Tax Preparation Outsourcing Services (CPAs & Small Business)
Hit Every Deadline Without
the Last Minute Scramble
Tax preparation outsourcing services can take pressure off deadlines without creating more chaos. For CPA firms and small business owners, our taxation outsourcing services focus on fit, coordination, and clean intake so returns move forward with fewer surprises. Instead of guessing who to hire or chasing missing items at the last minute, you get a structured process and a professional who matches your situation, timeline, and needs.
“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
Tax Preparation Outsourcing Services (CPAs & Small Business)
Hit Every Deadline Without
the Last Minute Scramble
Tax preparation outsourcing services can take pressure off deadlines without creating more chaos. For CPA firms and small business owners, our taxation outsourcing services focus on fit, coordination, and clean intake so returns move forward with fewer surprises. Instead of guessing who to hire or chasing missing items at the last minute, you get a structured process and a professional who matches your situation, timeline, and needs.
“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
Tax Preparation Outsourcing Services (CPAs & Small Business)
Hit Every Deadline Without
the Last Minute Scramble
Tax preparation outsourcing services can take pressure off deadlines without creating more chaos. For CPA firms and small business owners, our taxation outsourcing services focus on fit, coordination, and clean intake so returns move forward with fewer surprises. Instead of guessing who to hire or chasing missing items at the last minute, you get a structured process and a professional who matches your situation, timeline, and needs.
“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 tax preparation outsourcing services
The Right Work Done in the Right Order
When you need tax return preparation outsourcing, the goal is simple: get the right work done, in the right order, with fewer delays and fewer surprises.
Our tax preparation outsourcing services
The Right Work Done in the Right Order
When you need tax return preparation outsourcing, the goal is simple: get the right work done, in the right order, with fewer delays and fewer surprises.
Our tax preparation outsourcing services
The Right Work Done in the Right Order
When you need tax return preparation outsourcing, the goal is simple: get the right work done, in the right order, with fewer delays and fewer surprises.
For CPA firms
Scale Your Capacity Without Scaling Your Headcount
Seasonal capacity support for return prep work
Standardized workpapers and clean handoff for review
Overflow coverage for deadlines and extensions
Clear turnaround expectations and revision loops
Flexible volume support (ad hoc or reserved capacity blocks)
For CPA firms
Scale Your Capacity Without Scaling Your Headcount
Seasonal capacity support for return prep work
Standardized workpapers and clean handoff for review
Overflow coverage for deadlines and extensions
Clear turnaround expectations and revision loops
Flexible volume support (ad hoc or reserved capacity blocks)
For CPA firms
Scale Your Capacity Without Scaling Your Headcount
Seasonal capacity support for return prep work
Standardized workpapers and clean handoff for review
Overflow coverage for deadlines and extensions
Clear turnaround expectations and revision loops
Flexible volume support (ad hoc or reserved capacity blocks)
For small businesses
One Less Thing to Chase Every Tax Season
Matching to a tax professional who fits your situation and deadlines
Intake guidance so documents are complete the first time
Clear timeline and expectations from kickoff to completion
Coordination to reduce back-and-forth and chasing
Options to keep your books tax-ready year-round
For small businesses
One Less Thing to Chase Every Tax Season
Matching to a tax professional who fits your situation and deadlines
Intake guidance so documents are complete the first time
Clear timeline and expectations from kickoff to completion
Coordination to reduce back-and-forth and chasing
Options to keep your books tax-ready year-round
For small businesses
One Less Thing to Chase Every Tax Season
Matching to a tax professional who fits your situation and deadlines
Intake guidance so documents are complete the first time
Clear timeline and expectations from kickoff to completion
Coordination to reduce back-and-forth and chasing
Options to keep your books tax-ready year-round
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.
Tax preparation outsourcing for CPA firms
Keep Your Review Standard Without Maxing Out Your Team
For CPA firms, tax return preparation outsourcing services are often about capacity and consistency—getting quality prep support without losing control of the client relationship or the review standard you expect.
Whether you need overflow help for peak season or a more structured handoff process your team can rely on, the focus is the same: predictable turnaround, organized workpapers, and fewer loose ends.
Common situations this helps with:
Busy-season overflow when your internal team is maxed out
Returns that stall because one missing item turns into ten follow-up emails
Clients who need a clearer intake process to send documents on time
Year-end cleanup needs before prep can move forward confidently
Tax preparation outsourcing for CPA firms
Keep Your Review Standard Without Maxing Out Your Team
For CPA firms, tax return preparation outsourcing services are often about capacity and consistency—getting quality prep support without losing control of the client relationship or the review standard you expect.
Whether you need overflow help for peak season or a more structured handoff process your team can rely on, the focus is the same: predictable turnaround, organized workpapers, and fewer loose ends.
Common situations this helps with:
Busy-season overflow when your internal team is maxed out
Returns that stall because one missing item turns into ten follow-up emails
Clients who need a clearer intake process to send documents on time
Year-end cleanup needs before prep can move forward confidently
Tax preparation outsourcing for CPA firms
Keep Your Review Standard Without Maxing Out Your Team
For CPA firms, tax return preparation outsourcing services are often about capacity and consistency—getting quality prep support without losing control of the client relationship or the review standard you expect.
Whether you need overflow help for peak season or a more structured handoff process your team can rely on, the focus is the same: predictable turnaround, organized workpapers, and fewer loose ends.
Common situations this helps with:
Busy-season overflow when your internal team is maxed out
Returns that stall because one missing item turns into ten follow-up emails
Clients who need a clearer intake process to send documents on time
Year-end cleanup needs before prep can move forward confidently
Small business tax preparation outsourcing
The Right Tax Professional, a Clear Process, No Scramble
Small business tax preparation outsourcing is about getting matched with the right help, then keeping the process moving with clear steps and fewer what-do-you-need-from-me moments.
Some businesses ask about offshore tax preparation. If you’re considering it, we’ll help you evaluate the tradeoffs (security, communication, review). In most cases, we match you with the right professional based on your needs and keep the process coordinated.
To avoid delays, we’ll help you create a small business tax preparation checklist tailored to your business, spelling out the documents and details to pull together upfront.
If you also want to avoid the same scramble next year, our accounting and bookkeeping services can keep your numbers clean and tax-ready throughout the year.
Small business tax preparation outsourcing
The Right Tax Professional, a Clear Process, No Scramble
Small business tax preparation outsourcing is about getting matched with the right help, then keeping the process moving with clear steps and fewer what-do-you-need-from-me moments.
Some businesses ask about offshore tax preparation. If you’re considering it, we’ll help you evaluate the tradeoffs (security, communication, review). In most cases, we match you with the right professional based on your needs and keep the process coordinated.
To avoid delays, we’ll help you create a small business tax preparation checklist tailored to your business, spelling out the documents and details to pull together upfront.
If you also want to avoid the same scramble next year, our accounting and bookkeeping services can keep your numbers clean and tax-ready throughout the year.
Small business tax preparation outsourcing
The Right Tax Professional, a Clear Process, No Scramble
Small business tax preparation outsourcing is about getting matched with the right help, then keeping the process moving with clear steps and fewer what-do-you-need-from-me moments.
Some businesses ask about offshore tax preparation. If you’re considering it, we’ll help you evaluate the tradeoffs (security, communication, review). In most cases, we match you with the right professional based on your needs and keep the process coordinated.
To avoid delays, we’ll help you create a small business tax preparation checklist tailored to your business, spelling out the documents and details to pull together upfront.
If you also want to avoid the same scramble next year, our accounting and bookkeeping services can keep your numbers clean and tax-ready throughout the year.
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
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
From Intake to Filing Without the Back and Forth
How our outsourced tax preparation services work
We start by understanding what you need help with—return type, complexity, timing, and any constraints—then we connect you with somebody who can help with your specific situation.
We’ll match you with a tax professional who fits your business and deadlines, then walk you through exactly how to prepare for tax season so your intake is clean and nothing slows filing down.
From there, we help keep the process organized: what to provide, what to expect, what questions may come up, and how to avoid last-minute surprises that derail timelines.
What’s included:
Up-front intake to understand your return type, deadlines, and complexity
Clear document request list so you know what to provide (and what can wait)
Coordination with the tax professional handling your work so steps don’t get missed
Status updates and follow-ups when something is holding the return up
A smoother handoff into review and finalization
What’s not included:
Signing or filing a return unless explicitly agreed for your engagement
Guessing on missing details—if something matters, we ask and confirm
One-size-fits-all advice that ignores your situation
Benefits of outsourcing tax return preparation services to FlowFi
Outsourcing tax preparation services should reduce workload and decision fatigue, not introduce new uncertainty. Done right, it helps you move faster with a clearer process and fewer rework loops especially when deadlines are stacked, and capacity is tight.
Standardize What Gets Reviewed
We’ll help you build a tax planning checklist to standardize what gets reviewed, what gets documented, and what gets answered upfront.
Decisions Earlier, Not Under Pressure
From there, business tax planning is how you move from annual fire drills to a predictable rhythm so decisions happen earlier, not under pressure.
From Intake to Filing Without the Back and Forth
How our outsourced tax preparation services work
We start by understanding what you need help with—return type, complexity, timing, and any constraints—then we connect you with somebody who can help with your specific situation.
We’ll match you with a tax professional who fits your business and deadlines, then walk you through exactly how to prepare for tax season so your intake is clean and nothing slows filing down.
From there, we help keep the process organized: what to provide, what to expect, what questions may come up, and how to avoid last-minute surprises that derail timelines.
What’s included:
Up-front intake to understand your return type, deadlines, and complexity
Clear document request list so you know what to provide (and what can wait)
Coordination with the tax professional handling your work so steps don’t get missed
Status updates and follow-ups when something is holding the return up
A smoother handoff into review and finalization
What’s not included:
Signing or filing a return unless explicitly agreed for your engagement
Guessing on missing details—if something matters, we ask and confirm
One-size-fits-all advice that ignores your situation
Benefits of outsourcing tax return preparation services to FlowFi
Outsourcing tax preparation services should reduce workload and decision fatigue, not introduce new uncertainty. Done right, it helps you move faster with a clearer process and fewer rework loops especially when deadlines are stacked, and capacity is tight.
Standardize What Gets Reviewed
We’ll help you build a tax planning checklist to standardize what gets reviewed, what gets documented, and what gets answered upfront.
Decisions Earlier, Not Under Pressure
From there, business tax planning is how you move from annual fire drills to a predictable rhythm so decisions happen earlier, not under pressure.
From Intake to Filing Without the Back and Forth
How our outsourced tax preparation services work
We start by understanding what you need help with—return type, complexity, timing, and any constraints—then we connect you with somebody who can help with your specific situation.
We’ll match you with a tax professional who fits your business and deadlines, then walk you through exactly how to prepare for tax season so your intake is clean and nothing slows filing down.
From there, we help keep the process organized: what to provide, what to expect, what questions may come up, and how to avoid last-minute surprises that derail timelines.
What’s included:
Up-front intake to understand your return type, deadlines, and complexity
Clear document request list so you know what to provide (and what can wait)
Coordination with the tax professional handling your work so steps don’t get missed
Status updates and follow-ups when something is holding the return up
A smoother handoff into review and finalization
What’s not included:
Signing or filing a return unless explicitly agreed for your engagement
Guessing on missing details—if something matters, we ask and confirm
One-size-fits-all advice that ignores your situation
Benefits of outsourcing tax return preparation services to FlowFi
Outsourcing tax preparation services should reduce workload and decision fatigue, not introduce new uncertainty. Done right, it helps you move faster with a clearer process and fewer rework loops especially when deadlines are stacked, and capacity is tight.
Standardize What Gets Reviewed
We’ll help you build a tax planning checklist to standardize what gets reviewed, what gets documented, and what gets answered upfront.
Decisions Earlier, Not Under Pressure
From there, business tax planning is how you move from annual fire drills to a predictable rhythm so decisions happen earlier, not under pressure.
Why outsource tax preparation services via Flowfi?
Built for Coordination, Not Just Volume
Most tax outsourcing companies either focus on volume or leave you to manage the entire handoff yourself. Flowfi is built for coordination and fit—so the person doing the work is aligned with the situation, and the process stays structured from intake through completion.
If you’re evaluating providers, we make it straightforward to outsource tax return preparation services without turning it into a messy experiment: clear steps, clear expectations, and a coordinated handoff that keeps things moving.
Security and confidentiality:
Tax preparation involves sensitive information, so we treat security and confidentiality as part of the service, not an afterthought. We focus on controlled access, clear handling steps, and predictable communication so your information doesn’t get scattered across inboxes and ad hoc threads.
What to look for if you’re comparing providers:
How documents are collected and who can access them
How questions are tracked and resolved through completion
Whether the process includes a documented review step
How communication is handled when deadlines are tight
Why outsource tax preparation services via Flowfi?
Built for Coordination, Not Just Volume
Most tax outsourcing companies either focus on volume or leave you to manage the entire handoff yourself. Flowfi is built for coordination and fit—so the person doing the work is aligned with the situation, and the process stays structured from intake through completion.
If you’re evaluating providers, we make it straightforward to outsource tax return preparation services without turning it into a messy experiment: clear steps, clear expectations, and a coordinated handoff that keeps things moving.
Security and confidentiality:
Tax preparation involves sensitive information, so we treat security and confidentiality as part of the service, not an afterthought. We focus on controlled access, clear handling steps, and predictable communication so your information doesn’t get scattered across inboxes and ad hoc threads.
What to look for if you’re comparing providers:
How documents are collected and who can access them
How questions are tracked and resolved through completion
Whether the process includes a documented review step
How communication is handled when deadlines are tight
Why outsource tax preparation services via Flowfi?
Built for Coordination, Not Just Volume
Most tax outsourcing companies either focus on volume or leave you to manage the entire handoff yourself. Flowfi is built for coordination and fit—so the person doing the work is aligned with the situation, and the process stays structured from intake through completion.
If you’re evaluating providers, we make it straightforward to outsource tax return preparation services without turning it into a messy experiment: clear steps, clear expectations, and a coordinated handoff that keeps things moving.
Security and confidentiality:
Tax preparation involves sensitive information, so we treat security and confidentiality as part of the service, not an afterthought. We focus on controlled access, clear handling steps, and predictable communication so your information doesn’t get scattered across inboxes and ad hoc threads.
What to look for if you’re comparing providers:
How documents are collected and who can access them
How questions are tracked and resolved through completion
Whether the process includes a documented review step
How communication is handled when deadlines are tight
Why outsource tax preparation services via Flowfi?
Coordination and Fit, Not Just Another Pair of Hands
Most tax outsourcing companies either focus on volume or leave you to manage the entire handoff yourself. Flowfi is built for coordination and fit—so the person doing the work is aligned with the situation, and the process stays structured from intake through completion.
If you’re evaluating providers, we make it straightforward to outsource tax return preparation services without turning it into a messy experiment: clear steps, clear expectations, and a coordinated handoff that keeps things moving.
Security and confidentiality:
Tax preparation involves sensitive information, so we treat security and confidentiality as part of the service, not an afterthought. We focus on controlled access, clear handling steps, and predictable communication so your information doesn’t get scattered across inboxes and ad hoc threads.
What to look for if you’re comparing providers:
How documents are collected and who can access them
How questions are tracked and resolved through completion
Whether the process includes a documented review step
How communication is handled when deadlines are tight
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 outsource tax preparation services via Flowfi?
Coordination and Fit, Not Just Another Pair of Hands
Most tax outsourcing companies either focus on volume or leave you to manage the entire handoff yourself. Flowfi is built for coordination and fit—so the person doing the work is aligned with the situation, and the process stays structured from intake through completion.
If you’re evaluating providers, we make it straightforward to outsource tax return preparation services without turning it into a messy experiment: clear steps, clear expectations, and a coordinated handoff that keeps things moving.
Security and confidentiality:
Tax preparation involves sensitive information, so we treat security and confidentiality as part of the service, not an afterthought. We focus on controlled access, clear handling steps, and predictable communication so your information doesn’t get scattered across inboxes and ad hoc threads.
What to look for if you’re comparing providers:
How documents are collected and who can access them
How questions are tracked and resolved through completion
Whether the process includes a documented review step
How communication is handled when deadlines are tight
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 outsource tax preparation services via Flowfi?
Coordination and Fit, Not Just Another Pair of Hands
Most tax outsourcing companies either focus on volume or leave you to manage the entire handoff yourself. Flowfi is built for coordination and fit—so the person doing the work is aligned with the situation, and the process stays structured from intake through completion.
If you’re evaluating providers, we make it straightforward to outsource tax return preparation services without turning it into a messy experiment: clear steps, clear expectations, and a coordinated handoff that keeps things moving.
Security and confidentiality:
Tax preparation involves sensitive information, so we treat security and confidentiality as part of the service, not an afterthought. We focus on controlled access, clear handling steps, and predictable communication so your information doesn’t get scattered across inboxes and ad hoc threads.
What to look for if you’re comparing providers:
How documents are collected and who can access them
How questions are tracked and resolved through completion
Whether the process includes a documented review step
How communication is handled when deadlines are tight
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.
Reliable tax preperation services for clearer financial insights
It's 50/50 people and software — smart tools for instant insights, expert people for stategic guidance. Both working together on your business.
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
Reliable tax preperation services for clearer financial insights
It's 50/50 people and software — smart tools for instant insights, expert people for stategic guidance. Both working together on your business.
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
Reliable tax preperation services for clearer financial insights
It's 50/50 people and software — smart tools for instant insights, expert people for stategic guidance. Both working together on your business.
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
Common questions
Frequently Asked Questions
Is tax preparation outsourcing the same as outsourcing tax return preparation?
In practice, people use these phrases interchangeably. The important part is scope: what work is being handled, what the handoff looks like, and who is responsible for review and final sign-off.
Do you work with CPA firms and small businesses?
How fast is turnaround?
How do you keep the process from turning into endless back-and-forth?
Is tax preparation outsourcing the same as outsourcing tax return preparation?
In practice, people use these phrases interchangeably. The important part is scope: what work is being handled, what the handoff looks like, and who is responsible for review and final sign-off.
Do you work with CPA firms and small businesses?
How fast is turnaround?
How do you keep the process from turning into endless back-and-forth?
Is tax preparation outsourcing the same as outsourcing tax return preparation?
In practice, people use these phrases interchangeably. The important part is scope: what work is being handled, what the handoff looks like, and who is responsible for review and final sign-off.
Do you work with CPA firms and small businesses?
How fast is turnaround?
How do you keep the process from turning into endless back-and-forth?
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.