Fractional CFO services for businesses ready to stop guessing.
Get a dedicated US-based CFO who knows your numbers, spots the problems early, and tells you exactly what to do — for less than the cost of a part-time employee.
Client stories
What our clients say
"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."
Tami Fitzpatrick
Founder & CEO, Entropy Technology Design, Inc.
"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 — from little bookkeeping questions to huge strategic decisions."
Gabriel Snell
Practice Manager, Walnut Psychotherapy Center
"Bringing CounselFi on as our CFO 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, personable, organized, and has a good sense of humor."
Alexandra Jacowitz, PsyD
Clinical Director, P.S. Therapy
"Tamara and her team were an outstanding finance resource while scaling from start-up model to double digit million run rate. Her team not only handled our CFO level financials but helped guide our focus to particular KPIs which have proven invaluable in our company's success."
Jonathan Yuska
President & CEO, Rastellis.com
"Developing it to a real business that is run by the numbers is what we needed. We kind of needed to level up. And I think that's what you guys have done for us."
Piedmont Paint & Finish
What's included
Everything a CFO does. Nothing you don't need.
We work alongside your bookkeeper or handle the books ourselves — and layer in the strategic financial guidance that helps you grow profitably.
Monthly Financial Reviews
A dedicated CFO reviews your P&L, balance sheet, and cash position every month — and tells you what it means in plain language.
Revenue & Margin Analysis
Know exactly which products, services, or clients are profitable and which are dragging down your margins before it's too late to course-correct.
Cash Flow Forecasting
Stop guessing when cash gets tight. We model 13-week rolling forecasts so you can make payroll, pay vendors, and invest with confidence.
Budgeting & Growth Planning
Set revenue targets tied to your actual capacity. Know what it takes to hit your next milestone — and the one after that — without burning out.
Pricing & Cost Structure
Most businesses underprice because they don't know their true cost to deliver. We model it precisely so every sale covers your costs and generates profit.
Investor & Bank Readiness
Need a line of credit, SBA loan, or investor deck? We prepare clean financials and projections that give lenders and investors confidence.
Fit check
Is a fractional CFO right for you?
Good fit
- You run $500K–$10M in annual revenue
- You don't have clear visibility into your profitability
- Your bookkeeper can't answer financial strategy questions
- You want to grow but aren't sure what you can afford
- You've outgrown your current accountant
- You're making pricing and hiring decisions based on gut instinct
Not the right fit
- You're pre-revenue or under $500K and not yet ready to invest in finance
- You have an in-house CFO already in place
- You're looking for tax preparation only
Not sure where you fall? Book a free call — we'll tell you honestly if we're the right fit.
Free, no-obligation consultation
Book Your Free Consultation.
We'll review your numbers, identify where you're losing margin, and tell you exactly what a fractional CFO engagement would look like for your business.