Services

Company

About us

Get started on the right path.

Get started on the right path.

Fractional Experts for

your next inflection point

You may not know whether you need a bookkeeper, controller or CFO. And that's totally normal. Let's start with the biggest priority and work from there.

You may not know whether you need a bookkeeper, controller or CFO. And that's totally normal. Let's start with the biggest priority and work from there.

The "work" that makes everything work.

The "work" that makes everything work.

You may not think of these as services but things that simply need to get done. The things that make your business run. That's how we think about them too.

01

Bookkeeping & Month end close

Bookkeeping & Month end close

A bookkeeper needs to understand how money moves through the business before the books can close.

Transaction categorization
Bank and credit card reconciliations
Payroll entries
Monthly close support
AP and AR review
Loan and credit card activity
Fixed asset review
Financial statement preparation
Revenue and COGS review
Deferred revenue tracking
Expense review and cleanup
Accruals and prepaid expenses
Transaction categorization
Bank and credit card reconciliations
Payroll entries
Monthly close support
AP and AR review
Loan and credit card activity
Fixed asset review
Financial statement preparation
Revenue and COGS review
Deferred revenue tracking
Expense review and cleanup
Accruals and prepaid expenses

02

Catch-Up and Cleanup

Catch-Up and Cleanup

Cleanup starts with knowing what is missing, what is wrong, and what needs to be fixed.

Months to years of catch-up
Chart of accounts cleanup
Duplicate transaction review
Payroll entry cleanup
AP and AR cleanup
Loan and liability review
Prior period reporting fixes
Accounting policy support
Lender prep
Diligence work
Historical bank and credit card reconciliations
Months to years of catch-up
Chart of accounts cleanup
Duplicate transaction review
Payroll entry cleanup
AP and AR cleanup
Loan and liability review
Prior period reporting fixes
Accounting policy support
Lender prep
Diligence work
Historical bank and credit card reconciliations

03

Controllership

Controllership

A controller oversees and optimizes the entire accounting process.

Month end close oversight
Chart of accounts restructuring
Financial statement review
Balance sheet review
AP and AR oversight
Margin and profitability reporting
Quality control
Multi-entity reporting
Close optimization
Internal reporting processes
Accounting policy support
Month end close oversight
Chart of accounts restructuring
Financial statement review
Balance sheet review
AP and AR oversight
Margin and profitability reporting
Quality control
Multi-entity reporting
Close optimization
Internal reporting processes
Accounting policy support

04

CFO and Strategic Finance

CFO and Strategic Finance

A CFO needs the right data to produce accurate forecasts, help manage cash and make strategic decisions.

Margin and profitability reporting
Debt support
Forecasting and budgeting
13-week cash flow models
Profitability analysis
Cash flow planning
Strategic advisory
KPI dashboards
Pricing and margin analysis
Hiring and headcount planning
Scenario planning
Lender reporting
Investor reporting
Fundraising preparation
Margin and profitability reporting
Debt support
Forecasting and budgeting
13-week cash flow models
Profitability analysis
Cash flow planning
Strategic advisory
KPI dashboards
Pricing and margin analysis
Hiring and headcount planning
Scenario planning
Lender reporting
Investor reporting
Fundraising preparation

05

Accounts Payable

Accounts Payable

AP is more than paying bills. It is knowing what is owed, what is approved, and what needs to be paid next.

Bill payment scheduling
Invoice intake
Approval workflows
Vendor records
AP aging reports
Platform implementation
Expense classification
Payment documentation
Bill coding
Cash planning around upcoming bills
Bill payment scheduling
Invoice intake
Approval workflows
Vendor records
AP aging reports
Platform implementation
Expense classification
Payment documentation
Bill coding
Cash planning around upcoming bills

06

Accounts Receivable

Accounts Receivable

AR connects revenue to cash by making sure invoices go out, payments are tracked, and collections occur.

Invoice creation
Payment tracking
AR aging reports
Collections
Payment application
Deposit matching
Receipt tracking
Customer statement support
AR cleanup
Invoice creation
Payment tracking
AR aging reports
Collections
Payment application
Deposit matching
Receipt tracking
Customer statement support
AR cleanup

07

HR & People

HR & People

HR is building the onboarding, offboarding, handbooks, policies, records, and procedures that protect you.

Employee handbooks
Onboarding workflows
HR audits
Offboarding workflows
Employee file organization
Offer letters
Policy documentation
Compliance checklists
Benefits administration support
Payroll coordination
Contractor classification support
Performance processes
Manager guidance
Employee records and documentation
Employee handbooks
Onboarding workflows
HR audits
Offboarding workflows
Employee file organization
Offer letters
Policy documentation
Compliance checklists
Benefits administration support
Payroll coordination
Contractor classification support
Performance processes
Manager guidance
Employee records and documentation

08

Tax preparation & Filing

Tax preparation & Filing

Tax prep starts with clean records, organized documents, and support to file at the federal, state, and local level.

Year-end planning
Estimated tax planning
R&D Credit
Entity optimization
Owner compensation planning
Contractor classification review
Deduction review
Sales tax coordination
Multi state tax considerations
State and federal filing
1099 preparation
Year-end planning
Estimated tax planning
R&D Credit
Entity optimization
Owner compensation planning
Contractor classification review
Deduction review
Sales tax coordination
Multi state tax considerations
State and federal filing
1099 preparation

09

Compliance Support

Compliance Support

Compliance support means knowing what is due, what was missed, and what needs a response.

Business registrations
Annual report filings
Notice review
Compliance deadline tracking
Payroll tax coordination
State filing follow up
Entity status cleanup
Documentation gathering
Response coordination
Business registrations
Annual report filings
Notice review
Compliance deadline tracking
Payroll tax coordination
State filing follow up
Entity status cleanup
Documentation gathering
Response coordination

Industries we support

Built around how your business actually runs.

A restaurant does not run like an ecommerce brand. A franchise uses different tools than an agency. We match for industry fit, systems, and overall operating rhythm -- not just service category.

Ecommerce & CPG

Expertise includes: managing multiple sales channels, inventory, COGS, marketplace fees, chargebacks, and margin by SKU.

Ecommerce & CPG

Expertise includes: managing multiple sales channels, inventory, COGS, marketplace fees, chargebacks, and margin by SKU.

Restaurants & local shops

Expertise: balancing food costs, labor, payroll, vendors, rent, tips, inventory, and daily sales activity.

Restaurants & local shops

Expertise: balancing food costs, labor, payroll, vendors, rent, tips, inventory, and daily sales activity.

Fund Administration

Expertise: funds, SPVs, family offices, and investment firms capital activity, investor reporting, and compliance timelines.

Fund Administration

Expertise: funds, SPVs, family offices, and investment firms capital activity, investor reporting, and compliance timelines.

Startups

Expertise: managing recurring revenue, deferred revenue, burn, runway, investor reporting, and KPI dashboards.

Startups

Expertise: managing recurring revenue, deferred revenue, burn, runway, investor reporting, and KPI dashboards.

Real Estate

Expertise: managing properties, leases, vendors, repairs, rent collections, entities, and project-level expenses.

Real Estate

Expertise: managing properties, leases, vendors, repairs, rent collections, entities, and project-level expenses.

Healthcare & Wellness

Expertise: managing billing, payroll, providers, compliance needs, patient payments, and multi-location operations.

Healthcare & Wellness

Expertise: managing billing, payroll, providers, compliance needs, patient payments, and multi-location operations.

Retail & Local Services

Expertise: managing high transaction volume, staff, inventory, scheduling, and day-to-day complexity.

Retail & Local Services

Expertise: managing high transaction volume, staff, inventory, scheduling, and day-to-day complexity.

Agencies & Professional Services

Expertise: profitability based on people, time, pricing, utilization, retainers, and client-level performance.

Agencies & Professional Services

Expertise: profitability based on people, time, pricing, utilization, retainers, and client-level performance.

Nonprofits

Expertise: grants, donations, programs, restricted funds, payroll, compliance, and reporting.

Nonprofits

Expertise: grants, donations, programs, restricted funds, payroll, compliance, and reporting.

Which owner are you right now?

Everyone is dealing with something. Different versions of the same question.

  • The one growing so fast you can't keep up.

  • The one who's not sure where to look next.

  • The one who needs help with processes.

  • The one planning for the future.

  • The one who always feels like they're chasing something.

  • The one growingso fast you can't keep up.

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

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

HR questions piling up?

HR questions piling up?

Is cash tight?

Is cash tight?

Not sure you trust your accountant?

Not sure you trust your accountant?

Are you behind on your books?

Are you behind on your books?

How to get started

The outcome is a clear game plan, not a generic package.

You may not know the answer, and that’s okay. Tell us what’s happening in the business today -- we’ll ask the right questions, understand what you actually need, and turn it into a clear gameplan tailored to you.

1

Start with a free consultation.

Answer short discovery quiz to share more about your business, priorities, deadlines, and where support is most needed.

2

We turn it into a clear game plan.

We map the areas identified, the urgency, and the type of expert who fits.

3

Match with the right fit.

Our proprietary matchmaker looks beyond resumes and job titles to identify the expert best equipped for your business and your needs.

From to-do list to done.

From building budgets and dashboards to data cleanup and SOPs and everything in between.

Cost cutting

Margin analysis

KPI Dashboards

Budget vs Actuals

Job Costing

Board Meetings

Automation planning

Pricing & profitability

Inventory & COGS

Automation planning

Vendor comparison

Quality of Earnings

HRIS Setup

POS / CRM Implementation

Inventory System Cleanup

Are you ready for the right expert?

Are you ready for the right expert?

Are you ready for the right expert?

Accounting

for what's next.

© 2026 FlowFi. All rights reserved.

Accounting

for what's next.

© 2026 FlowFi. All rights reserved.

Accounting

for what's next.

© 2026 FlowFi. All rights reserved.