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Est. 2026 · New Orleans · Atlanta

CFO-grade finance for owners building real businesses.

A fractional CFO practice for multi-entity manufacturers, contractors, and founder-led trades businesses doing $5M–$50M in revenue.
Twenty-five years of senior finance leadership. Engagement-grade thinking on KPIs, working capital, ERP selection, lending, and exit readiness — drawn from real seats in real businesses.
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Experience

Interim CFO at a $200M industrial manufacturer.

Depth

PE diligence, $50M lending close, ERP across six platforms.

Focus

Founder-led businesses in trades, manufacturing, and construction.

What We Do

The CFO seat, without the headcount.

OpsFlow Finance plugs CFO-level finance into businesses that need the thinking but aren’t ready to hire it full time. Owners get the same diligence, working-capital discipline, and decision-grade analysis that a $250K full-time CFO would bring — sized to the business, scoped to the engagement.

01 · Fractional CFO

Ongoing financial leadership

Monthly retainer engagements for owners who need a steady financial hand. Cadenced reporting, KPI dashboards, lender and board prep.

  • Monthly close review and KPI reporting
  • Cash flow and working capital management
  • Lender, investor, and board communications

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. Fix what's broken before a buyer finds it.

  • Quality of earnings and add-back analysis
  • Add-back justification and trailing financials
  • Process and systems readiness scorecard

03 · Project CFO

Defined engagements with a deliverable

Lending close, ERP selection, acquisition diligence, financial model build. Scoped, time-boxed, fixed-fee.

  • Lending package and bank-ready financials
  • ERP scoping, selection, and implementation oversight
  • Acquisition diligence and integration support

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.

  • Working capital, KPIs, and cash conversion
  • Reading the balance sheet for what it really says
  • Decision frameworks for capital, hiring, and pricing

From the Practice

We publish what we work on.

Every month, the practice ships a piece of writing called The Trades CFO Letter — a long-form briefing on something we’re actively working through with a client. KPIs, working capital, ERP migration mistakes, what PE buyers are pricing in 2026. If you want to know how we think before you call us, read three issues.

A Monthly Dispatch

CFO-grade thinking for owners who haven't hired one.

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