Outsourced FP&A Services & Financial Analysis Consulting
Plan, Forecast and
Decide With
Confidence
Our outsourced FP&A services give founders and operators a clearer way to plan, forecast, and make confident decisions. With a modern approach to FP&A consulting and the support of a financial planning and analysis consultant, you gain structured insight, better visibility, and stronger financial control without needing to hire an in-house team. This page outlines how we support companies across FP&A, strategic planning, analysis, and advisory.
“This has been the best first week I’ve had with any vendor, ever!”

George
Co-Founder
“Amit solved two of my biggest problems I've been dealing with for months!”

Jenny
Founder
FlowFi is built for
your business


Outsourced FP&A Services & Financial Analysis Consulting
Plan, Forecast and
Decide With
Confidence
Our outsourced FP&A services give founders and operators a clearer way to plan, forecast, and make confident decisions. With a modern approach to FP&A consulting and the support of a financial planning and analysis consultant, you gain structured insight, better visibility, and stronger financial control without needing to hire an in-house team. This page outlines how we support companies across FP&A, strategic planning, analysis, and advisory.
“This has been the best first week I’ve had with any vendor, ever!”

George
Co-Founder
“Amit solved two of my biggest problems I've been dealing with for months!”

Jenny
Founder
FlowFi is built for
your business


Outsourced FP&A Services & Financial Analysis Consulting
Plan, Forecast and
Decide With
Confidence
Our outsourced FP&A services give founders and operators a clearer way to plan, forecast, and make confident decisions. With a modern approach to FP&A consulting and the support of a financial planning and analysis consultant, you gain structured insight, better visibility, and stronger financial control without needing to hire an in-house team. This page outlines how we support companies across FP&A, strategic planning, analysis, and advisory.
“This has been the best first week I’ve had with any vendor, ever!”

George
Co-Founder
“Amit solved two of my biggest problems I've been dealing with for months!”

Jenny
Founder
FlowFi is built for your business


Our financial planning and analysis services
Comprehensive FP&A Or Only What You're Missing
We provide full financial analysis services, or we can support you with only the areas you need from the list below.
These services form the recurring backbone of your planning, modelling, and reporting structure, helping you stay ahead of performance shifts and strategic decisions.
FP&A Consulting · Budgeting & Forecasting · Strategic Planning · Working Capital · Expense Management · KPI Development · Cash Flow Analysis · Pricing Strategy · Benchmarking · Capital Planning · Investor Reporting



Our financial planning and analysis services
Comprehensive FP&A Or Only What You're Missing
We provide full financial analysis services, or we can support you with only the areas you need from the list below.
These services form the recurring backbone of your planning, modelling, and reporting structure, helping you stay ahead of performance shifts and strategic decisions.
FP&A Consulting · Budgeting & Forecasting · Strategic Planning · Working Capital · Expense Management · KPI Development · Cash Flow Analysis · Pricing Strategy · Benchmarking · Capital Planning · Investor Reporting



Our financial planning and analysis services
Comprehensive FP&A Or Only What You're Missing
We provide full financial analysis services, or we can support you with only the areas you need from the list below.
These services form the recurring backbone of your planning, modelling, and reporting structure, helping you stay ahead of performance shifts and strategic decisions.
FP&A Consulting · Budgeting & Forecasting · Strategic Planning · Working Capital · Expense Management · KPI Development · Cash Flow Analysis · Pricing Strategy · Benchmarking · Capital Planning · Investor Reporting



Additional corporate financial planning services
Deeper Support for Major Financial Events
Some organisations require deeper support around major financial events or specialised transactions. These corporate-level services can be added when you need time-boxed expertise rather than ongoing FP&A support.
Due Diligence
Debt & Equity Financing
M&A Analysis
These services help companies facing investment rounds, acquisitions, integrations, strategic exits, or complex capital decisions. Where additional strategic modelling or scenario work is required, we can extend the scope to ensure the final output supports your board, investors, or leadership team.



Additional corporate financial planning services
Deeper Support for Major Financial Events
Some organisations require deeper support around major financial events or specialised transactions. These corporate-level services can be added when you need time-boxed expertise rather than ongoing FP&A support.
Due Diligence
Debt & Equity Financing
M&A Analysis
These services help companies facing investment rounds, acquisitions, integrations, strategic exits, or complex capital decisions. Where additional strategic modelling or scenario work is required, we can extend the scope to ensure the final output supports your board, investors, or leadership team.



Additional corporate financial planning services
Deeper Support for Major Financial Events
Some organisations require deeper support around major financial events or specialised transactions. These corporate-level services can be added when you need time-boxed expertise rather than ongoing FP&A support.
Due Diligence
Debt & Equity Financing
M&A Analysis
These services help companies facing investment rounds, acquisitions, integrations, strategic exits, or complex capital decisions. Where additional strategic modelling or scenario work is required, we can extend the scope to ensure the final output supports your board, investors, or leadership team.




FP&A consulting
Strategic Planning That Shapes How You Operate
This is a broader, strategic layer of financial planning and analysis consulting that sits above recurring services.
Most FP&A consulting firms focus narrowly on reporting or technical models, but our approach is designed to guide decisions, improve clarity, and strengthen operational outcomes.
Instead of delivering static documents, we build systems, processes, and thinking frameworks that shape the way your business plans and performs.
This is the strategic advisory tier that companies use when they want sharper insights, better forecasting, or clear financial direction without building an internal FP&A function.



FP&A consulting
Strategic Planning That Shapes How You Operate
This is a broader, strategic layer of financial planning and analysis consulting that sits above recurring services.
Most FP&A consulting firms focus narrowly on reporting or technical models, but our approach is designed to guide decisions, improve clarity, and strengthen operational outcomes.
Instead of delivering static documents, we build systems, processes, and thinking frameworks that shape the way your business plans and performs.
This is the strategic advisory tier that companies use when they want sharper insights, better forecasting, or clear financial direction without building an internal FP&A function.



FP&A consulting
Strategic Planning That Shapes How You Operate
This is a broader, strategic layer of financial planning and analysis consulting that sits above recurring services.
Most FP&A consulting firms focus narrowly on reporting or technical models, but our approach is designed to guide decisions, improve clarity, and strengthen operational outcomes.
Instead of delivering static documents, we build systems, processes, and thinking frameworks that shape the way your business plans and performs.
This is the strategic advisory tier that companies use when they want sharper insights, better forecasting, or clear financial direction without building an internal FP&A function.


Armed with financial clarity, you can take charge of your financials and focus on scaling your business.
current rating
B
Estimated time to increase
your score to an A-Level
Profit & Loss
6 days
Balance Sheet
21 days
Cash Flow
14 days
Chart of Accounts
30 days
Profit & Loss Review
3/4
PASS
Revenue accounts are positive
All of your revenue accounts are zero or positive, which is the direction you’d like revenue to go
REVIEW
Expense accounts are positive
All of your revenue accounts are zero or positive, which is expected
NEEDS ATTENTION
COGS accounts are positive
If you have a Cost of Goods Sold account, it is zero or positive which is expected.
PASS
COGS never exceeds revenue
If the books are being done correctly, in a healthy business, your COGS should never be greater than your revenue - which isn’t.
Profit & Loss
3/4
Balance Sheet
3/5
Cash Flow
2/5
Chart of Accounts
1/5
Armed with financial clarity, you can take charge of your financials and focus on scaling your business.
current rating
B
Estimated time to increase
your score to an A-Level
Profit & Loss
6 days
Balance Sheet
21 days
Cash Flow
14 days
Chart of Accounts
30 days
Profit & Loss
3/4
Balance Sheet
3/5
Cash Flow
2/5
Chart of Accounts
1/5
Free Report
How It Works
When your books feel "technically filled in" but the numbers don't tie out, bookkeeping clean up services are about getting you back to reliable, usable financials.
1
Connect your accounts
FlowFi integrates with your QuickBooks Online Account to instantly review your books.
2
Get your instant, free report
FlowFi runs a full financial health check using automated transaction analysis, balance assessments, and bookkeeping accuracy grading.
3
BONUS
Get personalized, human guidance
With this exclusive offer, dive deeper into your report with a FlowFi expert to discuss insights and explore next steps.
Free Report
How It Works
When your books feel "technically filled in" but the numbers don't tie out, bookkeeping clean up services are about getting you back to reliable, usable financials.
1
Connect your accounts
FlowFi integrates with your QuickBooks Online Account to instantly review your books.
2
Get your instant, free report
FlowFi runs a full financial health check using automated transaction analysis, balance assessments, and bookkeeping accuracy grading.
3
BONUS
Get personalized, human guidance
With this exclusive offer, dive deeper into your report with a FlowFi expert to discuss insights and explore next steps.
Free Report
How It Works
When your books feel "technically filled in" but the numbers don't tie out, bookkeeping clean up services are about getting you back to reliable, usable financials.
1
Connect your accounts
FlowFi integrates with your QuickBooks Online Account to instantly review your books.
2
Get your instant, free report
FlowFi runs a full financial health check using automated transaction analysis, balance assessments, and bookkeeping accuracy grading.
3
BONUS
Get personalized, human guidance
With this exclusive offer, dive deeper into your report with a FlowFi expert to discuss insights and explore next steps.
Experts
Meet the Experts
FlowFi’s talent network has worked with the world’s most innovative brands and companies.

Top Expert
Jane
Portland, OR

Top Expert
Yang
Los Angeles, CA

Top Expert
Francis
New York, NY

Nicole
Freeport, fl

Terry
New York, NY

Daniel
Phoenix, AZ

Top Expert
Marcus
Seattle, WA

Judi
Chicago, IL

Sam
San Diego, CA

Top Expert
Martin
Atlanta, GA
Experts
Meet the Experts
FlowFi’s talent network has worked with the world’s most innovative brands and companies.

Top Expert
Jane
Portland, OR

Top Expert
Yang
Los Angeles, CA

Top Expert
Francis
New York, NY

Nicole
Freeport, fl

Terry
New York, NY

Daniel
Phoenix, AZ

Top Expert
Marcus
Seattle, WA

Judi
Chicago, IL

Sam
San Diego, CA

Top Expert
Martin
Atlanta, GA
Experts
Meet the Experts
FlowFi’s talent network has worked with the world’s most innovative brands and companies.

Top Expert
Jane
Portland, OR

Top Expert
Yang
Los Angeles, CA

Top Expert
Francis
New York, NY

Nicole
Freeport, fl

Terry
New York, NY

Daniel
Phoenix, AZ

Top Expert
Marcus
Seattle, WA

Judi
Chicago, IL

Sam
San Diego, CA

Top Expert
Martin
Atlanta, GA
Wondering if Your financials are in Good Shape?
Receive a Free, Instant Health Check for Your Books
B
Great
Profit & Loss
3/4
Balance Sheet
3/5
Cash Flow
2/5
Chart of Accounts
1/5
Wondering if Your financials are in Good Shape?
Receive a Free, Instant Health Check for Your Books
B
Great
Profit & Loss
3/4
Balance Sheet
3/5
Cash Flow
2/5
Chart of Accounts
1/5
Wondering if Your financials are in Good Shape?
Receive a Free, Instant Health Check for Your Books
B
Great
How an FP&A consultant can help
Where FP&A Consulting Delivers the Highest Impact
Our financial analysis consulting services are structured to solve specific business problems, build strong decision frameworks, and improve how your organisation interprets and uses financial information. Below are the core areas where an FP&A consultant provides the highest impact.
Don't see what you need? Reach out, we're sure we can help!
Model design and rebuilds
Many companies outgrow their original financial model. Revenue lines become more complex, margins need deeper visibility, and the organisation reaches a stage where spreadsheets no longer tell the true story. We redesign or rebuild your planning model with clean drivers, clear assumptions, and reusable logic. You get a forecasting engine that scales with your business rather than holding it back.
Scenario and sensitivity analysis
This is one of the most valuable consulting layers in FP&A. Instead of assuming a single future, we map multiple outcomes: hiring plans, pricing adjustments, growth strategies, cost changes, expansion timing, and risk environments. These scenarios help leadership choose paths based on evidence, not instinct, and give you the confidence to defend your plan with stakeholders and investors.
KPI system creation
A strong KPI system is the backbone of an accountable organisation, but most businesses track too much, too little, or the wrong things entirely. We design a tailored KPI structure aligned to your model, your growth targets, and your operational capacity. This can include business valuation metrics so you understand how performance is interpreted by investors and which levers genuinely influence long-term value.
Pricing and unit economics strategy
Pricing affects everything: margins, LTV, churn, marketing efficiency, and ultimately valuation. We analyse contribution margin, cost structure, retention, and customer behaviour to help you refine your pricing model or build a new one. This consulting layer translates numbers into actionable pricing decisions with real business impact.
Performance diagnostics
When something in the business is off — slipping margins, unstable cash flow, missed revenue targets, or inconsistent efficiency — performance diagnostics help uncover the root cause. We analyse your operating rhythm, spend patterns, model assumptions, and reporting structure to identify where performance is leaking and how to correct it.
How an FP&A consultant can help
Where FP&A Consulting Delivers the Highest Impact
Our financial analysis consulting services are structured to solve specific business problems, build strong decision frameworks, and improve how your organisation interprets and uses financial information. Below are the core areas where an FP&A consultant provides the highest impact.
Don't see what you need? Reach out, we're sure we can help!
Model design and rebuilds
Many companies outgrow their original financial model. Revenue lines become more complex, margins need deeper visibility, and the organisation reaches a stage where spreadsheets no longer tell the true story. We redesign or rebuild your planning model with clean drivers, clear assumptions, and reusable logic. You get a forecasting engine that scales with your business rather than holding it back.
Scenario and sensitivity analysis
This is one of the most valuable consulting layers in FP&A. Instead of assuming a single future, we map multiple outcomes: hiring plans, pricing adjustments, growth strategies, cost changes, expansion timing, and risk environments. These scenarios help leadership choose paths based on evidence, not instinct, and give you the confidence to defend your plan with stakeholders and investors.
KPI system creation
A strong KPI system is the backbone of an accountable organisation, but most businesses track too much, too little, or the wrong things entirely. We design a tailored KPI structure aligned to your model, your growth targets, and your operational capacity. This can include business valuation metrics so you understand how performance is interpreted by investors and which levers genuinely influence long-term value.
Pricing and unit economics strategy
Pricing affects everything: margins, LTV, churn, marketing efficiency, and ultimately valuation. We analyse contribution margin, cost structure, retention, and customer behaviour to help you refine your pricing model or build a new one. This consulting layer translates numbers into actionable pricing decisions with real business impact.
Performance diagnostics
When something in the business is off — slipping margins, unstable cash flow, missed revenue targets, or inconsistent efficiency — performance diagnostics help uncover the root cause. We analyse your operating rhythm, spend patterns, model assumptions, and reporting structure to identify where performance is leaking and how to correct it.
How an FP&A consultant can help
Where FP&A Consulting Delivers the Highest Impact
Our financial analysis consulting services are structured to solve specific business problems, build strong decision frameworks, and improve how your organisation interprets and uses financial information. Below are the core areas where an FP&A consultant provides the highest impact.
Don't see what you need? Reach out, we're sure we can help!
Model design and rebuilds
Many companies outgrow their original financial model. Revenue lines become more complex, margins need deeper visibility, and the organisation reaches a stage where spreadsheets no longer tell the true story. We redesign or rebuild your planning model with clean drivers, clear assumptions, and reusable logic. You get a forecasting engine that scales with your business rather than holding it back.
Scenario and sensitivity analysis
This is one of the most valuable consulting layers in FP&A. Instead of assuming a single future, we map multiple outcomes: hiring plans, pricing adjustments, growth strategies, cost changes, expansion timing, and risk environments. These scenarios help leadership choose paths based on evidence, not instinct, and give you the confidence to defend your plan with stakeholders and investors.
KPI system creation
A strong KPI system is the backbone of an accountable organisation, but most businesses track too much, too little, or the wrong things entirely. We design a tailored KPI structure aligned to your model, your growth targets, and your operational capacity. This can include business valuation metrics so you understand how performance is interpreted by investors and which levers genuinely influence long-term value.
Pricing and unit economics strategy
Pricing affects everything: margins, LTV, churn, marketing efficiency, and ultimately valuation. We analyse contribution margin, cost structure, retention, and customer behaviour to help you refine your pricing model or build a new one. This consulting layer translates numbers into actionable pricing decisions with real business impact.
Performance diagnostics
When something in the business is off — slipping margins, unstable cash flow, missed revenue targets, or inconsistent efficiency — performance diagnostics help uncover the root cause. We analyse your operating rhythm, spend patterns, model assumptions, and reporting structure to identify where performance is leaking and how to correct it.
Why outsourced FP&A services?
Senior-Level Thinking Without the Full-Time Cost
Outsourcing gives companies access to senior-level financial thinking without the cost, risk, or complexity of building an internal team. A modern FP&A company doesn’t just model the numbers — it helps you understand what they mean, how they are shifting, and how to act on them. For many businesses, outsourced support is faster, more accurate, and significantly more cost-effective than hiring full-time staff.
You also benefit from the collective experience of a team that has worked across industries, business models, and scaling patterns. Unlike traditional financial analysis companies that deliver static reports or tool-driven output, our approach is flexible, strategic, and built around your specific goals. And when you need broader coverage, we can connect the strategic FP&A layer with your accounting and bookkeeping services to give you complete support across financial operations.
Whether you need ongoing modelling, better forecasting, strategic clarity, or advisory around a major decision, our outsourced structure gives you access to the right expertise at the right time — without long hiring cycles, expensive overhead, or fragmented financial processes. You gain the benefits of a dedicated FP&A team while staying flexible and focused on growth, leaving us to handle the mechanics that support every decision you make.
And because we help you maintain a consistent FP&A process and guide you through the FP&A tools that suit your operating model, you get a smoother, more integrated system that supports long-term planning and healthier performance across your organisation.
Master the fundamentals
Update frequency
Transaction categorization
Chart of account status
Strenghten core bookkeeping
Revenue handling
Payroll accounts
Expense transactions
Gain deeper financial insights
Month-over-month varances
Profit & Loss values
Balance sheet status
Why outsourced FP&A services?
Senior-Level Thinking Without the Full-Time Cost
Outsourcing gives companies access to senior-level financial thinking without the cost, risk, or complexity of building an internal team. A modern FP&A company doesn’t just model the numbers — it helps you understand what they mean, how they are shifting, and how to act on them. For many businesses, outsourced support is faster, more accurate, and significantly more cost-effective than hiring full-time staff.
You also benefit from the collective experience of a team that has worked across industries, business models, and scaling patterns. Unlike traditional financial analysis companies that deliver static reports or tool-driven output, our approach is flexible, strategic, and built around your specific goals. And when you need broader coverage, we can connect the strategic FP&A layer with your accounting and bookkeeping services to give you complete support across financial operations.
Whether you need ongoing modelling, better forecasting, strategic clarity, or advisory around a major decision, our outsourced structure gives you access to the right expertise at the right time — without long hiring cycles, expensive overhead, or fragmented financial processes. You gain the benefits of a dedicated FP&A team while staying flexible and focused on growth, leaving us to handle the mechanics that support every decision you make.
And because we help you maintain a consistent FP&A process and guide you through the FP&A tools that suit your operating model, you get a smoother, more integrated system that supports long-term planning and healthier performance across your organisation.
Master the fundamentals
Update frequency
Transaction categorization
Chart of account status
Strenghten core bookkeeping
Revenue handling
Payroll accounts
Expense transactions
Gain deeper financial insights
Month-over-month varances
Profit & Loss values
Balance sheet status
Why outsourced FP&A services?
Senior-Level Thinking Without the Full-Time Cost
Outsourcing gives companies access to senior-level financial thinking without the cost, risk, or complexity of building an internal team. A modern FP&A company doesn’t just model the numbers — it helps you understand what they mean, how they are shifting, and how to act on them. For many businesses, outsourced support is faster, more accurate, and significantly more cost-effective than hiring full-time staff.
You also benefit from the collective experience of a team that has worked across industries, business models, and scaling patterns. Unlike traditional financial analysis companies that deliver static reports or tool-driven output, our approach is flexible, strategic, and built around your specific goals. And when you need broader coverage, we can connect the strategic FP&A layer with your accounting and bookkeeping services to give you complete support across financial operations.
Whether you need ongoing modelling, better forecasting, strategic clarity, or advisory around a major decision, our outsourced structure gives you access to the right expertise at the right time — without long hiring cycles, expensive overhead, or fragmented financial processes. You gain the benefits of a dedicated FP&A team while staying flexible and focused on growth, leaving us to handle the mechanics that support every decision you make.
And because we help you maintain a consistent FP&A process and guide you through the FP&A tools that suit your operating model, you get a smoother, more integrated system that supports long-term planning and healthier performance across your organisation.
Master the fundamentals
Update frequency
Transaction categorization
Chart of account status
Strenghten core bookkeeping
Revenue handling
Payroll accounts
Expense transactions
Gain deeper financial insights
Month-over-month varances
Profit & Loss values
Balance sheet status
Just a few of the companies we've supported over the years
Just a few of the companies we've supported over the years
Just a few of the companies we've supported over the years
Ready to fix your books?
See what FlowFi can do for you
Not sure where to start? Answer a few quick questions and we'll match you with an expert who fits.
Ready to fix your books?
See what FlowFi can do for you
Not sure where to start? Answer a few quick questions and we'll match you with an expert who fits.
Ready to fix your books?
See what FlowFi can do for you
Not sure where to start? Answer a few quick questions and we'll match you with an expert who fits.
FP&A to consulting transition advisory
Turn FP&A Into a Strategic Partner, Not Just a Reporting Layer
Some organisations want their finance function to operate at a higher, more strategic level. This is where our FP&A to consulting transition advisory service supports you.
Your financial analysis consultant helps transform a reporting-heavy or operationally focused FP&A structure into a consultative, insight-driven partner inside the business.
This includes redesigning models, reshaping workflows, building decision frameworks, establishing leadership-ready reporting, and training your team to think and act more strategically.
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 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
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
FP&A to consulting transition advisory
Turn FP&A Into a Strategic Partner, Not Just a Reporting Layer
Some organisations want their finance function to operate at a higher, more strategic level. This is where our FP&A to consulting transition advisory service supports you.
Your financial analysis consultant helps transform a reporting-heavy or operationally focused FP&A structure into a consultative, insight-driven partner inside the business.
This includes redesigning models, reshaping workflows, building decision frameworks, establishing leadership-ready reporting, and training your team to think and act more strategically.
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 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
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
FP&A to consulting transition advisory
Turn FP&A Into a Strategic Partner, Not Just a Reporting Layer
Some organisations want their finance function to operate at a higher, more strategic level. This is where our FP&A to consulting transition advisory service supports you.
Your financial analysis consultant helps transform a reporting-heavy or operationally focused FP&A structure into a consultative, insight-driven partner inside the business.
This includes redesigning models, reshaping workflows, building decision frameworks, establishing leadership-ready reporting, and training your team to think and act more strategically.
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 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
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
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.










