Services

🎉 Fluidbooks is now part of the Finalytics group.

Experience the Fluidbooks Difference

Our team of experienced professionals conducts a thorough analysis of your business operations and devises strategies for its improvement. By integrating software automation with financial analytics, we provide valuable insights into your marketing initiatives, streamline administrative processes, and optimize customer experiences. Our approach is designed to enhance your company’s performance and enable you to stay ahead of the competition.

Why do you need a cloud-based ERP?

Provide uniformity in your product and service delivery
Geolocation tracking reduces payroll and field service conflicts
Automate data entry process by integrating with other cloud-based systems
We help you build a productive organization to attract and retain valuable talent

Our clients save up to 90% on accounting

Nationwide Averages Reported by the Bureau of Labor Statistics

The average cost of hiring an in-house bookkeeper is around $45,860 annually. Fluidbooks clients get an advisory team for as low as $0.19 per hour.

Our Clients

Industries We Service

We specialize in bookkeeping, payroll, software consulting, and business advisory for clients in the following industries.

Professional Services

Our team has helped doctors, insurance agencies, special needs treatment facilities, medical equipment manufacturers, and law firms with their financial compliance.

Retail & e-Commerce

Connect your storefronts, pop-up shops, and online commerce channels to a central management system for timely order fulfillment, minimize inventory shortages & overstock, and focus your promotions.

Marketing Agencies

While you're designing awesome PPC ads and social content, Fluidbooks is crunching the numbers on your true cost per lead and more.

Real Estate Services

We help real estate education providers, brokers, agents, and property managers their overhead, travel, commissions and more to stay tax ready year-round.

Food & Beverage

We help caterers, mobile food truck vendors, and quick & full service restaurants improve their prime costs, inventory, payroll, and cash flows.

Events Management

We've supported events management agencies with their U.S. and international events with major brands with progress invoicing, project profitability reporting, supplier payments, payroll, and more.

Lawn Care & Landscaping

Our solutions cut the hassle out of growing your business with field service management with route optimization, geolocation time tracking for payroll, recurring service billing, and more.

Adult & Childcare Centers

We optimize the enrollment, attendance, and curriculum management processes to simplify your accounting so you can focus more on providing comfort and care.

Personal Grooming

We partner with the nail techs, nail salons, beauty supply stores, barbershops, beauticians, and makeup artists who are helping their customers slay their confidence through self care.

Financial Accessibility

Access our client portal on all of your electronic devices to exchange encrypted messages and files with your Fluidbooks Advisory team. We deliver financial insights on-the-go so you can make informed decisions everywhere your business takes you.

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Toll-Free: (833) 853-0624

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Live Chat: 9 am-9 pm EST