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.

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

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

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

02

Catch-Up and Cleanup

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

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

03

Controllership

A controller oversees and optimizes the entire accounting process.

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

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.