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What Our Clients Say

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.

Alexandra Jacowitz, PsyD

Clinical Director

P.S. Therapy, Healthcare

Having the financial expertise by my side is crucial to our company's success. I feel I can compete with the biggest companies.

Tami Fitzpatrick

Founder & CEO

Entropy Technology Design

Having CounselFi handle our books means I actually understand where our money is going on each job. That's changed how I bid.

Gabriel Snell

General Contractor

Construction

I used to dread financial reviews. Now I look forward to them because the numbers actually make sense.

Jonathan Yuska

Owner

Specialty Trades

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

Owner

Painting & Finishing

CounselFi dug us out of potential bankruptcy. They restructured our team, recovered $200K in invoices written off as uncollectible, and delivered a 305% positive cash swing and 748% increase in Net Profit by year end.

Prestige

Executive Leadership

Legal Technology

One advisory call changed everything. I reclaimed 20 hours a month, cut $5K+ in unnecessary costs, and got back 1.5 months of productive time per year. That's what a fractional CFO should do.

Kate

Founder

Five to Flow, Professional Services