Question Answered
We’ll help you understand what you want to know.
Most founders don’t need more tools. They need answers. Fast.
These are the questions we hear every day from teams trying to get clarity and move forward.
Strategic Finance
Is my burn rate too high?
If cash is disappearing faster than it should, we help you understand why or find areas to cut.
Accounting
How do I know if these numbers are right?
Accuracy comes from Expertise.
Accounting
How do we create one source of truth?
We build centralized reporting and integrate your tools properly.
Reporting
Accounting
How do I simplify revenue tracking across channels?
We centralize all sales channels so you always know what’s coming from where.
Accounting
Why doesn’t my bank balance match QuickBooks?
Bank timing differences are normal — reconciling correctly fixes the confusion.
Compliance
Who needs a 1099 and how do I send them?
Contractor compliance is strict. We make sure you send the right forms, on time.
Tax
What do I need to prepare for next tax season?
Great tax seasons start early. We help you prep clean books and avoid surprises.
Tax
Compliance
Should I restructure my entity to reduce taxes?
Your business structure affects how much tax you pay. We help you choose the one that keeps more money in your pocket.
Reporting
Accounting
How much revenue have we generated so far this year?
Tracking YTD revenue accurately helps with budgeting, forecasting, and investor updates. It’s the core of financial clarity.
Forecasting
Strategy
Can I optimize my cash flow without cutting growth?
Yes, but only if you manage spend pacing, payment cycles, and capital access deliberately..
Tax
Strategy
If you need strategic insight beyond record-keeping, it’s time to go beyond bookkeeping.
If you need strategic insight beyond record-keeping, it’s time to go beyond bookkeeping.
Tax
Strategy
Should I restructure my entity to lower my tax burden?
Restructuring your business entity could reduce your taxable income and improve long-term flexibility.
Benchmarking
Strategic Finance
Are my margins normal for my industry?
We benchmark your margins and help you improve them.
Accounting
Reporting
Are we paying for tools we don’t use?
We do a tool audit to cut waste and simplify your stack.
Accounting
Why does data look different across tools?
It’s usually a syncing issue — we fix the data flow.
Reporting
Accounting
Do we use GAAP Accounting?
GAAP matters if you’re growing, raising, or want cleaner reporting.
Accounting
What is my Chart of Accounts?
It’s the backbone of your financials and helps tell the story of your business. Learn more about optimized structures here.
Tax
Compliance
Do I have to pay Sales Tax?
It depends – very state, county and deadline is different. Take our Sales Tax to see what you may owe.
Tax
What deductions and credits am I eligible for?
There are dozens you may qualify for — we make sure nothing is left on the table.
Finance
Strategy
Can we afford this hire?
You can’t afford every hire. Forecasting costs, ramp timelines, and ROI helps protect runway.
Tax
Compliance
Are there state-specific tax savings or requirements I should be aware of?
Some states offer credits, others have stealthy franchise fees. Navigating this can lead to meaningful savings.
Strategy
Benchmarking
Understanding your recent cash flow is more than just bookkeeping. It’s also clarity on how fast you’re growing.
Margin benchmarks vary widely by sector. Comparing yours against industry peers reveals where efficiency may be lagging.
Finance
Accounting
Book closure timing affects reporting, reconciliations, and investor updates.
If you need strategic insight beyond record-keeping, it’s time to go beyond bookkeeping.
CFO
How do I know if I need a CFO?
CFOs and Finance leads take your historical data and make them part..
Accounting
Operations
Can any of this be automated?
Almost always — we identify high-impact automation opportunities.
Accounting
Why do my numbers look different across different reports?
Usually a setup issue — we help create one source of truth.
Reporting
Accounting
Are we recognizing revenue correctly or is there a different way to do it?
Proper revenue recognition avoids distorted margins and misleading results.
Tax
Compliance
Are there state-specific tax savings I’m missing?
Many states offer incentives that most businesses never use — we identify them.
Tax
Do I need to file anything extra because I operate in multiple states?
State rules are messy. We help you stay fully compliant and avoid penalties.
Tax
Am I overpaying in taxes without realizing it?
Most founders are. We help identify missed deductions, credits, or elections.
Tax
Compliance
Am I taking advantage of all available deductions and credits?
Overlooked deductions can quietly drain cash. Knowing what you’re eligible for can add up fast.
Finance
Strategy
Yes, but only if you manage spend pacing, payment cycles, and capital access deliberately..
Unchecked burn without clear milestones can put your runway and valuation at risk.
Operations
Accounting
How much cash flow did I generate last month?
Understanding your recent cash flow is more than just bookkeeping. It’s also clarity on how fast you’re growing.
Tax
Accounting
When will our books be closed this month?
Book closure timing affects reporting, reconciliations, and investor updates.
Strategic Finance
Is my burn rate too high?
If cash is disappearing faster than it should, we help you understand why or find areas to cut.
Benchmarking
Strategic Finance
Are my margins normal for my industry?
We benchmark your margins and help you improve them.
CFO
How do I know if I need a CFO?
CFOs and Finance leads take your historical data and make them part..
Accounting
How do I know if these numbers are right?
Accuracy comes from Expertise.
Accounting
Reporting
Are we paying for tools we don’t use?
We do a tool audit to cut waste and simplify your stack.
Accounting
Operations
Can any of this be automated?
Almost always — we identify high-impact automation opportunities.
Accounting
How do we create one source of truth?
We build centralized reporting and integrate your tools properly.
Accounting
Why does data look different across tools?
It’s usually a syncing issue — we fix the data flow.
Accounting
Why do my numbers look different across different reports?
Usually a setup issue — we help create one source of truth.
Reporting
Accounting
How do I simplify revenue tracking across channels?
We centralize all sales channels so you always know what’s coming from where.
Reporting
Accounting
Do we use GAAP Accounting?
GAAP matters if you’re growing, raising, or want cleaner reporting.
Reporting
Accounting
Are we recognizing revenue correctly or is there a different way to do it?
Proper revenue recognition avoids distorted margins and misleading results.
Accounting
Why doesn’t my bank balance match QuickBooks?
Bank timing differences are normal — reconciling correctly fixes the confusion.
Accounting
What is my Chart of Accounts?
It’s the backbone of your financials and helps tell the story of your business. Learn more about optimized structures here.
Tax
Compliance
Are there state-specific tax savings I’m missing?
Many states offer incentives that most businesses never use — we identify them.
Compliance
Who needs a 1099 and how do I send them?
Contractor compliance is strict. We make sure you send the right forms, on time.
Tax
Compliance
Do I have to pay Sales Tax?
It depends – very state, county and deadline is different. Take our Sales Tax to see what you may owe.
Tax
Do I need to file anything extra because I operate in multiple states?
State rules are messy. We help you stay fully compliant and avoid penalties.
Tax
What do I need to prepare for next tax season?
Great tax seasons start early. We help you prep clean books and avoid surprises.
Tax
What deductions and credits am I eligible for?
There are dozens you may qualify for — we make sure nothing is left on the table.
Tax
Am I overpaying in taxes without realizing it?
Most founders are. We help identify missed deductions, credits, or elections.
Tax
Compliance
Should I restructure my entity to reduce taxes?
Your business structure affects how much tax you pay. We help you choose the one that keeps more money in your pocket.
Finance
Strategy
Can we afford this hire?
You can’t afford every hire. Forecasting costs, ramp timelines, and ROI helps protect runway.
Tax
Compliance
Am I taking advantage of all available deductions and credits?
Overlooked deductions can quietly drain cash. Knowing what you’re eligible for can add up fast.
Reporting
Accounting
How much revenue have we generated so far this year?
Tracking YTD revenue accurately helps with budgeting, forecasting, and investor updates. It’s the core of financial clarity.
Tax
Compliance
Are there state-specific tax savings or requirements I should be aware of?
Some states offer credits, others have stealthy franchise fees. Navigating this can lead to meaningful savings.
Finance
Strategy
Yes, but only if you manage spend pacing, payment cycles, and capital access deliberately..
Unchecked burn without clear milestones can put your runway and valuation at risk.
Forecasting
Strategy
Can I optimize my cash flow without cutting growth?
Yes, but only if you manage spend pacing, payment cycles, and capital access deliberately..
Strategy
Benchmarking
Understanding your recent cash flow is more than just bookkeeping. It’s also clarity on how fast you’re growing.
Margin benchmarks vary widely by sector. Comparing yours against industry peers reveals where efficiency may be lagging.
Operations
Accounting
How much cash flow did I generate last month?
Understanding your recent cash flow is more than just bookkeeping. It’s also clarity on how fast you’re growing.
Tax
Strategy
If you need strategic insight beyond record-keeping, it’s time to go beyond bookkeeping.
If you need strategic insight beyond record-keeping, it’s time to go beyond bookkeeping.
Finance
Accounting
Book closure timing affects reporting, reconciliations, and investor updates.
If you need strategic insight beyond record-keeping, it’s time to go beyond bookkeeping.
Tax
Accounting
When will our books be closed this month?
Book closure timing affects reporting, reconciliations, and investor updates.
Tax
Strategy
Should I restructure my entity to lower my tax burden?
Restructuring your business entity could reduce your taxable income and improve long-term flexibility.
Strategic Finance
Is my burn rate too high?
If cash is disappearing faster than it should, we help you understand why or find areas to cut.
CFO
How do I know if I need a CFO?
CFOs and Finance leads take your historical data and make them part..
Accounting
Reporting
Are we paying for tools we don’t use?
We do a tool audit to cut waste and simplify your stack.
Accounting
How do we create one source of truth?
We build centralized reporting and integrate your tools properly.
Accounting
Why do my numbers look different across different reports?
Usually a setup issue — we help create one source of truth.
Reporting
Accounting
Do we use GAAP Accounting?
GAAP matters if you’re growing, raising, or want cleaner reporting.
Accounting
Why doesn’t my bank balance match QuickBooks?
Bank timing differences are normal — reconciling correctly fixes the confusion.
Tax
Compliance
Are there state-specific tax savings I’m missing?
Many states offer incentives that most businesses never use — we identify them.
Tax
Compliance
Do I have to pay Sales Tax?
It depends – very state, county and deadline is different. Take our Sales Tax to see what you may owe.
Tax
What do I need to prepare for next tax season?
Great tax seasons start early. We help you prep clean books and avoid surprises.
Tax
Am I overpaying in taxes without realizing it?
Most founders are. We help identify missed deductions, credits, or elections.
Finance
Strategy
Can we afford this hire?
You can’t afford every hire. Forecasting costs, ramp timelines, and ROI helps protect runway.
Reporting
Accounting
How much revenue have we generated so far this year?
Tracking YTD revenue accurately helps with budgeting, forecasting, and investor updates. It’s the core of financial clarity.
Finance
Strategy
Yes, but only if you manage spend pacing, payment cycles, and capital access deliberately..
Unchecked burn without clear milestones can put your runway and valuation at risk.
Strategy
Benchmarking
Understanding your recent cash flow is more than just bookkeeping. It’s also clarity on how fast you’re growing.
Margin benchmarks vary widely by sector. Comparing yours against industry peers reveals where efficiency may be lagging.
Tax
Strategy
If you need strategic insight beyond record-keeping, it’s time to go beyond bookkeeping.
If you need strategic insight beyond record-keeping, it’s time to go beyond bookkeeping.
Tax
Accounting
When will our books be closed this month?
Book closure timing affects reporting, reconciliations, and investor updates.
Benchmarking
Strategic Finance
Are my margins normal for my industry?
We benchmark your margins and help you improve them.
Accounting
How do I know if these numbers are right?
Accuracy comes from Expertise.
Accounting
Operations
Can any of this be automated?
Almost always — we identify high-impact automation opportunities.
Accounting
Why does data look different across tools?
It’s usually a syncing issue — we fix the data flow.
Reporting
Accounting
How do I simplify revenue tracking across channels?
We centralize all sales channels so you always know what’s coming from where.
Reporting
Accounting
Are we recognizing revenue correctly or is there a different way to do it?
Proper revenue recognition avoids distorted margins and misleading results.
Accounting
What is my Chart of Accounts?
It’s the backbone of your financials and helps tell the story of your business. Learn more about optimized structures here.
Compliance
Who needs a 1099 and how do I send them?
Contractor compliance is strict. We make sure you send the right forms, on time.
Tax
Do I need to file anything extra because I operate in multiple states?
State rules are messy. We help you stay fully compliant and avoid penalties.
Tax
What deductions and credits am I eligible for?
There are dozens you may qualify for — we make sure nothing is left on the table.
Tax
Compliance
Should I restructure my entity to reduce taxes?
Your business structure affects how much tax you pay. We help you choose the one that keeps more money in your pocket.
Tax
Compliance
Am I taking advantage of all available deductions and credits?
Overlooked deductions can quietly drain cash. Knowing what you’re eligible for can add up fast.
Tax
Compliance
Are there state-specific tax savings or requirements I should be aware of?
Some states offer credits, others have stealthy franchise fees. Navigating this can lead to meaningful savings.
Forecasting
Strategy
Can I optimize my cash flow without cutting growth?
Yes, but only if you manage spend pacing, payment cycles, and capital access deliberately..
Operations
Accounting
How much cash flow did I generate last month?
Understanding your recent cash flow is more than just bookkeeping. It’s also clarity on how fast you’re growing.
Finance
Accounting
Book closure timing affects reporting, reconciliations, and investor updates.
If you need strategic insight beyond record-keeping, it’s time to go beyond bookkeeping.
Tax
Strategy
Should I restructure my entity to lower my tax burden?
Restructuring your business entity could reduce your taxable income and improve long-term flexibility.
Hire with confidence.
No spreadsheets required.
Back your hiring decisions with real financial insight, not guesswork.
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.