We believe that financial clarity creates freedom — the kind that allows you to focus on what you do best. Whether you’re an entrepreneur growing a business or an individual looking to take control of your personal finances, we provide the guidance and structure to help you move forward with confidence.
Flow State FinancialsBookkeeping for Entrepreneurs & Small Businesses
For business owners, financial stress can be a major distraction. That’s where we come in. We offer bookkeeping and monthly accounting services designed to help entrepreneurs and small businesses stay organized, compliant, and informed. From reconciliations to expense tracking, we ensure your numbers are accurate so you can focus on the work that truly lights you up.
Money & Mindfulness: A Virtual Group Program
Finances don’t have to feel overwhelming or restrictive — they can be empowering. Our Money & Mindfulness program is an 8-week guided group experience designed for individuals who want to build a healthier relationship with money. We combine practical financial strategies with a mindful approach, helping you align your spending, saving, and investing with your values. Whether you're working toward debt freedom or planning for future goals, this program provides the tools, guidance, and community support to help you thrive.
Why Flow State?
Flow State is where ease and focus meet. It’s about stepping into your work and life with clarity, knowing that your finances are working for you — not against you. Our goal is to remove the stress of money management, whether through expert bookkeeping or our group financial sessions, so you can move forward with peace of mind.
We’re based in San Francisco and Miami, but our virtual model allows us to support any individuals or businesses in the US.
A Holistic Approach to Business & Personal Finances
Our services are designed to complement one another. If you’re an entrepreneur so focused on your business that your personal finances get pushed aside, we can help you regain balance. And if you have a dream of starting your own business but need to strengthen your personal finances first, we’ll guide you through the steps to get there. Financial well-being is about the big picture — your business and personal finances should support each other, not compete for your attention. Flow State Financials is here to help you find that balance.