Financial leadership is not the same as
financial reporting.
We are a fractional CFO practice that helps owners and investors understand where they are, define where they want to go, and build the financial systems to get there.
Owners, partners and investors, typically $2M–$15M in revenue.
Predictability, structure, confidence, and freedom.
A 30-minute call. No prep required.
Your business isn't short on financial data. It's short on financial direction.
Sales are growing, but cash still feels unpredictable.
You're still too involved in the numbers.
You get reports that explain the past, but they don't help you decide the future.
Financial processes never kept pace with growth.
You might exit one day, but the financial foundation isn't ready.
You have a bookkeeper and an accountant. You don't have a financial leader.
The questions that actually keep you up
- Can we afford the next hire?
- Where is the margin actually disappearing?
- What happens if revenue drops 15%?
- Are we ready for a buyer to look under the hood?
- Which parts of the business are actually profitable?
- What does the next 12 months look like?
Accounting is necessary, but it isn't financial leadership.
What happened?
Transactions recorded, books closed, statements delivered. Accurate, historical, necessary. This is where most finance functions stop.
Why did it happen, and what should we do next?
Models, forecasts, KPIs and scenarios that turn the same numbers into decisions about pricing, hiring, margin and capital.
Owners and investors who are passionate about their businesses.
Typical fit: US companies between $2M and $15M in annual revenue, past the point where basic bookkeeping is enough. Services businesses are our deepest experience, but the fit is defined by how an owner thinks, not by industry.
Book a CFO Strategy CallYou built this business wearing every hat. Growth means you can't wear them all anymore.
Your bookkeeper and accountant are no longer enough, but you don't have a CFO.
You're looking for someone who can deliver real business insight, so your next move is the right one.
You're PE-backed, PE-curious, or preparing for a transaction, and you need someone who's been on both sides.
CFO work, in three phases.
Diagnose
An honest read of how your business actually runs financially.
We find the weaknesses: operational leaks, unreliable information, cash-flow timing, process gaps and the opportunities hiding inside them. Direct, no sugarcoating.
Build
The financial systems a real business needs.
Controls, models, KPIs, management reporting, cash forecasting and dashboards. This is where you move from "we have numbers" to "we have a financial system."
Partner
Ongoing CFO leadership.
Monthly reviews, scenario modeling, pricing analysis and decision support. An extension of your leadership team, not an outsourced vendor.
Strategy only works on a foundation that holds.
We can also run the financial back office: accounts payable, accounts receivable, bookkeeping, the monthly close and reporting. Not as outsourced data entry, but as a professionalized function that produces information you can actually decide on.
Accounts payable & receivable
Controlled, scheduled, predictable.
Bookkeeping & close
On a calendar, not on your calendar.
Management reporting
Numbers a decision can be made from.
Less owner involvement
Lower overhead, professional continuity.
Built from both sides of the table.
Twenty years across finance, investing, operations, and entrepreneurship.
GFlow was built from experience evaluating businesses, operating, and helping them grow. That perspective started in institutional finance and private equity, with work spanning investment analysis, treasury, forecasting, and capital allocation, and later moved directly into operating businesses where financial decisions had to translate into real-world execution.
Over time, that experience expanded across startups, manufacturing, construction, healthcare, professional services, and sports-related organizations. Different industries, but many of the same challenges: managing cash through growth, understanding margins, building financial discipline, making better investment decisions, and creating systems that can keep up as the business becomes more complex.
Today, GFlow brings those perspectives together to help owners and management teams understand what is happening in the business, anticipate what is coming next, and make stronger decisions around growth, capital, profitability, and execution.
- Private equity
- Investment analysis
- Treasury & forecasting
- Capital allocation
- Founder
- Operations
- Financial discipline
- Growth & execution
GFlow combines both. Most CFOs haven't operated, and most operators don't have PE experience.
"Regardless of what sector you operate in, at the end of the day, you are operating a business. Your chances for success increase when you treat it like such."
Skin in
the game.
By the end of Phase 2, we will have identified cost savings or revenue opportunities material enough to justify our fees, or we keep working until we do, at no extra charge.
We don't expect you to pay for financial advice that can't produce meaningful financial value. It's a straightforward position: our economics should stand behind the quality of our work.
Book a CFO Strategy CallReady to know what your numbers are actually telling you?
A 30-minute conversation. No prep required. If we're not the right fit, we'll tell you.
Book a CFO Strategy Call