CFO Expert
Accounting Expert
CFO Expert
Solve Your Biggest
Business Challenges
and Unlock Growth
With direct access to the top 2% of finance talent
Access top
finance talent
Connect with world-class accounting, CFO, and tax experts who understand your unique business needs.
Get personalized,
human guidance
Your expert provides tailored insights and hands-on support, helping you navigate complex financial challenges.
Save time
and money
Offload time-consuming financial tasks to your expert so you can focus on scaling your company.
The best in finance.
A personalized approach to your
biggest financial challenges.
The best in finance.
A personalized approach to your biggest financial challenges.
Top Expert
Katelin
Greenville, NC
Accounting Expert
Top Expert
Katelin
Greenville, NC
Accounting Expert
Top Expert
Katelin
Greenville, NC
Accounting Expert
Top Expert
Katelin
Greenville, NC
Accounting Expert
Top Expert
Alec
Merrick, NY
Accounting Expert
Top Expert
Alec
Merrick, NY
Accounting Expert
Top Expert
Alec
Merrick, NY
Accounting Expert
Top Expert
Alec
Merrick, NY
Accounting Expert
Amal
Carteret, NJ
Accounting Expert
Amal
Carteret, NJ
Accounting Expert
Amal
Carteret, NJ
Accounting Expert
Amal
Carteret, NJ
Accounting Expert
Melissa
Freeport, FL
Accounting Expert
Melissa
Freeport, FL
Accounting Expert
Melissa
Freeport, FL
Accounting Expert
Melissa
Freeport, FL
Accounting Expert
Elle
La Crescenta, CA
Accounting Expert
Elle
La Crescenta, CA
Accounting Expert
Elle
La Crescenta, CA
Accounting Expert
Elle
La Crescenta, CA
Accounting Expert
Alexandria
Hartsdale, NY
CFO Expert
Alexandria
Hartsdale, NY
CFO Expert
Alexandria
Hartsdale, NY
CFO Expert
Alexandria
Hartsdale, NY
CFO Expert
Tyler
Boise, ID
Accounting Expert
Tyler
Boise, ID
Accounting Expert
Tyler
Boise, ID
Accounting Expert
Tyler
Boise, ID
Accounting Expert
Top Expert
Jang
Los Angeles, CA
CFO Expert
Top Expert
Jang
Los Angeles, CA
CFO Expert
Top Expert
Jang
Los Angeles, CA
CFO Expert
Top Expert
Jang
Los Angeles, CA
CFO Expert
Jonathan
Los Angeles, CA
CFO Expert
Jonathan
Los Angeles, CA
CFO Expert
Jonathan
Los Angeles, CA
CFO Expert
Jonathan
Los Angeles, CA
CFO Expert
Brian
New York, NY
CFO Expert
Brian
New York, NY
CFO Expert
Brian
New York, NY
CFO Expert
Brian
New York, NY
CFO Expert
how it works
Matching with an Expert
FlowFi connects you with a vetted professional who understands your business, offering strategic guidance and hands-on support to help you build with confidence.
Join our elite group of FlowFi Experts in less than one week. We accept just 2% of all applicants.
Understand Your
Business Needs
01
Share insights about your business, including industry, goals, and current financial challenges. This helps us tailor our recommendations and ensure you’re matched with the right expertise.
Get Matched with
Expert-Powered Insights
02
Based on your needs, we’ll pair you with a vetted financial expert who understands your business inside and out—whether you need support in Accounting, Tax, CFO, or something else.
Based on your unique needs, we’ll pair you with a vetted financial expert who understands your business inside and out—whether you need support in Accounting, Tax, CFO, or more.
Receive Personalized,
Human Advice
03
Your expert dives deep into your financials, providing clear, actionable insights and strategies to help you solve problems, seize opportunities, and grow sustainably.
Build a Long-Term Partnership
04
Stay connected with your expert as they work alongside you to ensure ongoing financial health—from proactive planning to resolving new challenges in real time.
Grow Your Business
05
With FlowFi’s expert guidance, you can shift your focus back to running and growing your business, knowing your financials are in steady hands.
Working with FlowFi has been a breath of fresh air. In a world full of bookkeeping and accounting firms, their customer service truly stands out. They’re efficient, easy to talk to, and — most importantly — trustworthy. They paired me with the perfect expert who really gets my needs and makes running my business as a solo entrepreneur a breeze.
Vikki Krinsky
VK Energy
FlowFi 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 hiring and training a quality assurance team.
George Vallone
Nuveldy's
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
Lusso Cloud
THANK YOU! We are DONE, so hopefully nothing else with the audit. Our books are finally right after more than 2 years thanks to FlowFi. 🎉
Abby Butkus
Arro
Hassan and the FlowFi team have done everything we’ve asked of them. I know they have our backs.
Toby Meisenheimer
Trucolour
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
Mentra
Working with FlowFi has been a breath of fresh air. In a world full of bookkeeping and accounting firms, their customer service truly stands out. They’re efficient, easy to talk to, and — most importantly — trustworthy. They paired me with the perfect expert who really gets my needs and makes running my business as a solo entrepreneur a breeze.
Vikki Krinsky
VK Energy
FlowFi 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 hiring and training a quality assurance team.
George Vallone
Nuveldy's
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
Lusso Cloud
THANK YOU! We are DONE, so hopefully nothing else with the audit. Our books are finally right after more than 2 years thanks to FlowFi. 🎉
Abby Butkus
Arro
Hassan and the FlowFi team have done everything we’ve asked of them. I know they have our backs.
Toby Meisenheimer
Trucolour
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
Mentra
Working with FlowFi has been a breath of fresh air. In a world full of bookkeeping and accounting firms, their customer service truly stands out. They’re efficient, easy to talk to, and — most importantly — trustworthy. They paired me with the perfect expert who really gets my needs and makes running my business as a solo entrepreneur a breeze.
Vikki Krinsky
VK Energy
FlowFi 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 hiring and training a quality assurance team.
George Vallone
Nuveldy's
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
Lusso Cloud
THANK YOU! We are DONE, so hopefully nothing else with the audit. Our books are finally right after more than 2 years thanks to FlowFi. 🎉
Abby Butkus
Arro
Hassan and the FlowFi team have done everything we’ve asked of them. I know they have our backs.
Toby Meisenheimer
Trucolour
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
Mentra
Working with FlowFi has been a breath of fresh air. In a world full of bookkeeping and accounting firms, their customer service truly stands out. They’re efficient, easy to talk to, and — most importantly — trustworthy. They paired me with the perfect expert who really gets my needs and makes running my business as a solo entrepreneur a breeze.
Vikki Krinsky
VK Energy
FlowFi 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 hiring and training a quality assurance team.
George Vallone
Nuveldy's
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
Lusso Cloud
THANK YOU! We are DONE, so hopefully nothing else with the audit. Our books are finally right after more than 2 years thanks to FlowFi. 🎉
Abby Butkus
Arro
Hassan and the FlowFi team have done everything we’ve asked of them. I know they have our backs.
Toby Meisenheimer
Trucolour
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
Mentra
Find the perfect FlowFi
Expert for your business
FAQ
Why should I trust FlowFi’s experts with my finances?
Why should I trust FlowFi’s experts with my finances?
Why should I trust FlowFi’s experts with my finances?
Why should I trust FlowFi’s experts with my finances?
How do you help with messy financial records?
How do you help with messy financial records?
How do you help with messy financial records?
How do you help with messy financial records?
What does the onboarding process look like?
What does the onboarding process look like?
What does the onboarding process look like?
What does the onboarding process look like?
How do I know what work is being done?
How do I know what work is being done?
How do I know what work is being done?
How do I know what work is being done?
Can FlowFi handle all my financial needs?
Can FlowFi handle all my financial needs?
Can FlowFi handle all my financial needs?
Can FlowFi handle all my financial needs?
I don’t have financial expertise myself—how will I keep up?
I don’t have financial expertise myself—how will I keep up?
I don’t have financial expertise myself—how will I keep up?
I don’t have financial expertise myself—how will I keep up?
useful links
FlowFi Inc.
We💙 LA
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 © Flow Finance Inc.
useful links
FlowFi Inc.
We💙 LA
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 © Flow Finance Inc.
useful links
FlowFi Inc.
We💙 LA
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 © Flow Finance Inc.
useful links
FlowFi Inc.
We💙 LA
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 © Flow Finance Inc.