Services – OpsFlow Finance

Services

Four ways to bring CFO-grade thinking into your business.

Every engagement is scoped to what your business actually needs — not what’s easiest for the practice to deliver.

01 · Fractional CFO

Ongoing financial leadership

For owners who need a steady financial hand — someone who shows up monthly, knows the business, and gives decision-grade analysis between board meetings and lender check-ins.

What's included:

Monthly close review and KPI reporting
13-week cash flow forecasting and working capital management
Lender, investor, and board communications
Annual budget and quarterly reforecast
Direct line to the founder for material decisions

Fit signal: businesses doing $5M–$30M with a controller or strong bookkeeper in place, where the owner is making CFO-level decisions without CFO-level information.

02 · Exit Readiness

Audit before you go to market.

The 79-item diligence audit PE buyers actually run, applied to your business 12–24 months before you list. The goal: fix what's broken before a buyer finds it — and walk into diligence with the math already done.

What's included:

Quality of earnings analysis and add-back justification
Trailing 12 / trailing 36 financial reconstruction
Customer concentration, contract quality, and revenue durability review
Process, systems, and key-person risk scorecard
Final deliverable: a buyer-ready data room foundation

Fit signal: owners 1–3 years from a planned exit who want the diligence work done quietly, not under deal pressure.

03 · Project CFO

Defined engagements with a deliverable.

Specific, time-boxed, fixed-fee work for businesses that need a CFO-level outcome on a CFO-level timeline. Lending close, ERP selection, acquisition diligence, financial model build — one mountain at a time.

Common engagements:

Lending package: bank-ready financials, covenants modeled, term-sheet review
ERP selection: requirements, vendor scoring, implementation oversight
Acquisition diligence: target review, integration plan, working capital peg
Financial model build: 3-statement, scenario-driven, bank or board-ready
KPI dashboard build with SOPs and handoff to your team

Fit signal: a known mountain to climb, a hard deadline, and a need for someone who's done it before.

04 · Cohort Program

For owners learning the language.

A ten-week peer cohort for owners who want to read their financials like a CFO would. Ten owners per cohort, one per industry — structured curriculum, real homework against your actual financials, peer review and live Q&A.

Curriculum covers:

Working capital, cash conversion, and the 13-week forecast
The 21 KPIs every $5M–$50M owner should know cold
Reading the balance sheet for what it really says
Decision frameworks for capital, hiring, and pricing
Exit readiness orientation: what buyers actually look for

Fit signal: owners who want CFO-grade thinking in their own head, not just at engagement-rate hourly billing. Best for $3M–$15M owners not yet ready for a fractional engagement.