Business Advisory

🎉 Fluidbooks is now part of the Finalytics group.

Corporate Solutions for Growing Teams

Fluidbooks provides cost-effective, enterprise business services to small and mid-sized businesses looking to make their staple in today’s market.

Things to consider when hiring a business advisor:

Consultation Request

Company Formation

Ready to turn your passion into a business? Our startup assistance program will help you complete your formation documents, business plan, and budget. We also help evaluate software solutions, setup your bookkeeping, and develop employee manuals.

Design Services

Is miscommunication a problem in your company? Our advisors can help by conducting a thorough assessment of each departments needs, systems, and data flows to optimize your teams productivity.

Organizational Structure

Do you feel like you spend too much time entering the same data in multiple places? We can help you implement more efficient systems that offer software automation and two-way sync across your platforms. Think of it as a self designed cloud-based ERP.

Our clients save up to 90% on labor costs

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.

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 Founder, 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

Newsletter

Subscribe for Updates

Subscribe to receive phone and email communications from your Fluidbooks advisory team.

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

Stay Connected

Quicklinks

Let's Talk!

Toll-Free: (833) 853-0624

Weekdays 9 am-5 pm EST

Live Chat: 9 am-9 pm EST