FlowFi is an expert-powered financial services platform designed to match businesses with leading financial professionals. It specializes in bookkeeping, financial planning and analysis (FP&A), and tax services, ensuring clients receive tailored support to optimize their financial health. With a focus on improving business insights and financial management, FlowFi helps businesses navigate their financial challenges more effectively through its curated expert network.
Accounting • CFO Services • Startups • Financial Services • Technology
February 15
FlowFi is an expert-powered financial services platform designed to match businesses with leading financial professionals. It specializes in bookkeeping, financial planning and analysis (FP&A), and tax services, ensuring clients receive tailored support to optimize their financial health. With a focus on improving business insights and financial management, FlowFi helps businesses navigate their financial challenges more effectively through its curated expert network.
Accounting • CFO Services • Startups • Financial Services • Technology
• Act as the primary point of contact for our end clients. • Perform full cycle accounting activities such as general ledger entries, bank reconciliations, accounts payable and receivable management, and financial statement preparation. • Ensure accurate and timely completion of month-end and year-end closing processes. • Review and analyze financial data for anomalies, errors, and discrepancies, taking corrective actions as necessary. • Serve as the main point of contact for assigned clients, building strong relationships and understanding their unique accounting requirements. • Coordinate with clients to gather necessary financial information, resolve issues, and provide regular updates on book closure progress. • Address customer inquiries, concerns, and requests in a timely and professional manner, ensuring a high level of customer satisfaction. • Continuously evaluate existing accounting procedures and identify opportunities for process improvements, increased efficiency, and enhanced accuracy. • Collaborate with the management team to implement best practices, streamline workflows, and leverage technology to optimize accounting operations. • Ensure adherence to accounting principles, industry standards, and regulatory requirements. • Assist in the preparation of financial reports, including balance sheets, income statements, and cash flow statements. • Assist with audits and provide necessary documentation to auditors as required.
• Bachelor's degree in Accounting, Finance, or a related field. • CPA certification is preferred. • Proven experience in accounting roles, with a solid understanding of accounting principles and financial reporting • Experiencing working on multiple customers’ books each month, not just one business • Excellent interpersonal and communication skills to effectively interface with clients and team members • Strong analytical skills and attention to detail, with the ability to identify discrepancies and resolve accounting issues • Proficient in QuickBooks Online, NetSuite and Microsoft Office applications, with the ability to quickly learn new systems • Demonstrated ability to manage multiple tasks and prioritize workload in a fast-paced environment • Knowledge of relevant accounting regulations and compliance standards • Commitment to providing exceptional customer service and delivering high-quality results
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