Your expert finance team.
Supercharge your business with month-to-month expert guidance to scale and grow your business without burning out.
Getting started with CounselFi is easy
Expert guidance from your own dedicated CFO to execute strategy like a Fortune 500 Company
Become a member and schedule intro call
A dedicated CFO is assigned to you. You'll schedule ongoing periodic sessions to start growing your business with expert guidance from your CFO.
Execute a profit & growth plan with your CFO
Once you've met your CFO, design your goals-based plan and meet periodically to track and improve progress.
Full strategic ongoing finance support
In between your scheduled sessions with your CFO, you will have access to a full-stack finance support team right on your dashboard for every day questions and how-to's.
A trusted CFO advisor at your side to grow, scale or keep your business healthy
Counsel Expertise
Get access to industry best expertise from entrepreneur CFOs that have done it all before
Personalized for you
We tailor our counsel to you, your goals, and your company for better decision-making
Wallet friendly
Value since day 1 - we guarantee you will get value from your monthly sessions or your money back
The best companies rely on experts
Run your business the way you want to with your unique goals in mind with the help of an expert by your side. Focus on goals. Achieve results.
"Having the financial expertise by my side is crucial to our company's success. I love talking through ideas and strategies with my expert CFO, from financing rounds to cash flow modeling and hiring decisions I feel I can compete with the biggest companies. I recommend CounselFi to everyone"
-Tami Fitzpatrick, Founder & CEO, Entropy Technology Design, Inc.
More cash and higher returns with no surprise pricing
Membership tiers built for you. Having an expert advisor has never been this easy and transparent.
"It would be tough to overstate how helpful Tamara and her team have been. This is the kind of guidance we've needed all along, that goes beyond tax accounting and really delves into every aspect of our finances. Tamara has been an invaluable resource for everything from little bookkeeping questions to huge strategic decisions. On top of that, Tamara's just a lovely person and easy to work with. I can't recommend them enough."
-Gabriel Snell, Practice Manager at Walnut Psychotherapy Center and COO of Walnut Wellness Fund
Seamless integration with all your favorite tools
We work with your favorite tools or we will recommend an ideal finance tech stack for your business in your industry.
Fortune 500 financial management for all - at a fraction of the cost!
- Your own dedicated CFO
- An on-demand team of finance and accounting experts to field your daily questions
- Assessments, frameworks and tools created for you and your company
- A CounselFi membership unlocks clear, upfront pricing with packages that cover your strategic finance needs
- Save time and make money, guaranteed. We're mission driven and our guarantee is if you don't find value get your money back!
Here's what our customers say
"Bringing CounselFi on as our CFO for my group therapy practice was the best thing I ever did for my business. It's only been a few months but already CounselFi has added value and continues to deliver month after month. Our CFO is easy to work with; she's personable, organized, and has a good sense of humor. We are really excited about our work with her and where she can help us take our practice. I highly recommend CounselFi for any small business."
-Alexandra Jacowitz, PsyD
Licensed Clinical Psychologist and Clinical Director, P.S. Therapy
"Tamara and her team were an outstanding finance resource for Rastellis.com while scaling from start-up model to double digit million run rate. Her teams not only handled our CFO level financials but helped guide our focus to particular KPI’s which have proven invaluable in our companies success. They have helped model and guide our teams on new growth opportunities from a fiscal view and continue scaling with us as we enter our next phase acceleration."
-Jonathan Yuska
President & CEO, Rastellis.com
Start with CounselFi
You ask for our expertise, we'll give you growth. We'll let CounselFi do the talking. Try it out right now.
