Accurate books — better decisions

Everything that

FlowFi covers.

Everything that

FlowFi covers.

A complete view of what we do across finance, tax, HR, and ops.

"Working with this team has completely changed how we manage our finances. "

Chief Strategist

Marvin McKinney

"Working with this team has completely changed how we manage our finances. "

Chief Strategist

Marvin McKinney

1,000+ customers and counting

Every business eventually reaches a point where the numbers matter more than they used to.

At first, it may be enough to know what is in the bank. But then payroll gets bigger. Sales channels multiply. Inventory gets harder to track. Tax deadlines get closer. Investors, lenders, buyers, or partners start asking better questions.

A second location opens. A new hire changes the burn rate. A messy chart of accounts starts hiding the truth. The business grows, but the support system does not grow with it.

That is when owners start feeling the gap.

Not enough visibility. Not enough time. Not enough expertise.

Not enough confidence in the numbers.

Local Operators

Restaurants

Retailers

Salons

Gyms

Studios

Wellness businesses

Home services

and the businesses that keep neighborhoods moving.

Startups & Private Equity

Bootstrapped companies

SaaS businesses

Venture-backed startups

and founder-led teams scaling faster than their back office.

Ecommerce & Consumer Brands

Subscription brands

Amazon sellers

Apparel brands

Shopify brands

CPG companies

and inventory-based businesses managing channels, margins, and cash timing.

Agencies & Professional Services

Marketing agencies

Creative studios

Consultants

Law firms

Accounting firms

Fractional firms

and expert-led businesses selling time, talent, and trust.

Multi-Location & Franchise Operators

Franchises

Restaurant groups

Retail groups

Multi-entity businesses

and operators trying to make growth repeatable across locations.

Real Estate, Construction & Project-Based Businesses

Real estate operators

Developers

Trades

Property managers

Contractors

and businesses where project costs, entities, and cash timing matter.

M&A, Financing & Transaction Readiness

Companies preparing for financing

Fundraising

Acquisitions

Sales

Diligence

Expansion

Tax deadlines

or major operational transitions.

The back office gets complicated before most businesses are ready.

The back office gets complicated before most businesses are ready.

Real-world examples to weave in as small cards:

The restaurant owner

Sales are up, but labor and food costs are moving faster than expected. The owner needs to know which location is actually profitable before opening another.

The restaurant owner

Sales are up, but labor and food costs are moving faster than expected. The owner needs to know which location is actually profitable before opening another.

The e-commerce founder

Revenue looks strong, but cash is tight. Inventory, ad spend, merchant fees, refunds, and fulfillment costs are hiding the real margin.

The e-commerce founder

Revenue looks strong, but cash is tight. Inventory, ad spend, merchant fees, refunds, and fulfillment costs are hiding the real margin.

The agency owner

The team is busy and revenue is growing, but profit is not. Client work, contractors, payroll, and scope creep are making it hard to see which accounts are worth keeping.

The agency owner

The team is busy and revenue is growing, but profit is not. Client work, contractors, payroll, and scope creep are making it hard to see which accounts are worth keeping.

The startup founder

The company is preparing for a fundraise, but the books were never set up for runway, burn, investor reporting, or board-level questions.

The startup founder

The company is preparing for a fundraise, but the books were never set up for runway, burn, investor reporting, or board-level questions.

The franchise operator

More locations means more complexity. Each unit needs consistent reporting, clean payroll, location-level visibility, and a model that can actually be repeated.

The franchise operator

More locations means more complexity. Each unit needs consistent reporting, clean payroll, location-level visibility, and a model that can actually be repeated.

One network that

covers every function.

We match you with a vetted expert based on your industry, your stage, and the exact problem you're solving. They step in for as long as you need them.

One network that

covers every function.

We match you with a vetted expert based on your industry, your stage, and the exact problem you're solving. They step in for as long as you need them.

One network that

covers every function.

We match you with a vetted expert based on your industry, your stage, and the exact problem you're solving. They step in for as long as you need them.

Your complete

support system

Accounting, finance, tax, payroll, HR, compliance, and more.

Catch up bookkeeping services

Catch up bookkeeping services

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Accounting bookkeeping clean up services

Accounting bookkeeping clean up services

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Fp a services

Fp a services

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Payroll outsourcing services

Payroll outsourcing services

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Ecommerce bookkeeping services

Ecommerce bookkeeping services

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HR outsourcing services

HR outsourcing services

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Fractional cfo services

Fractional cfo services

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Accounts payable services

Accounts payable services

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Tax preparation outsourcing services

Tax preparation outsourcing services

View Service

FlowFi is built for your business

Accounting

for what's next.

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

HR & Ops

Payroll Setup & Administration

Benefits Administration

Hiring & Recruiting Strategy

Employee Onboarding

Employee Offboarding

HR Policies & Employee Handbooks

Performance Management

Compensation Strategy

Employee Relations

Multi-State Employment Compliance

Contractor Classification

Equity & Options Administration

People Operations Strategy

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

© 2026 FlowFi. All rights reserved.

Accounting

for what's next.

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

HR & Ops

Payroll Setup & Administration

Benefits Administration

Hiring & Recruiting Strategy

Employee Onboarding

Employee Offboarding

HR Policies & Employee Handbooks

Performance Management

Compensation Strategy

Employee Relations

Multi-State Employment Compliance

Contractor Classification

Equity & Options Administration

People Operations Strategy

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

© 2026 FlowFi. All rights reserved.

Accounting

for what's next.

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

HR & Ops

Payroll Setup & Administration

Benefits Administration

Hiring & Recruiting Strategy

Employee Onboarding

Employee Offboarding

HR Policies & Employee Handbooks

Performance Management

Compensation Strategy

Employee Relations

Multi-State Employment Compliance

Contractor Classification

Equity & Options Administration

People Operations Strategy

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

© 2026 FlowFi. All rights reserved.