviews
Luke Taylor
November 4, 2025
Current client since 2025
5.0
Reason for working with Bison CFO
We decided to work with Bison CFO during a critical inflection point in our company's journey. A previous bookkeeper had left our books in disarray. We needed numbers we could trust, and we had recently decided to migrate over to QuickBooks.
Experience working with Bison CFO
Bison CFO dug into the details of our financial records and helped us work through the migration on to QuickBooks, a significant amount of clean-up work, and coaching us on our processes until we got to a stabilized state and numbers we could rely on. Very pleased with the quality and ability to go above-and-beyond to get us into a better state of financial management for my business.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Bison CFO dug into the details of our financial records and helped us work through the migration on to QuickBooks, a significant amount of clean-up work, and coaching us on our processes until we got to a stabilized state and numbers we could rely on. Very pleased with the quality and ability to go above-and-beyond to get us into a better state of financial management for my business. ", "author": "Bison CFO", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
RJ King
July 1, 2025
Current client since 2023
5.0
Reason for working with Bison CFO
As the business owner and needed and an expert to review my numbers and brainstorm my strategy for the business.
Experience working with Bison CFO
When working with Bison CFO I was able to to lay out my business strategy and bounce ideas off them for future growth. Bison help set a clear vision and gave me the confidence in my decision-making process for the future success of my business.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "When working with Bison CFO I was able to to lay out my business strategy and bounce ideas off them for future growth. Bison help set a clear vision and gave me the confidence in my decision-making process for the future success of my business. ", "author": "Bison CFO", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
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
Client Specialties
Preferred Industries
Industries Bison CFO doesNOTserve
Services Offered
Service Pricing
Monthly Retainer
$4,000 to $12,000
Project-Based Fee
$3,000 to $20,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
Bison CFO's Tech Stack
About Bison CFO
More than 50% of business owners say they don't fully understand their numbers. Know, you're not alone.
Let us help you fill that gap!
At BisonCFO, we don’t just act as your CFO, we lead and rebuild your entire finance function from the ground up, so you can lead with clarity, confidence, and control.
We serve businesses between $2–30 million in revenue that are looking to get better financial insights and actually start feeling in control of their business.
🎯 What We Offer
Our team can be anything from an as-you-need it Fractional CFO to a full on accounting and finance department. This can include, but is not limited to:
• Daily (automated) bookkeeping & reconciliations
• Custom financial reporting & dashboards tied to business drivers
• Forecasting & strategic planning (via our CFO-led OS framework)
• Cash flow & capital planning (CashOS + CapitalOS)
• Process documentation & automation so nothing breaks when you grow
• Internal team coaching & support to uplevel your people and systems
We provide a dedicated CFO to each account, tailored to your pace and goals. Whether it’s prepping for M&A, managing working capital, or improving margin clarity, we’re your strategic partner, not just your math department.
🔍 What Makes Us Different
• We run on systems, not guesswork: Our Operating Systems (like CashOS, ReportingOS, CapitalOS) help you turn financial chaos into calm.
• We lead your internal team: We coach, support, and help you hire and train staff.
• Our CFOs have real experience: They don't just crunch numbers. They'll challenge assumptions, ask hard questions, and help you think more strategically.
• We anticipate, not just react: Our annual engagement calendar ensures we hit every key milestone before you have to ask.
🧭 You’ll Get:
• A clean, modern finance function without building it from scratch
• Proactive insight into your cash, profit, and growth path
• A strategic CFO you can trust (and an execution team to back them up)
• Processes, reporting, and decisions that actually drive ROI
You don’t need a full-time finance team. You need a fractional one that works like it’s full-time (and at a fraction of the cost).
We do a FREE initial analysis for everyone that schedules a call. Let's talk and see if we're the right fit to run. your finance function and unlock the next stage of your growth!
Let us help you fill that gap!
At BisonCFO, we don’t just act as your CFO, we lead and rebuild your entire finance function from the ground up, so you can lead with clarity, confidence, and control.
We serve businesses between $2–30 million in revenue that are looking to get better financial insights and actually start feeling in control of their business.
🎯 What We Offer
Our team can be anything from an as-you-need it Fractional CFO to a full on accounting and finance department. This can include, but is not limited to:
• Daily (automated) bookkeeping & reconciliations
• Custom financial reporting & dashboards tied to business drivers
• Forecasting & strategic planning (via our CFO-led OS framework)
• Cash flow & capital planning (CashOS + CapitalOS)
• Process documentation & automation so nothing breaks when you grow
• Internal team coaching & support to uplevel your people and systems
We provide a dedicated CFO to each account, tailored to your pace and goals. Whether it’s prepping for M&A, managing working capital, or improving margin clarity, we’re your strategic partner, not just your math department.
🔍 What Makes Us Different
• We run on systems, not guesswork: Our Operating Systems (like CashOS, ReportingOS, CapitalOS) help you turn financial chaos into calm.
• We lead your internal team: We coach, support, and help you hire and train staff.
• Our CFOs have real experience: They don't just crunch numbers. They'll challenge assumptions, ask hard questions, and help you think more strategically.
• We anticipate, not just react: Our annual engagement calendar ensures we hit every key milestone before you have to ask.
🧭 You’ll Get:
• A clean, modern finance function without building it from scratch
• Proactive insight into your cash, profit, and growth path
• A strategic CFO you can trust (and an execution team to back them up)
• Processes, reporting, and decisions that actually drive ROI
You don’t need a full-time finance team. You need a fractional one that works like it’s full-time (and at a fraction of the cost).
We do a FREE initial analysis for everyone that schedules a call. Let's talk and see if we're the right fit to run. your finance function and unlock the next stage of your growth!
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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4 Client Reviews
"My experience has been outstanding. They are organized, proactive, and genuinely invested in helping my business thrive. Their support has not only improved my financial systems but has also given me the freedom to focus on the areas of my work where I’m most needed. I feel informed, supported, and confident knowing they’re managing such an important part of my business."
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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.
