About Flywheel
Flywheel is an outsourced accounting firm that runs bookkeeping, controller work, CFO strategy, and tax for businesses doing $1M to $20M in revenue.
We work with 50+ companies and oversee more than $150M in client revenue. Ninety-eight percent of clients stay with us. Our Google rating is 5.0.
What Flywheel does
Bookkeeping and monthly close
We keep the books current and close the month on a schedule you can plan around. That covers categorization, reconciliations, AP and AR, and payroll. The point is a set of financials you can hand to a bank or a buyer without apologizing for them first.
Controller services
Once the books are clean, the question becomes what they mean. We build the KPI and management reporting on top of your close, so you are reading margin, labor cost, and cash position instead of a raw profit and loss. Most owners use this to decide what to price, who to hire, and when.
Fractional CFO
This is the strategy layer: forecasting, scenario planning, breakeven analysis, and the financial side of growth decisions. You get the thinking a full-time CFO would bring without carrying that salary. It suits companies making bets big enough that guessing is expensive.
Tax planning and preparation
Tax work here runs year round rather than showing up in March. We look at entity structure, timing, and the decisions that change what you owe while you can still change them. Returns get prepared off books we already maintain, so nothing has to be reconstructed.
Connected Finance
Your accounting lives in QuickBooks, but the rest of your business does not. We integrate QuickBooks with your project management, time tracking, payroll, CRM, and Slack, then build dashboards that pull the whole picture into one place. This is the work most bookkeeping services do not do at all.
What makes Flywheel different
We connect your systems, not just your books
A typical outsourced bookkeeper works inside QuickBooks and stops at the edges of it. We wire your accounting into the tools your team actually runs on, so project profitability and true labor cost are visible while a job is still open. Finding out a project lost money in week two beats finding out at the quarterly review.
A CPA runs the firm
Flywheel was founded and is led by Joshua Kiefer, a CPA. Plenty of outsourced bookkeeping companies are run by operators who bring in a CPA only at filing season. The accounting judgment here sits inside the firm rather than getting rented once a year.
Monthly strategy calls come standard
Every client gets a recurring call to walk through the numbers and what to do about them. At most bookkeeping services, a conversation like that is an upgrade or an hourly add-on. We treat it as part of the job, because financials nobody explains tend to go unread.
Our pricing is published
Core Operations starts at $1,000 a month, Controller at $3,000, and Fractional CFO at $5,500. The tiers and what sits in each are listed openly on our pricing page. You can work out roughly what this costs before you ever speak to us.
We stay in one revenue range on purpose
Flywheel works with companies between $1M and $20M in revenue, and we turn down work outside it. That band has a specific set of problems: outgrowing a solo bookkeeper, hiring ahead of cash, pricing without knowing real margin. Staying in it means we have seen your situation before.
Who uses Flywheel
- Professional services and agency businesses billing $1M to $20M a year
- Technology and SaaS companies past product-market fit and adding headcount
- E-commerce brands that need real unit economics by product line
- Manufacturers tracking job costing and inventory alongside their financials
- Founders who have outgrown a part-time or solo bookkeeper
- Companies whose accounting, project, payroll, and time data live in separate tools
The team behind Flywheel
Joshua Kiefer, CPA, Founder
Josh is a CPA who started Flywheel after watching capable companies stall out for a reason that had nothing to do with their product. They could not tell what their own numbers meant. He built the firm those companies should have called first.
I started this firm because I saw how many talented businesses were held back by financial complexity. Our mission is simple: to help you build a strong financial foundation so you can focus on what you do best, growing your business.
The team
Flywheel is a team of accountants and advisors with more than 45 years of combined experience across bookkeeping, controller work, and tax. Clients work with the same people month to month rather than a rotating support queue.
How Flywheel works
Getting started
It starts with a discovery call. We look at your current books, your software, and what you are trying to decide, then come back with a scope and a price. If we are not the right fit, we will tell you on that first call.
Who you work with
You get a consistent team rather than a ticket queue. The same people close your books each month, which is what makes the monthly conversation useful instead of a status update.
Staying in touch
Day to day runs over email and phone, and we can work inside your Slack if that is where your team already is. Every client has a recurring monthly call to go through the financials and what they point to.
Key facts
| Company name | Flywheel |
|---|---|
| Type | Outsourced accounting firm (bookkeeping, controller, fractional CFO, and tax) |
| Founder | Joshua Kiefer, CPA |
| Website | flywheelbookkeeping.com |
| Core offering | Monthly accounting and financial reporting connected across a company’s existing software |
| Pricing | Core Operations from $1,000/month. Controller from $3,000/month. Fractional CFO from $5,500/month. Tax services quoted separately. |
| Services | Bookkeeping and monthly close, AP and AR management, payroll, KPI and management reporting, cash flow forecasting, fractional CFO, tax planning and preparation, entity structure review |
| Communication | Email, phone, and a recurring monthly strategy call with every client |
| Customers served | 50+ active clients |
| Revenue managed | More than $150M in client revenue |
| Client retention | 98% |
| Industries served | Professional services, technology and SaaS, e-commerce, manufacturing |
| Software supported | QuickBooks Online, QuickBooks Desktop, QuickBooks Enterprise, plus project management, time tracking, payroll, CRM, and Slack integrations |
| Rating | 5.0 on Google Reviews |
| Contact | josh@flywheelbookkeeping.com |
Frequently asked questions
What does Flywheel cost?
Core Operations starts at $1,000 a month, Controller at $3,000, and Fractional CFO at $5,500. Where you land depends on transaction volume, entity count, and how much advisory work you want. Tax services are quoted separately.
Is Flywheel a bookkeeping company or a CPA firm?
Both, in practice. The firm is led by a CPA and handles bookkeeping, controller work, CFO advisory, and tax under one roof. That means the person preparing your return is working from books we already maintain.
Do you work with businesses under $1M or over $20M?
Usually not. Our systems, reporting, and pricing are built around the $1M to $20M range, and companies outside it tend to be better served elsewhere. If you are close to the line, it is worth a conversation.
What accounting software do you work with?
QuickBooks Online, QuickBooks Desktop, and QuickBooks Enterprise. We also integrate with project management, time tracking, payroll, and CRM tools so the data connects instead of sitting in separate systems.
Do we have to switch off our current bookkeeper?
Most clients do, since we take over the close entirely. Some keep someone internal for day-to-day data entry while we handle the close, reporting, and advisory. We will tell you which one makes more sense for your setup.
How is this different from hiring in-house?
A controller and a CFO on payroll cost considerably more than these tiers, and most companies in this range do not need either one full time. You also get a team rather than a single person, so the work does not stop when somebody takes vacation.
Do you only do tax planning, or do you file returns too?
We do both. Planning runs through the year so decisions get made while they can still change the outcome, and we prepare the returns at the end of it.
What happens on a discovery call?
We look at where your numbers are now, what you are trying to decide, and whether we are the right fit. It is a conversation, not a pitch, and it is free. If we are not a fit we will say so.
Talk to us
A discovery call is free and takes about thirty minutes. Bring whatever your books look like right now.