Fractional experts for

your next inflection point.

Fractional experts for

your next inflection point.

Fractional experts for

your next inflection point.

Fractional Experts for

your next inflection point

Small businesses use FlowFi to work with experts who’ve solved their problems before. Top accountants, CFOs, HR leads, and tax specialists — handpicked for your business.

Small businesses use FlowFi to work with experts who’ve solved their problems before. Top accountants, CFOs, HR leads, and tax specialists — handpicked for your business.

1,000+

customers and counting

Every business eventually reaches a point where the numbers matter more than they used to.

At first, knowing what’s in the bank may feel like enough. But eventually, your balance stops telling the whole story. Payroll needs to be on time. Vendors need to be paid. Taxes need to be prepared. HR questions get harder to answer. And your systems need to keep up with your vision.

That’s where the experts come in.

FlowFi matches you with pre-vetted accounting, finance, and HR experts based on your unique business and the problems actually in front of you.

From day to day bookkeeping and cleanup to cash flow and employee handbooks, FlowFi experts help upgrade the way your business runs.

HR questions piling up?

HR questions piling up?

Is cash tight?

Is cash tight?

Not sure you trust your accountant?

Not sure you trust your accountant?

Are you behind on your books?

Are you behind on your books?

How can we help?

What does your business actually need right now?

What does your business actually need right now?

You may not know the answer, and that’s okay. Tell us what’s happening in the business today -- we’ll ask the right questions, understand what you actually need, and turn it into a clear gameplan tailored to you.

1

Start with a free consultation.

Answer short discovery quiz to share more about your business, priorities, deadlines, and where support is most needed.

2

We turn it into a clear game plan.

We map the areas identified, the urgency, and the type of expert who fits.

3

Match with the right fit.

Our proprietary matchmaker looks beyond resumes and job titles to identify the expert best equipped for your business and your needs.

Comprehensive service offerings

Master finance, tax, and HR with people who’ve done it before.

Master finance, tax, and HR with people who’ve done it before.

Bookkeeping & Accounting

Bookkeeping keeps the day to day activity organized and monthly reporting possible. That means transactions are categorized, accounts are reconciled, payroll and payments are recorded, and key items like AP, AR, revenue, COGS, accruals, prepaid expenses, deferred revenue, fixed assets, and expenses are reviewed.

Bookkeeping & Accounting

Bookkeeping keeps the day to day activity organized and monthly reporting possible. That means transactions are categorized, accounts are reconciled, payroll and payments are recorded, and key items like AP, AR, revenue, COGS, accruals, prepaid expenses, deferred revenue, fixed assets, and expenses are reviewed.

Controller Oversight

Controller support sits between bookkeeping and strategic finance. It makes sure the accounting is not just on-track, but optimized. That means reviewing the close, improving reporting, managing AP and AR visibility, catching issues, and making sure revenue, expenses, margins, payroll, liabilities, and balance sheet accounts are being handled the right way.

Controller Oversight

Controller support sits between bookkeeping and strategic finance. It makes sure the accounting is not just on-track, but optimized. That means reviewing the close, improving reporting, managing AP and AR visibility, catching issues, and making sure revenue, expenses, margins, payroll, liabilities, and balance sheet accounts are being handled the right way.

CFO & Strategic Finance

CFOs help you look around corners. That means planning, forecasting, budgeting, and answering hard questions. Can we afford the next hire? Which products channels are actually profitable? What happens if we raise prices? Cut costs? Borrow money?

CFO & Strategic Finance

CFOs help you look around corners. That means planning, forecasting, budgeting, and answering hard questions. Can we afford the next hire? Which products channels are actually profitable? What happens if we raise prices? Cut costs? Borrow money?

Tax Readiness & Planning

The better planning throughout the year, the easier it is to prepare, file, and identify opportunities before they are missed. That means estimated payment planning, 1099 preparation, sales tax, state filing support, entity structure review, owner compensation planning, and etc.

Tax Readiness & Planning

The better planning throughout the year, the easier it is to prepare, file, and identify opportunities before they are missed. That means estimated payment planning, 1099 preparation, sales tax, state filing support, entity structure review, owner compensation planning, and etc.

Cleanup, Catch-up & Special Projects

Catch-up work can mean a few months behind, a full year of missing books, or several years that were never fully cleaned up. That means historical reconciliations, chart of accounts fixes, payroll and loan review, AP and AR cleanup, reporting rebuilds, software migrations, audit prep, diligence prep, and one-time finance projects.

Cleanup, Catch-up & Special Projects

Catch-up work can mean a few months behind, a full year of missing books, or several years that were never fully cleaned up. That means historical reconciliations, chart of accounts fixes, payroll and loan review, AP and AR cleanup, reporting rebuilds, software migrations, audit prep, diligence prep, and one-time finance projects.

Verified expert network

The right match starts with the right network.

Our expert network is carefully curated, with every expert pre-vetted against a high bar for skill experience, communication, and real world fit. Our proprietary matching system looks beyond titles to guarantee the right fit.

Christina

Advisor

The right support, at the right

time, feels like magic.

The right support, at the right

time, feels like magic.

The right support, at the right

time, feels like magic.

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

How Baton Increased Revenue 4x with FlowFi

View Case Studies

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!

Vikki

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

Our books are finally right after more than 2 years! We’ve never had this level of clarity and support.

Abby

Live Tinteed

Deepica

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!

Reinhardt

A-Frame Brands

Ari

I’d like to express my genuine gratitude towards Melissa for becoming an integral part of my team. It’s invigorating to see someone other than the bookkeepers actively participating in the groundwork and providing ongoing assistance. The process can be quite daunting, and my focus is to get it right every time. Before FlowFi, our finance department was a black box. Now, it’s an asset and a catalyst for how we’ll get to the next level!

Doug

How FlowFi Helped the Flamingos Knock Their Finances Out of the Park

View Case Studies

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

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

How Baton Increased Revenue 4x with FlowFi

View Case Studies

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!

Vikki

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

I’d like to express my genuine gratitude towards Melissa for becoming an integral part of my team. It’s invigorating to see someone other than the bookkeepers actively participating in the groundwork and providing ongoing assistance. The process can be quite daunting, and my focus is to get it right every time. Before FlowFi, our finance department was a black box. Now, it’s an asset and a catalyst for how we’ll get to the next level!

Doug

How FlowFi Helped the Flamingos Knock Their Finances Out of the Park

View Case Studies

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

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

Our books are finally right after more than 2 years! We’ve never had this level of clarity and support.

Abby

Live Tinteed

Deepica

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!

Reinhardt

A-Frame Brands

Ari

Get matched

with your expert.

Whether you need bookkeeping, CFO guidance, tax support, or a full finance team — we’re here to help.

We’ll match you within 24 hours. No commitment, no sales pressure.

Get matched

with your expert.

Whether you need bookkeeping, CFO guidance, tax support, or a full finance team — we’re here to help.

We’ll match you within 24 hours. No commitment, no sales pressure.

Get matched

with your expert.

Whether you need bookkeeping, CFO guidance, tax support, or a full finance team — we’re here to help.

We’ll match you within 24 hours. No commitment, no sales pressure.

Frequently Asked Questions

What does FlowFi do?

FlowFi connects businesses with vetted accounting, finance, tax, CFO, and HR experts who can help clean up the books, close the month, prepare for taxes, improve reporting, and support better business decisions.

What types of businesses does FlowFi work with?

How is FlowFi different from hiring a local bookkeeper?

Why FlowFi instead of hiring someone myself?

What services can I get through FlowFi?

Can FlowFi help if my books are behind or messy?

Can FlowFi provide ongoing monthly support?

Can FlowFi help with taxes?

Can FlowFi provide CFO-level support?

Do I have to change my accounting software or business tools?

How does pricing work?

Who will I work with?

Accounting

for what's next.

© 2026 FlowFi. All rights reserved.

Accounting

for what's next.

© 2026 FlowFi. All rights reserved.

Accounting

for what's next.

© 2026 FlowFi. All rights reserved.