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!”

a young man wearing glasses standing in front of a mountain

George

Co-Founder

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

man wearing eyeglasses

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!”

a young man wearing glasses standing in front of a mountain

George

Co-Founder

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

man wearing eyeglasses

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!”

a young man wearing glasses standing in front of a mountain

George

Co-Founder

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

man wearing eyeglasses

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.

Exclusive Offer

Get an Instant, Free Health Check for your Books

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

Exclusive Offer

Get an Instant, Free Health Check for your Books

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

Exclusive Offer

Get an Instant, Free Health Check for your Books

Armed with financial clarity, you can take charge of your financials and focus on scaling your business.

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

Find the perfect FlowFi Expert for your business

Find the perfect FlowFi Expert for your business

Find the perfect FlowFi Expert for your business

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.

We love

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.

We love

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

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