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Best-in-class CFO expertise and bookkeeping for growing businesses

Bookkeeping PLUS

Bookkeeping for growing companies looking for peace of mind, insights, better reporting and KPIs with plans starting at $499 (add $250 for construction clients)

$499
Billed
Monthly
Get Started

This Plan Includes:

  • Dedicated Accountant
  • CFO-Led Bookkeeping Team Supervision
  • Monthly financial statements, reports, and insights
  • Core KPIs and business drivers
  • Year-end tax ready reporting
  • Unlimited email support

Controller Premium

Monthly 1-on-1 calls with your dedicated Controller and business expert to analyze business performance and drive growth with plans starting at $750 (add $250 for construction clients)

$750
Billed
Monthly*
Get Started

This Plan Includes:

  • Everything in PLUS, plus:
  • Dedicated Controller
  • Monthly 1-on-1 Controller Meetings
  • Financial Analysis and Advice
  • Basic Tax planning
  • HR and hiring support
  • CounselFi Concierge Support

CFO Complete

Let us tailor a CFO and back office plan to meet the unique needs of your business with plans starting at $2,250

$2,250
Billed
Monthly
Get Started

This Plan Includes:

  • Everything in CFO Premium, plus:
  • Dedicated Controller
  • 1 or more monthly meetings
  • Custom dashboards and advanced KPIs
  • Strategic planning support
  • Forecasting and budgeting
  • Full back office support

Here's what you get whichever plan you pick

1

Evergrow Bookkeeping Method

CounselFi's proprietary bookkeeping method optimizes your books and sets you up for maximum tax savings and profitability, becoming a driving force for growth

2

Dedicated Expert

Whether you're on a bookkeeping or CFO plan you'll have access to a dedicated expert and team that will provide ongoing and on-demand expertise.

3

Ongoing financial health

Every plan comes with ongoing financial health reviews.

4

CounselFi Guarantee

If we have not saved you or helped you grow $10,000 per year, or the annualized cost of your subscription, we will provide 3 months of the CFO Premium plan on us.

Frequently Asked Questions

Feeling unsure? These might help!

Will I work with the same CFO or bookkeeper every month?

Yup, you will have continuity. CounselFi will feel like an extension of your team.

What happens if I want to cancel my subscription?

You can cancel your subscription any time. There are no hidden clauses, no strings attached.

Are there yearly plans available?

Yes, there are. Save 10% on any plan when booked annually.

Where can I purchase an add-on?

Once you've subscribed to a plan above send a message inside your portal to your dedicated support team.

Can I design a custom plan?

Definitely, call us and we'll design a custom plan that works for you.

Can I upgrade my plan after signing up?

You can. Just get in touch with our customer support team and they'll help you with the process.

What is your guarantee?

We guarantee your CFO or bookkeeper will unlock value for you and/or your business. If we have not saved you or helped you grow $10,000 per year, or the annualized cost of your subscription, we will provide 3 months of the CFO Premium plan on us.

Do you offer referral programs?

We do. Please email customer support or your expert for more information.

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