Customer love

Clear processes, clean books, reliable partners. Happy customers.

Every business is unique. Read some highlights of how the right expert made all the difference.

Deepica

Live Tinted

Ari

A-Frame Brands

Vikki

VK Energy

Gabby

Vin Shop

Anne Marie

The Envoy

Working with Kaitlin has been a breath of fresh air. In a world full of legacy accounting firms, her customer service truly stands out. She’s efficient, easy to talk to, and—most importantly—trustworthy. Kaitlin was the perfect expert match, she really gets my needs and makes running my business a breeze.

Vikki Krinsky

Our experts transformed our financial management from a nightmare into the most dependable part of our business. This allowed me to step back with complete peace of mind and focus on providing value to our customers. Good accounting had a domino effect on us, and we were able to reinvest profits into growth.

George Vallone

Nalin was instrumental in our last fundraise and getting the company ready for the busy holiday season. Shoutout to FlowFi for being so thorough and always making it easy!

Chris Noyes

How Baton Increased Revenue 4x with FlowFi
View Case Study

Abby Wood

Our books are finally right after more than 2 years! We’ve never had this level of clarity and support.

Toby Meisenheimer

Hassan and the FlowFi team have done everything we’ve asked of them. I know they have our backs for any anything we need!

Conner Reinhardt

FlowFi has been amazing. They walked us through a simple setup and are really taking care of us. The platform is slick and the support is fantastic!

How Arro Increased Financial Accuracy & Decreased Closing Time with FlowFi
View Case Study

Doug Richter

I’d like to express my genuine gratitude towards Melissa for becoming an integral part of my team. It’s invigorating to see someone other than the bookkeepers actively participating in the groundwork and providing ongoing assistance. The process can be quite daunting, and my focus is to get it right every time. Before FlowFi, our finance department was a black box. Now, it’s an asset and a catalyst for how we’ll get to the next level!

Luke Pelullo

FlowFi didn’t just offer the usual generic solutions—they brought in experts who truly understood the intricacies of our industry. Their specialized knowledge and hands-on approach gave us the confidence to trust our numbers and scale our business with precision. They’ve become an essential part of our team

Chat Joglekar

FlowFi is, on its own, incredibly powerful. But having an accounting expert on top of their support is phenomenal. Our expert has decades of experience helping large corporations and startups grow, and has been invaluable in implementing strategies to boost our revenue that we wouldn’t have known about otherwise.

Accounting for what's next.

You wouldn't be here if things were already working. Talk to an Expert today to pinpoint problem areas and start building the right solution.

Services Offered

• Bookkeeping
• Accrual Basis
• Journal Entries
• Bank Reconciliations
• Complex Reconciliations
• Intercompany Transactions
• AP/AR Management
• Inventory Management
• Payroll Processing
• Fixed Asset Management
• Lease Accounting
• Month End Close
• Revenue Recognition
• ERP Implementation & Optimization
• FP&A / CFO
• Budgeting & Forecasting
• Strategic Planning
• Working Capital
• Treasury Management
• Expense Management
• KPI Development
• Cash Flow Analysis
• Pricing Strategy
• Competition Analysis
• Due Diligence
• Benchmarking
• Industry Analysis
• Market Research
• Capital Planning
• Debt & Equity Financing
• M&A Analysis
• Investor Reporting

Tax Services

• Federal/State Income Tax Returns (Form 1120)
• Partnership & LLC Returns (Form 1065)
• Sales & Use Tax Returns
• Payroll Tax Filings (Form 941, W-2, W-3)
• Withholding Tax Filings (1099)
• Property Tax Filings
• Excise Tax Returns
• International Tax Filings & Reporting
• R&D Credits
• Nexus Analysis
• Corporate Structures & Reorganizations

Advisory Services