Question Answered

Well 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.

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

© 2025 FlowFi. All rights reserved.

We love