5.0
Average rating
3
Client Reviews
$2,500
Monthly Fixed Fee
What Our Clients Say
5.0
3 Client Reviews
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
Bridgette Ferraro
July 1, 2025
Current client since 2025
5.0
Reason for working with Bison CFO
The key factors in our decision to engage Bison CFO were their deep financial expertise, particularly in complex modeling, and their ability to support high-growth environments with flexibility and professionalism.
Experience working with Bison CFO
Partnering with the Bison CFO team has been a game-changer for us. Our CFO's (Patrick) modeling expertise through complex scenarios has let me stay in my zone of genius while still getting rock-solid numbers. The whole crew has been flexible and gracious, meeting us at warp-speed growth without ever feeling unreasonable or out of reach. They’ve made a genuinely great relationship even better, and I’m happy to shout their praises anywhere people are looking for first-class fractional CFO support.
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
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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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.
