We partner with B2B service businesses (Security, Commercial Cleaning, and Professional Services) to keep payroll flowing, margins protected, and growth funded.

We partner with businesses generating $2M–$50M+ in revenue that have outgrown their bookkeeper, are scaling rapidly, and require financial leadership to match their growth. Our work combines strategic finance, systems thinking, and real-world execution, enabling business owners to stop being the bottleneck and start leading with confidence.

𝗖𝗼𝗿𝗲 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀:
➢CFO & Strategic Finance Leadership (FinanceOS)
➢Financial modeling, cash flow forecasting, and decision support
➢Accounting system upgrades and oversight (AccountingOS)
➢Sales and operations finance alignment (SalesOS & OpsOS)
➢Team training, coaching, and internal capability building

𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀 𝗦𝗲𝗿𝘃𝗲𝗱:
While we focus on B2B services, our experience includes, but is not limited to:
➣Physical Security
➣Commercial Cleaning
➣ Manufacturing
➣Professional services (agencies, consultants, executive coaches)
➣Home services
➣Construction and specialty trades
➣B2B eCommerce and wholesale
➣SaaS

𝗖𝗹𝗶𝗲𝗻𝘁 𝗪𝗶𝗻𝘀:
➣Tripled profit for a contracting business by restructuring costs and improving margins
➣Took a debt-heavy eCom brand from cash-negative to profitable in 90 days through strategic cleanup and refi
➣Cut a 60-day close cycle to 20 days for a landscape supply firm using dashboarding and streamlined processes
➣Supported a SaaS founder through M&A prep and financial modeling that led to a significantly higher exit
➣Helped a B2B eCom brand reduce inventory lag from 200 days to 45, freeing up cash
➣Built a custom AR tracking system for a heavy equipment firm, regaining control of overdue payments

𝗡𝗼𝘁 𝘀𝘂𝗿𝗲 𝘄𝗵𝗲𝗿𝗲 𝘁𝗼 𝘀𝘁𝗮𝗿𝘁?
Book a call and we'll do a Financial Assessment on your business! It’s a FREE, fast, founder-friendly way to see what’s working, what’s not, and what to do next.


Bison CFO

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Bison CFO

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