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
Deepica
Live Tinted

Deepica
Live Tinted
Deepica
Live Tinted

Deepica
Live Tinted
Deepica
Live Tinted

Ari
A-Frame Brands
Ari
A-Frame Brands

Ari
A-Frame Brands
Ari
A-Frame Brands

Vikki
VK Energy
Vikki
VK Energy

Vikki
VK Energy
Vikki
VK Energy

Vikki
VK Energy
Vikki
VK Energy

Gabby
Vin Shop
Gabby
Vin Shop

Gabby
Vin Shop
Gabby
Vin Shop

Anne Marie
The Envoy
Anne Marie
The Envoy

Anne Marie
The Envoy
Anne Marie
The Envoy

Anne Marie
The Envoy
Anne Marie
The Envoy

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

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

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

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

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!

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!

Toby Meisenheimer
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!

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!

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!

Conner Reinhardt
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!

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!

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!

Doug Richter
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

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

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

Luke Pelullo
FlowFi is, on it’s 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.

Chat Joglekar
FlowFi is, on it’s 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.

Chat Joglekar
FlowFi is, on it’s 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.

Chat Joglekar



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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
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
© 2025 FlowFi. All rights reserved.
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
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
© 2025 FlowFi. All rights reserved.
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
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
© 2025 FlowFi. All rights reserved.


















