Data Automation & Tax Structures for Growth-Focused Businesses.
CFO DataFlow combines automated data pipelines, intelligent trial balances, and tax-efficient entity structures into a single financial architecture for your business. Build a system that delivers clean data, clear insight, and better decisions.
Part of OPS Accounting — structured finance, automation, and tax planning built for real businesses.
Your data, tax structures, and decisions should all flow through one coherent system. CFO DataFlow unifies automation, entity design, and advisory into a single, engineered financial backbone.
From raw bank feeds to CFO-level insights, each layer of the stack is designed to be clean, auditable, and scalable.
CFO DataFlow is ideal for owners who care about structure, automation, and long-term scalability — not just getting the return filed.
Holding companies, real estate groups, and multi-LLC structures needing clarity around flows, allocations, and tax outcomes.
S-Corps, consultants, and agencies who have outgrown basic bookkeeping and want CFO-level systems without a full-time CFO.
Brands and software companies with multi-platform data, SKU / MRR/ARR visibility needs, and complex tax considerations.
High-income owners and families where entity choice, flow-through rules, and cross-border issues matter — a lot.
We don’t drop in tools and disappear. We design, build, and refine a financial system that fits your business and evolves with it.
We uncover your current systems, entities, and pain points, and define the outcomes that matter most to you.
You receive a DataFlow + TaxFlow blueprint: pipelines, entity design, and the structure of your future system.
We implement automations, dashboards, trial balance systems, and tax structures in phases with clear milestones.
Ongoing adjustments, advisory sessions, and enhancements keep your system aligned with how your business actually operates.
If you’re ready to move beyond spreadsheets, scattered entities, and transactional tax prep, let’s talk about your DataFlow.
