Beta testers get the best of both worlds: full-service bookkeeping now and 3 months of discounted pricing.You’ll join our exclusive beta group and start using Flow Keeping right away — with dedicated onboarding and expert support from day one.
| Free to join | No upfront costs |
| Access to demo & practice accounts |  For training and internal use |
| Partner-only portal | Easily manage your clients |
| Exposure to FlowKeeping’s audience | Set yourself apart from the competition |
| Co-branding opportunities | Ideal for strengthening your branding and client loyalty |
| Flexible billing models | Choose firm-billed or client-billed |
| Firm-billed discount tiers | 1–9 clients: 10% off; 10–24 clients: 20% off; 25+ clients: 30% off |
| Client-billed revenue share tiers | 1–9 clients: 10% back; 10–24 clients: 20% back; 25+ clients: 30% back |
| Partner certification & training | Flow Keeping Certified Advisor™ program |
Starter
Growth
Scaling
Enterprise
| Target Monthly Expenses | $0 – $15k | $0 – $15k | $50k – $100k | $100k+ |
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| Bookkeeping Type | Cash basis | Modified Cash or Accrual | Modified Cash or Accrual | Modified Cash or Accrual |
| Monthly Tax-Ready Financial Package (P&L, Balance Sheet, Cash Flow) | Basic Reports | Advanced Reports | Advanced Reports | CFO-Type Insights |
| Dedicated U.S.-Based Bookkeeper & Support | |
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| Automated Selling Channel Integration & Payout Reconciliation | |
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| Automated Revenue Timing & Money-in-Transit Handling | |
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| Real-Time Financial Insights & KPI Dashboards | |
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| Accrual Accounting Available | |
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| Personalized Monthly Review Call | |
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| Advanced KPI Dashboards & Analytics | |
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| Custom Reporting & Scenario Planning | |
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| Year-End Tax Package for Your CPA | |
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Choose your bookkeeping service based on your average monthly expenses — we calculate this automatically once your accounts are connected.
Growth Plan
Established Plan
Premium Plan
| Description | Ideal for growing ecommerce or retail businesses ($100k–$1M in revenue) | Great for scaling ecommerce and retail businesses ($1M–$5M in revenue) | Designed for larger or multi-channel ecommerce and retail businesses ($5M–$20M+ in revenue) |
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| Included Users | 2 | 5 | Unlimited |
| Bank Connections | Up to 2 | Up to 5 | Unlimited |
| Ecommerce Channel Integrations | |
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| Quickbooks or Xero Journal Posting and Reporting Integration | |
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| Real Time Sales, Accounting, and Banking Financials | |
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| Automated Revenue, COGS, Processing Fees & Sales Tax Tracking | |
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| Sales Channel Payout Reconciliation | |
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| Core Dashboards & Advanced Categorization Logic | |
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| Multi-Channel Sales Consolidation | |
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| Advanced Analytics & Custom KPI Dashboards | |
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| Forecasting & Cash Flow Projections | |
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| Priority Support | |
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| Dedicated Account Manager | |
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| Customizable Business Branding | |
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