Fluidbooks Corp. – Accounting & Business Advisors

🎉 Fluidbooks is now part of the Finalytics group.

Fluidbooks

We Keep Your Business FlowingGrowing

Advisory to Help You Achieve Long-Term Financial Growth

Accounting Services

Professional financial insights and advisory backed by advanced analytics that can help you capture opportunities to increase your profitability and achieve your organizational goals.

Business Advisory

Cultivate engagement and motivation with a vibrant corporate culture, strong organizational structure, and effective HR practices. Achieve goals with a supportive and stimulating workplace.

Software Consulting

Increase efficiency and quality of service with software automation for optimal outcomes. Reduce errors, prioritize customer loyalty, productivity, and market competitiveness.

Our Mission

Empower Entrepreneurs Through Financial Advisory

Our goal is to provide financial insights that guide teams toward sustainable growth by leveraging the power of accounting and data analytics. We listen carefully to our clients’ needs and customize strategic solutions to help them navigate the financial landscape of today’s global market and reach their goals.

Looking for innovative accountants who can help you achieve your financial goals? Consider Fluidbooks. Our team has been embracing remote work since 2016, resulting in lower costs, higher ROI for clients, and a greater focus on satisfaction and responsiveness. Whether you’re a business owner or an individual seeking financial guidance, Fluidbooks has the expertise and experience to help you succeed. Contact us today to learn more about our services.

100%

Return on Investment

98%

Client Satisfaction

96%

Responsiveness

Our Services

We're an Extension of Your Team

Our company's business solutions are custom-designed to seamlessly integrate with both your onsite and remote teams.

Bookkeeping

Gain control of your cash flow to make financially-strategic decisions with real-time insights.

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Payroll

Create a seamless process for your talent acquisition, payroll processing, and benefits administration needs.

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Tax Preparation

Annual income tax preparation and quarterly estimated payments for individuals and businesses.

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Software Consulting

Expert assistance with software setup, integrations, and training for QuickBooks, Xero, and 3rd party apps.

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Business Advisory

Company formation, logo design, website development, and more for startups and expanding companies.

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Notary Public Services

Onsite and remote online notarizations by our bonded, insured, and background checked notaries.

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Why Choose Us

Predictable Profitability

At Fluidbooks, we leverage advanced technology to provide valuable insights into your business performance. Our platform seamlessly integrates financial and non-financial data to help you devise effective profit strategies. With our innovative approach, you can gain a holistic understanding of your operations and make informed decisions that drive growth and success. Trust Fluidbooks to power your business towards a brighter future.

Transparency

Maintain ownership of your financial data and view the progress of our work through audit logs and our client portal.

Security

We safeguard your confidential information by using bank-level encryption and multi-factor authentication across all systems.

Innovation

We are constantly evaluating our systems to ensure we are providing exceptional accounting services and cllient support.

Financial Accessibility

Securely access your financial information and reporting dashboard from your electronic device 24/7.

Testimonials

Reviews From Our Clients

Lola Vazquez was extremely helpful. I needed a revision on a logo and she was able to provide her service in a timely fashion. Great communication. Will be using in the future.

Rashaun Myrie Owner, ARAW NYC

I always use Turbo Tax to file my taxes... I thought I knew what I was doing until I owed $876. Within 5 minutes Balanced ATM identified the problem, corrected it and now I’m getting a $2k refund to buy a new motorcycle. I’m so glad I made that call.

Roy Diaz Tax Client

Good professional assistance. Very high value.

Adrian Perez Co-Founder, The Perfect Wife Concierge

We had a good professional experience.

Alicia Jackson Senior Vice President, MEE Productions

Our experience has been favorable and cohesive to our immediate needs.

Raulanda Mendoza Head of Finance & Accounting, TPC Plastics

Fantastic! Above and beyond! The communication and service were excellent. Very fair rates. Thank you so much Lolita!

Ralph Starkweather Freelance Photographer | Samy's Camera

Lolita, and the whole team are super professional, courteous and knowledgeable. They have gone above and beyond to help my business grow with their holistic approach. Their approach keeps in mind finance, market, and non-finance metrics. I highly recommend Fluidbooks!

Alex Goldfinger Co-Founder | Goldfinger Cleaning Solutions

Gain the financial insights you need to keep your business flowing.

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Toll-Free: (833) 853-0624

Weekdays 9 am-5 pm EST

Live Chat: 9 am-9 pm EST