Catch Up/Clean Up Experts

Make your books make
sense at last.

A FlowFi catch up/clean up expert can help close your books from months and years past so you can operate confidently in the future.

“I am so grateful for

this network.”

— Gentry

What are common Catch Up/Clean Up Services?

Diagnostic Review / Audit
Diagnostic Review / Audit
Bank and Credit Card Reconciliation
Bank and Credit Card Reconciliation
Transaction Categorization
Transaction Categorization
A/R & A/P Cleanup
A/R & A/P Cleanup

Who are FlowFi Catch Up/Clean Up Services for?

New and Small Businesses

Solo founders and small teams often fail to keep full track of their books in the first months or years of operations. It’s normal to seek a clean up expert when tax season roles around.

Ecommerce/Retail/Restaurants

It’s easy for owners of businesses with complex inventory and multiple payment sources to quickly scale out of control of their books. A FlowFi expert experienced in retail can help you get your books together.

Seasonal Businesses

Operations that experience heavy surges (such as tourism or landscaping) often neglect bookkeeping during peak months and fall months behind

Businesses Preparing for an Audit, Sale, or Funding

Companies trying to secure venture capital, apply for a major business loan, or prepare the company for acquisition must have pristine, verified historical data to pass due diligence.

Real Estate Investors and Property Managers

Individuals or firms managing multiple properties who have failed to track income, expenses, and security deposits on a per-unit basis, making it impossible to see true profitability.

Law Firms and Medical Practices

Professional practices subject to strict regulatory compliance. Law firms, for instance, require meticulous trust accounting (IOLTA), and any errors in handling client funds require immediate legal clean-up.

How it works.

Step 01

Match with a FlowFi Expert

After a short, 15-minute assessment call, we match you with one of our handpicked experts.

Step 02

Share Your Data

Give your new clean up expert access to your books and transaction details for the months/years you want cleaned.

Step 03

Get Clean Books

Your Flowfi expert will go through your data and reconstruct all the months you’ve missed.

How much do Catch Up/Clean Up Services normally cost?

Per hour

$30 - $200

Per hour

$30 - $200

Monthly Rates

$150 - $1,200

Monthly Rates

$150 - $1,200

Note that for catch up/clean up you are generally charged per month of catch up needed

Read how FlowFi Experts can help.

Real stories from founders who worked with experts that changed the trajectory of their business.

A-Frame Brands

Ari
FlowFi’s team is incredible to work with. They found $150k in savings within first three months of working together.

Paul — CEO, Beagle Services

FlowFi brought in experts who truly understood the intricacies of our business, not just generic solutions.

Luke — Co-founder, Arro

VK Energy

Vikki

Live Tinteed

Deepica
After Flowfi, now we close our books faster which led to better reporting and decision making day to day.

Thad — Owner, Florence Flamingos

We had an investment on the line and they cleaned up our books and built a model in no time!

Connor — Co-founder, Mentra

Vin Shop

Gaby

A-Frame Brands

Ari

Live Tinteed

Deepica

FlowFi’s team is incredible to work with. They found $150k in savings within first three months of working together.

Paul — CEO, Beagle Services

After Flowfi, now we close our books faster which led to better reporting and decision making day to day.

Thad — Owner, Florence Flamingos

FlowFi brought in experts who truly understood the intricacies of our business, not just generic solutions.

Luke — Co-founder, Arro

We had an investment on the line and they cleaned up our books and built a model in no time!

Connor — Co-founder, Mentra

VK Energy

Vikki

Vin Shop

Gaby

A-Frame Brands

Ari

FlowFi’s team is incredible to work with. They found $150k in savings within first three months of working together.

Paul — CEO, Beagle Services

FlowFi brought in experts who truly understood the intricacies of our business, not just generic solutions.

Luke — Co-founder, Arro

VK Energy

Vikki

Live Tinteed

Deepica

After Flowfi, now we close our books faster which led to better reporting and decision making day to day.

Thad — Owner, Florence Flamingos

We had an investment on the line and they cleaned up our books and built a model in no time!

Connor — Co-founder, Mentra

Vin Shop

Gaby

Who are FlowFi Experts?

FlowFi experts are professionals from across the USA who want to help businesses like yours grow. To apply, every expert must:

Complete an extensive online vetting process (we look for the top 3% of applicants)

Go through multiple in-person interviews with our staff.

Demonstrate they have the work experience they say they do. This includes phone calls to past employers, background checks, and more.

Work alongside us to create project plans and pricing structures that work for our clients.

Complete an extensive online vetting process (we look for the top 3% of applicants)

Demonstrate they have the work experience they say they do. This includes phone calls to past employers, background checks, and more.

Go through multiple in-person interviews with our staff.

Work alongside us to create project plans and pricing structures that work for our clients.

Want more details?
Book your assessment.

Pick a time to meet for a 15-minute, no commitment business assessment. We’ll tell you exactly which type of expert and service you need.

Or leave us your email and we'll contact you there.

Want to become an expert?

Where to start

Behind on the books?

Need reports ASAP?

Cash feel tight?

Payroll getting messy?

HR questions piling up?

Workflows too manual?

Not sure what you need?

What we do

Bookkeeping & Month end close

Catch-Up and Cleanup

Controllership

CFO and Strategic Finance

Accounts Payable

Accounts Receivable

HR & People

Tax preparation & Filing

Compliance Support

Who we serve

Ecommerce & CPG

Restaurants

Franchises

Construction

Agencies & Professional Services

Startups

Retail & Local Services

Real Estate

Fund Administration

Nonprofits

Get started

Want to become an expert?

Where to start

Behind on the books?

Need reports ASAP?

Cash feel tight?

Payroll getting messy?

HR questions piling up?

Workflows too manual?

Not sure what you need?

What we do

Bookkeeping & Month end close

Catch-Up and Cleanup

Controllership

CFO and Strategic Finance

Accounts Payable

Accounts Receivable

HR & People

Tax preparation & Filing

Compliance Support

Who we serve

Ecommerce & CPG

Restaurants

Franchises

Construction

Agencies & Professional Services

Startups

Retail & Local Services

Real Estate

Fund Administration

Nonprofits

Get started

Want to become an expert?

Where to start

Behind on the books?

Need reports ASAP?

Cash feel tight?

Payroll getting messy?

HR questions piling up?

Workflows too manual?

Not sure what you need?

What we do

Bookkeeping & Month end close

Catch-Up and Cleanup

Controllership

CFO and Strategic Finance

Accounts Payable

Accounts Receivable

HR & People

Tax preparation & Filing

Compliance Support

Who we serve

Ecommerce & CPG

Restaurants

Franchises

Construction

Agencies & Professional Services

Startups

Retail & Local Services

Real Estate

Fund Administration

Nonprofits

Get started