CounselFi

CounselFi is a Finance as a Service (FaaS) B-Corp on a mission to give everyone access to world-class CFOs, empowering entrepreneurs to build more successful companies. We are committed to overhauling the back-office experience for small business owners, putting strategy at the forefront of decision-making. Our story started in 2016, and we officially launched CounselFi in 2022 after perfecting our framework to help companies scale. We provide expert bookkeeping and on-demand CFO services to small businesses and startup founders across a range of industries. Our people-first approach means we built CounselFi to help people thrive while helping businesses scale and grow without burning out. Each client gets a dedicated CFO expert who delivers personalized strategic finance guidance typically reserved for Fortune 500 companies, but at a fraction of the cost. Our team works with your favorite tools or recommends an ideal finance tech stack for your business. We integrate seamlessly into your operations, offering everything from financial KPIs and cash flow modeling to strategic planning and valuation support. Whether you are just starting out or scaling your existing business, our mission-driven team is here to provide the expert guidance you need to execute your strategy and achieve your goals.