Our Mission
We are mission-driven finance experts dedicated to helping you thrive and profit.
To give everyone access to world-class CFOs, empowering entrepreneurs to build more successful companies.
Who We Are
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.
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 is the foundation of our company. We value working with growing businesses to give them the support and guidance they need to scale.
B-Corp Certified
CounselFi cares deeply about our mission and 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.
Our Core Values
How We Achieve Our Mission
We do things differently. Growth, scale, profit and cash flow require rich dialogue with a CFO and periodic reviews. Our process was reimagined to deliver value in every session.
Sessions-Based
You schedule sessions with your dedicated CFO to engage in rich dialogue about all the issues you need to run and grow your business better.
Small Business Focused
We focus on growing businesses with less than 500 employees. That means we've created an expertise specifically for your business.
Modern Tech
The CounselFi portal 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 — reducing manual work and keeping everything organized.
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.