Where Cash Flow Meets Clarity

Strategic insight. Practical Solutions. Trusted financial guidance.

Our Services

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Fractional CFO Services

  • Strategic Financial Leadership

  • KPI Development & Performance Tracking

  • Financial Modeling

  • Capital Planning & Investor Readiness

  • Systems & Process Improvement

  • Trusted Advisor

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Financial Management

  • Accurate, Timely Bookkeeping

  • Month-End Close

  • Cash Flow Forecasting + Management

  • Custom Financial Reporting

  • Project Evaluation Assessments

  • Pro Forma Financials

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Tax Advisory

  • Tax Strategy Optimization

  • Proactive Tax Planning

  • Customized Advisory

  • IRS and State Compliance Support

  • Business, Nonprofit & Personal

  • State and Local Tax (SALT)

Core Values

Clarity

We believe numbers should empower action. We deliver insight with simplicity and purpose — helping clients make smarter, faster decisions with confidence.

Precision

Details matter. From reporting to planning, we execute with discipline and care — because accuracy fuels opportunity.

Excellence

Striving for superior quality in services, ensuring accuracy, relevance, and timeliness in all deliverables.

Passion

We’re energized by serving our clients. Our work is rooted in curiosity, creativity, and a genuine drive to help businesses thrive.

Who we are

Modern financial advisory firm providing strategic guidance, cash flow clarity, and CFO support for growing businesses.

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Founder’s Note

Flow + Ledger CPA was founded by a seasoned CFO with experience across nonprofits and private enterprises. After years of leading finance, accounting, and operations teams, the vision was clear: bring strategic clarity, practical insight, and high-integrity financial support to businesses ready to grow with confidence.

Contact Us

Let’s Talk Numbers (or Anything, Really)

Got a question, a spreadsheet emergency, or just want to chat tax strategy over coffee? Drop us a line. We’re better at replying to messages than the IRS.

Fill out the form on the right or schedule a 30 minute meeting and we’ll be in touch faster than you can say “deductible.”