Specialized FinOps & Bookkeeping
Financial operations engineered for high-transaction US companies.
Whether you process thousands of orders on Shopify, untangle multi-gateway processor batch payouts, or need to clean up historical backlogs, our licensed CPAs and autonomous engine keep you audit-ready.
CPA-signed
Led & signed by a licensed CPA
Every month-end close, balance sheet reconciliation and corporate tax return is reviewed, audited and signed off by a licensed CPA.
1-click sync
1-click QuickBooks Online sync
Connect your existing QBO account during onboarding. Your chart of accounts, historical P&L and live transactions sync in under 5 minutes.
Multi-currency
Native Stripe & multi-currency
Stripe, Shopify, Mercury and neobanks like nsave and Wise reconciled down to the penny, in every currency you hold.
5-day SLA
Guaranteed 5-day close SLA
Books reconciled, CPA-reviewed and delivered within 5 business days of month-end. Miss the SLA and that month is free.
Practice Areas
Choose your specialized solution.
All services integrate bi-directionally with your existing QuickBooks Online or run as your primary FinOps platform, backed by licensed CPA oversight.
Specialized FinOps
E-Commerce Bookkeeping
Daily payout matching, merchant fee isolation, and multi-channel inventory tracking for high-volume Shopify, Amazon, and Stripe merchants. Books closed in 5 days, CPA-certified.
- Gross-to-Net Revenue Reconciliation
- Multi-Storefront Clearing Accounts
- 5-Day Month-End Financial Package
Autonomous Clearing Engine
Multi-Gateway Reconciliation
Stop guessing why Stripe deposits don't equal gross revenue. Our autonomous clearing pipeline matches batch payouts to orders, fees, refunds, and reserves with an immutable audit trail.
- Order-Level Payout Mapping
- Automated Fee Ledger Posting
- Reserve & Dispute Asset Tracking
CPA Backlog Resolution
Catch-Up Bookkeeping
Behind on your books for 6, 12, or 24+ months? Our CPA team and AI ingestion engine clean up, categorize, and reconcile your entire backlog into audit-ready financial statements for a flat project fee.
- Multi-Year Statement & Feed Ingestion
- Vendor Memory & Pattern Categorization
- Owner Draw & Transfer Untangling
Free · 20 minutes · with a licensed CPA
Ready to put your finance department on autopilot before year-end?
Book your free 20-minute CPA Financial & Tax Audit plus a live app demo. Our CPA team reviews your ledger and gateway setup to find misclassified deductions, multi-gateway clearing discrepancies and operational margin leaks. You get a 3-point summary checklist whether or not you sign up.
The Flex Finance 5-day SLA guarantee
We guarantee your monthly books will be reconciled, CPA-reviewed and delivered within 5 business days of month-end with 99%+ accuracy. If we ever miss our SLA, that month’s service is 100% free.
We check for
01
Misclassified deductions
02
Gateway clearing discrepancies
03
Margin and cash flow leaks
Prefer to talk first? (908) 484-6836
Book on Google Calendar & Meet
Google Meet · 20 MinPick a 20-minute slot below to schedule a Google Meet video call with a licensed CPA and add it directly to your Google Calendar.