Success Stories

The Matching Quiz

Become an Expert

Blog

Talk to an Expert

Success Stories

Matching Quiz

Become an Expert

Blog

Talk to an Expert

EXCLUSIVE OFFER

Get an Instant, Free Health
Check for your Books

Get clear, actionable insights from your books so you can take charge of your financials and focus on scaling your business.

current rating

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

How it Works

Connect your accounts

FlowFi integrates with your QuickBooks Online Account to instantly review your books.

Get your instant, free report

FlowFi runs a full financial health check using automated transaction analysis, balance assessments, and bookkeeping accuracy grading.

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.

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

Find the perfect FlowFi Expert for your business

Match with an Expert

Find the perfect FlowFi Expert for your business

Match with an Expert

Find the perfect FlowFi Expert for your business

Match with an Expert

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

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

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

We love