Fractional CFO & Bookkeeping
A finance team built around your stage of growth.
Bookkeeping, fractional CFO, and strategic finance — priced transparently and matched to where your business actually is. From clean books to boardroom-ready projections.
Prefer to talk? Call (888) 597-1929
Trusted by growing businesses
Join 50+ businesses growing with CounselFi
Plans for every stage
Choose the service level that fits your business
Four tiers that grow with you — from clean books to full strategic finance. Transparent monthly pricing, no long-term contracts.
What we do
What's included in every engagement
Every CounselFi plan is built on the same foundation: a dedicated team, clean financials, and real guidance on the decisions that move your business forward.
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.
Client stories
Real businesses. Real results.
From $2M contractors to 8-figure e-commerce brands, our CFOs help owners make better decisions with better numbers.
“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
How it works
Your on-demand CFO, three simple steps
Become a member
Book a free consultation. We'll review your current financials, understand your goals, and create a custom plan tailored to your business.
Execute your plan with a dedicated CFO
Your CFO digs into your numbers, identifies opportunities, and implements the financial systems you need to grow profitably.
Ongoing strategic support
Monthly reviews, cash flow forecasting, and real-time guidance. We're in your corner for every financial decision — big or small.
Seamless integration
Works with your favorite tools
We connect directly to the software you already use — no switching platforms, no manual data entry.
...and many more. If you use it, we most likely integrate with it.
Is this right for you?
We partner best with growing businesses
Good fit
- You run $500K–$10M in annual revenue with consistent cash flow
- You don't have clear visibility into which products, clients, or projects are profitable
- Your bookkeeper handles the numbers but can't help with strategy
- You want to grow but aren't sure what your finances can actually support
- You've outgrown DIY books and need CFO-level thinking
- You're making pricing and hiring calls based on gut instead of data
Not the right fit
- You're pre-revenue or just getting started — we partner best with businesses that already have steady revenue
- You have an in-house CFO already on your team
- You're looking for tax preparation only, with no ongoing finance partnership
Not sure where you fall? Book a free call — we'll tell you honestly if we're the right fit.
Ready to get clarity on your numbers?
Book a free consultation or give us a call — we'll help you pick the right plan for where your business is today.