CounselFi | Our Mission

Our Mission

To give everyone access to world-class CFOs empowering entrepreneurs to build more successful companies.

People-first

We built CounselFi to help people thrive. To make life easier for entrepreneurs and their companies. To unlock value within every business driver (after all, we're entrepreneurs first, CFOs second).

Service-driven

Our service is our hero. The time we commit to understanding and helping solve each plan for every entrepreneur and their company is the foundation of our company (after all, we're developers and creators first, entrepreneurs second). We value working with growing businesses to give them the support and guidance they need to scale.

We're a mission driven B-Corp

CounselFi is a growing startup that cares deeply about our mission and our values. From giving our employees the flexibility to work 4-day workweeks to treating every entrepreneur's mission as our own, we're proud to share our work with You.

We believe the difference between success and failure is a better understanding of business drivers and metrics. We believe that giving every entrepreneur access to world-class CFOs will increase the overall small business success rate.

We believe that reimagining the CFO role and the financial expertise business dynamics that we can offer a CFO on board every company at a price point accessible to all.

But most of all, we believe in your mission. And when your mission is achieved, so is ours.

Our core values define our work

We believe these are what make our product so enduring and well-loved.

Empathy for our clients

Creativity in approach

Empathy for our employees

Commitment to innovation

Commitment to value creation

Transparent pricing

Accountability for every step

Bcorp: People, planet, profit

How will we achieve our mission?

How do we keep prices affordable and keep quality high?

We do things differently. We are sessions based. Growth, scale, profit and cash flow require rich dialog with a CFO and periodic reviews.

Our process reimagined the process to deliver value in every session.

Sessions-based

You schedule sessions with your dedicated CFO to engage in rich dialogue about all of the issues you need to run and grow your business better. (You'll start looking forward to all your monthly reviews)

Small business focused

You can throw any issue or question at us and we can handle it. We focus on growing businesses with less than 500 employees. That means we've created an expertise for your business.

The best of modern tech

The CounselFi app portal was designed with this reimagined process in mind. It is your go to space for meeting notes, files, scheduled meetings and your goal-plan progress.

Automation

All your work in one seamless portal for easy collaboration

We are mission driven finance experts dedicated to helping you thrive and profit.