#BuckTheTrend
Your systems connected. Your numbers watched.
Buckhorn CFO Advisory Services works alongside owner-operated businesses on their numbers every week — CFO advisory, QuickBooks, payables, cashflow and reporting. We do the legwork with Buckhorn AI on your own systems, so you get the answers without learning new software.
Your back office, across every system you run: books, inventory, payables, receivables, payroll and email.
Businesses Buckhorn has advised
What we do
Advisory, books and systems — managed with you
CFO advisory and business management
A CFO who works alongside you every week, not once a quarter. We dig into your numbers, build the plan with you, and stay with it.
- Budgeting and forecasting
- Cashflow management and planning
- Strategic planning
- Bank funding and lender support
- Business transitions and succession planning
Buckhorn AI, managed for you
We connect your systems — inventory, point of sale, books, CRM, email — tie them together so you can ask your business anything in plain English, and manage the connections with you.
- Connections built for your systems
- One question across every system
- Monitored, reconciled and fixed with you
- Nothing written without your approval
QuickBooks setup, clean-up and management
QuickBooks Online or Desktop: we organize what is there, work through the integrations that cause trouble, and keep it current week to week.
- Clean-up and reorganization
- Ongoing bookkeeping support
- Integration problems worked through
- Payroll processing
Reporting and planning
Reports built from your own systems, in a shape that makes sense to the people running the business.
- Weekly cashflow updates
- Reports by department, location, job or inventory
- Monthly business status update
- Custom dashboards
Advisory, powered by Buckhorn AI
We use the AI. You get the answers.
Buckhorn’s advisors work in your systems with Buckhorn AI, the software we build. You never need to sign in to anything.
Your systems, tied together by us
Books, inventory, point of sale, payroll and email, connected so we can ask one question across all of them instead of exporting reports from each.
Weekly, not quarterly
Because the legwork is done with AI, we look at your numbers every week — payables, receivables, cashflow, stock — and bring you what needs a decision.
Nothing new for you to learn
No login, no new software, no training. You talk to us; we work in your systems. Nothing is changed in them without your say-so.
Three ways to work with Buckhorn
Have us run it, use it yourself, or both
Some clients have us do the work, some want their own team asking Buckhorn AI, and some do both. Pick what fits; you can change later.
Buckhorn Advisory
We run it for you
Buckhorn’s advisors work on your systems with Buckhorn AI every week — books, payables, receivables, cashflow and reporting. You get the work done and the answers, with nothing new to learn and no login to manage.
- CFO advisory and business management
- QuickBooks and bookkeeping support
- Weekly cashflow updates and reporting
- Your systems watched, reconciled and flagged
Buckhorn AI + Advisory
Both, together
Your team asks Buckhorn AI day to day, and Buckhorn’s advisors work alongside them on the numbers every week — in the same workspace, on the same systems.
- Your people and ours, working from the same answers
- Questions answered day to day, advice every week
- One team to call when something doesn’t tie out
Buckhorn AI
Your team uses it
We build the connections to your systems and set up your workspace. Your people ask across the whole business from a desk or a phone, and approve anything before it changes.
- Connections built for your systems
- Your own workspace and sign-in
- Approval before anything is written or sent
- Managed with you as your systems change
About Buckhorn
Not a once-a-quarter adviser
Many businesses have the staff and the systems they need, but nobody whose job is to make sure the information coming out of them is current, tied together and laid out in a way that points the business somewhere. That is the gap Buckhorn fills.
We diagnose a business through its numbers, build a plan with the owner, and then stay with it — weekly reports, regular visits, support through lending and transitions, and now AI on your own systems that we set up and manage with you.
Our method
Evaluate, plan, act, report — and keep going
Evaluate
We start with what you already have: your accounting system, your reports and how the business runs today.
Diagnose and plan
We find the strengths and weak spots — cashflow, profitability, overhead, systems, organization — and agree a plan with you.
Act
We put the plan in place with you: new or better systems, trained staff, and course corrections as we go.
Report
Regular reports from your updated systems show where the business stands and how it is moving toward its goals.
Maintain and adjust
When a goal is met we set the next one. The work is constant, and so is our contact — every week, not every quarter.
How the managed service works, week to week
1. Monitor
We keep watch on your connections and your numbers as the weeks go by.
2. Reconcile
We compare what your systems say against each other and against the bank.
3. Flag
When something doesn’t tie out, you hear about it from us — with what we found.
4. Fix with you
We work through it with you and your team, and adjust the setup so it is less likely to happen again.
The experts
The people you work with
Founder · CFO/Controller
Trevor Arnold
The Business Execution Expert
Trevor had his first job at eight and has been working out how to make each one perform better ever since. He earned his bachelor’s and master’s degrees in accounting — the language of business — and built Buckhorn around a simple idea: owners make better decisions when their numbers are current and laid out so they make sense.
He focuses on cashflow, profitability, data analytics and prompt corrective action. Devoted to his clients, he earned his pilot’s license so he can get to them faster.
Partner · CFO/Controller
Trever Jones, MBA
Systems, reconciliation and reporting
Trever built his career in corporate accounting and has spent it on the systems behind a business’s numbers: accounting systems, software training, reconciliation and financial reporting across many industries.
General ledger, payroll, receivables, payables and the chart of accounts — he has set them up, trained people on them and kept them in order. Sub-par books? Trever bucks the trend.
Clients
What clients say about working with Buckhorn
I could not recommend Trevor and his team enough. His services have improved my clients financial visibility... and helped them negotiate expansion plans and or increase bonding capacity. All companies would benefit from his expertise.
Adam DossOwner, Absolute Pool Care Trevor has been a crucial asset to our business. He has shown great leadership strength and business abilities... Trevor has shown strength of moral character in diligence, honesty, hard-work, and concern for the success of those around him.
Zane GilletteCEO, Streamline Precision Working with Trevor has given us a more in-depth understanding of our business... He brings a very professional and experienced understanding to discuss business strategies and goals. Just in the short time in working with Buckhorn, we see more clearly where we have been, where we are and where we are going to go!
Mike ThurgoodCo-Owner, My Girlfriend’s Quilt Shoppe Trevor and his team do an amazing job. He’s not afraid to roll up his sleeves and dig into the details... I highly recommend Trevor if you are looking for an experienced CFO with a diverse background of expertise!
Brad AllenPartner, CPA, Davis Allen Trevor is an upstanding individual with a vast knowledge of accounting and financial practices. He is constantly searching for more efficient ways to enable business to be profitable... I’ve enjoyed getting to know Trevor and would recommend him to any business who want to grow and increase profit margins.
Scott MoultonCFO, Redox Chemicals, LLC
Work with Buckhorn
Book a call
Tell us about the business. We will reach out within one business day.
- Phone
- 1-208-401-6709
- Office hours
- Monday – Friday, 7 am – 5 pm MT
- Where
- Idaho, serving clients across the United States
Looking for QuickBooks help? See QuickBooks