Bookkeeping · Tax · Compliance · CFO

Flowtive

Your US company, stress-free accounting.

We open your company, organize your finances, and help you grow. Proprietary technology and guaranteed response within 24 hours.

We handle the
leading platforms

Q
QuickBooks
S
Stripe
M
Mercury
W
Wise
G
Gusto
R
Ramp
B
Brex
X
Xero
Q
QuickBooks
S
Stripe
M
Mercury
W
Wise
G
Gusto
R
Ramp
B
Brex
X
Xero

The problem

Your accounting shouldn't feel like a second job.

Most companies in the US end up in one of three situations: accountants who don't reply, software that doesn't get their business, or spreadsheets built at 2 a.m. Flowtive exists so none of those become your reality.

No clear answers

You email on Monday and the reply comes Friday. If it comes at all.

No cross-border context

Your accountant doesn't understand what it means to operate across two countries and two tax systems.

No live tech

PDF reports already outdated when you open them. Zero real automation.

Entry routes

Where do we start with you?

Two clear paths depending on where your business stands today.

Don't have a company yet?

Start with Company Setup

We open your company in any state, file your EIN, set up bank account, website, and QuickBooks. Then you unlock 30% off Cleanup.

See Company Setup

Have a company but books are a mess?

Start with Cleanup

We clean your books, vendors, and receivables until everything is current. Then you unlock 25% off monthly Bookkeeping.

See Cleanup

Services

Four services. One philosophy.

Two entry doors to start right. Two recurring services to grow seriously.

Group A

Hook services · Entry to the system

Start here
01

Company Setup

Your US company up and running in under 14 days.

$700

One-time payment

  • Company formation in any state
  • EIN filed with the IRS
  • Custom Operating Agreement
  • Bank account setup (Mercury or Wise)
  • Template professional website included
  • Initial QuickBooks Online setup
  • 60-minute onboarding session
  • 14-day setup guarantee

Includes 30% off Cleanup afterwards

Most popular
02

Cleanup

Get your accounting in order, no matter how behind it is.

From $1,900

One-time payment

Three types of Cleanup based on your need:

  • Books cleanup (up to 12 months)
  • Vendors cleanup (accounts payable and pending invoices)
  • Receivables cleanup (AR and bad debt)
  • Full bank reconciliation
  • Automated transaction categorization
  • Identification of missed tax deductions
  • 1-on-1 review session
  • 30-day guarantee

Includes 25% off monthly Bookkeeping

Group B

Recurring services · Long-term partnership

Recurring
03

Bookkeeping

Your external finance team, every month.

$1,000/mo

$700/mo

Monthly recurring · 30% discount applied

Also available from $250/week

  • Full monthly bookkeeping
  • Weekly bank reconciliation
  • Monthly financial reports
  • Automatic transaction categorization
  • Federal and state annual tax filing included
  • Payroll managed in QuickBooks
  • 24-hour response SLA
  • Quarterly review meetings
Premium
04

CFO Strategy

We turn your numbers into decisions.

FREE initial consultation

Custom monthly plan after consultation

Designed for companies billing $30K+/month

  • Real-time custom financial dashboard
  • Profitability analysis by project, service, or product
  • Identification of unrecorded expenses
  • Quarterly forecasting and scenario modeling
  • Monthly, biweekly, or weekly meetings as needed
  • Support on strategic decisions
  • IRS issue resolution in under 90 days

CFO Strategy · Free consultation

The CFO you never had, now with no trial cost.

If you bill more than $30,000/month, we offer a free initial consultation. We build a custom financial dashboard for your company, identify where money is leaking, show you which project or service is most profitable, and leave you with a clear 90-day plan.

No commitment. No hard sell. If it doesn't deliver value, you don't pay anything.

Confirmed response in under 24 hours

Financial dashboard

Executive summary

Up

+34%

Profitability per project

vs last quarter

Up

$248K

Cash flow forecast

90-day projection

Up

3 lines

Top services

drive 78% of margin

Alert

$12.4K

Unrecorded expenses

identified this month

Revenue last 12 months

How we work

Three steps. Zero guesswork.

01

Discovery call

30 minutes to understand your business, your current numbers, and where it hurts. No commitment.

02

Clear proposal

You receive a written proposal with scope, price, and timeline. No fine print. No invoice surprises.

03

Operation in motion

We assign a single point of contact. Your portal goes live. We start within the next 72 hours.

Technology

We're not an accountant with WhatsApp. We're an operation with proprietary technology.

Automation on top of QuickBooks

Native integration, automatic categorization, assisted reconciliation. What an accountant does in hours, we do in minutes.

Live financial dashboards

Your KPIs in real time, not in a monthly PDF. Margin, runway, cash flow, accounts receivable — all accessible 24/7.

Automated compliance workflows

We detect anomalies, alert on upcoming tax obligations, and prepare documents automatically.

Human team behind every figure

Automation accelerates. People decide. Every client gets a real human point of contact with guaranteed 24h response.

Flowtive · Dashboard

Financial summary

MRR

$48.2K

+12.4%

Margin

62%

+3.1%

Runway

14 mo

stable

Cash flow · last 6 months

USD

MayJunJulAugSepOctNov

Compliance

Federal · current

Reconciliation

218 / 224 tx

Who it's for

Designed for those who build seriously.

Company that just opened
Setup

Company that just opened

You have a company, you have an EIN, but accounting is still unbuilt. We set everything up from scratch, organized and compliant from day one.

View Setup service
Operation with disorganized books
Cleanup

Operation with disorganized books

Your company has 12+ months of operation but accounting is delayed. We bring your history current, identify risks, and give you real visibility.

View Cleanup service
$30K+ company with IRS problems
Scale

$30K+ company with IRS problems

If your business already bills more than $30,000/month and has (or had) IRS problems, we resolve it in under 90 days with CFO Strategy.

View Scale service

About us

We're operators, technologists, and accountants, building the bookkeeping firm of the future. With proprietary technology, advanced automation, and real human attention.

We've spent over a decade running bookkeeping, tax compliance, and CFO consulting for companies in the US and Latin America. At Flowtive we're building what we always wanted to have: a firm that combines technical precision, intelligent automation, and direct conversation — without the friction of traditional firms or the coldness of pure software.

0+

Years of experience

Running bookkeeping and tax compliance for companies in the US and LatAm.

0+

Cases handled

From startups to established firms that trusted us with their books.

0%

Automated processes

Repetitive tasks solved with proprietary technology, without losing the human touch.

The team

The people behind your numbers

A small, senior team. No call centers, no rotating juniors. Every account has a real owner.

AU

Andres Urquijo

Founder & Head of Operations

Leads operations and client strategy. 12+ years building finance teams for US and LatAm companies.

KR

Kevin Rodriguez

Lead Bookkeeper · QuickBooks ProAdvisor

Owns monthly closes, reconciliation, and IRS compliance across the client portfolio.

LF

Luis Fernando Palacio

Tax & Compliance Lead

Federal and state filings, BOI, EIN, and entity structuring across all 50 states.

CP

Carlos Palacio

Head of Technology

Builds the automation layer on top of QuickBooks: dashboards, alerts, and reports.

We open your company in 14 days, or you don't pay.

If we don't have your US company formed, EIN filed with the IRS, and bank account opened within 14 business days from payment, we refund 100% of your Company Setup. No endless forms, no fine print, no withholdings. Just write us at support@flowtive.com with the case and we process the refund within the next 7 business days.

Operator reviewing company formation documents

Frequently asked questions

What we get asked often.

Add-ons

Additional services.

We work like Apple: the basics are included in your package. If you need something extra, we add it transparently.

ServicePriceType
Custom website (beyond template)From $497One-time
Integrated online storeFrom $1,497One-time
BOI Reporting filing (FinCEN)$297One-time
Registered Agent additional year$199/yearAnnual
Additional company formation$497One-time
Certificate of Good Standing$97One-time
Extra tax filing (non-standard form)From $297Per form

Contact

Tell us what you need to solve.

Select the service closest to your situation. We respond in under 24 hours, no commitment.

Which service interests you? *

0/1000

Confirmed response in under 24 hours.

Ready to operate with order?

A 30-minute call is enough to know if Flowtive is right for you. No commitment, no hard sell.

Confirmed response in under 24 hours.