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EXCLUSIVE OFFER

Get an Instant, Free Health
Check for your Books

Get an Instant,
Free Health Check
for Your Books

Armed with financial clarity, you can take charge of your financials and focus on scaling your business.

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

How it Works

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.

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

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

FlowFi Flex

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

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

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

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