Expert-powered
financial services
built for you.

Expert-powered
financial services
built for you.

Expert-powered
financial services
built for you.

FlowFi matches the best businesses with leading experts to help them with their bookkeeping, FP&A, and tax needs.

FlowFi matches the best businesses with leading experts to help them with their bookkeeping, FP&A, and tax needs.

98%

Satisfaction Rate

98%

Satisfaction Rate

3x

Faster
closing time

3x

Faster closing time

Top Expert

Top Expert

FlowFi is built for
your business

Owners want a better pulse on what’s going on in their business.

  • How much revenue have we generated so far this year?

  • Should I restructure my entity to lower my tax burden?

  • How much revenue have we generated so far this year?

  • Am I taking advantage of all available deductions and credits?

  • What were our food costs last month?

  • Are there state-specific tax savings or requirements I should be aware of?

  • How much revenue have we generated so far this year?

  • Should I restructure my entity to lower my tax burden?

  • How much revenue have we generated so far this year?

  • Am I taking advantage of all available deductions and credits?

  • What were our food costs last month?

  • Are there state-specific tax savings or requirements I should be aware of?

  • How much revenue have we generated so far this year?

  • Should I restructure my entity to lower my tax burden?

  • How much revenue have we generated so far this year?

  • Am I taking advantage of all available deductions and credits?

  • What were our food costs last month?

  • Are there state-specific tax savings or requirements I should be aware of?

  • When are our books going to be closed?

  • Can I optimize my cash flow?

  • What is the best way to handle owner compensation?

  • How much cash flow did I generate last month?

  • How much revenue have we generated so far this year?

  • Should I restructure my entity to lower my tax burden?

  • When are our books going to be closed?

  • Can I optimize my cash flow?

  • What is the best way to handle owner compensation?

  • How much cash flow did I generate last month?

  • How much revenue have we generated so far this year?

  • Should I restructure my entity to lower my tax burden?

  • When are our books going to be closed?

  • Can I optimize my cash flow?

  • What is the best way to handle owner compensation?

  • How much cash flow did I generate last month?

  • How much revenue have we generated so far this year?

  • Should I restructure my entity to lower my tax burden?

  • How much revenue have we generated so far this year?

  • Am I taking advantage of all available deductions and credits?

  • What were our food costs last month?

  • Are there state-specific tax savings or requirements I should be aware of?

  • When are our books going to be closed?

  • Can I optimize my cash flow?

  • What is the best way to handle owner compensation?

  • How much revenue have we generated so far this year?

  • Am I taking advantage of all available deductions and credits?

  • What were our food costs last month?

  • Are there state-specific tax savings or requirements I should be aware of?

  • When are our books going to be closed?

  • Can I optimize my cash flow?

  • What is the best way to handle owner compensation?

  • How much revenue have we generated so far this year?

  • Am I taking advantage of all available deductions and credits?

  • What were our food costs last month?

  • Are there state-specific tax savings or requirements I should be aware of?

  • When are our books going to be closed?

  • Can I optimize my cash flow?

  • What is the best way to handle owner compensation?

Our services

The right expert match for
all of your financial needs.

The FlowFi Expert Network is an invite-only community, curated with the best finance professionals across a variety of industries. Our matching technology combines technical skills with a chemistry rating to make sure you get the best fit possible for your business.

Ted B.

Expert

Expert

Expert

Expert

Jade P.

Expert

Expert

Expert

Expert

Sam S.

Expert

Expert

Expert

Expert

Fin Tech

$1-10M Revenue

Bookkeeping

Day-to-day tasks to ensure your books are closed accurately—and on-time—every month.

Accrual

Accounts Payable

Accounts Receivable

Inventory Management

cash balance

$870,500.25

$120,500

Jan

01

Feb

02

Mar

03

Apr

04

May

05

Jun

06

Jul

07

Aug

08

Sep

09

Oct

10

Nov

11

Dec

12

Financial Planning & Analysis

Focus on looking forward with an expert who helps you spot blind spots and look around corners.

Budgeting & Forecasting

Custom KPI Tracking

Cash Management

Expense Management

Investor Relations

CFO

Federal tax

State tax

Sales tax

Tax

Comprehensive support for all State and Federal filing needs.

Form 1120

Form 1065

Form 941

Sales Tax

Advisory

FlowFi Flex

For the remainder of your business needs. We match you with an expert as unique as your financial challenges.

Meet the Experts.

Match with a partner who is truly invested in you and your business.

  • 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

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 K.

VK Energy

Wondering if Your financials are in Good Shape?

Receive a Free, Instant Health
Check for Your Books

Receive a Free, Instant Health
Check for Your Books

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Check for Your Books

B

Great

Profit & Loss

3/4

Balance Sheet

3/5

Cash Flow

2/5

Chart of Accounts

1/5

Opportunity signed

1 min. ago

New customer opportunity!

9 min. ago

Opportunity signed

1 min. ago

New customer opportunity!

9 min. ago

Opportunity signed

1 min. ago

New customer opportunity!

9 min. ago

ARE YOU AN EXPERT?

Put your unique financial skillset to use.

Earn on your schedule and your own terms. Get matched with leading companies and join a community of like minded finance professionals.

FlowFi Inc.
We💙 LA

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 © Flow Finance Inc.

FlowFi Inc.
We💙 LA

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 © Flow Finance Inc.

FlowFi Inc.
We💙 LA

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 © Flow Finance Inc.