Run your Small Business with a Performance-based Finance & Accounting Team that Guarantees Results

Complete this short quiz to see if CounselFi is right for you!

Years in Operation? *

0-1 Years

2-5 Years

6-10 Years

10+ Years

Number of Employees? *

0-1

2-10

11-50

50+

What is your desired revenue goal for the next 12-24 months? *

$100 - $250k: I’m looking to streamline my bookkeeping and get this business off the ground

$251- $500k: I need my bookkeeping streamlined and my tax planning optimized by a CFO so I can move higher

$501k - $2M: I’d like to use advance finance strategies and tools used by the big corporations with the guidance of a CFO to ensure I'm growing in a healthy way and not burning out

$2.1M - $10M: I’m building something big and the complexities in my business require the attention of a finance team that’s been there done that. I need to work with the best CFO for my industry!

In your own honest opinion, what may be preventing you from hitting your goals? (check all that apply) *

My bookkeeping is not updated in a timely manner. I need updated financial reports so I can make better decisions going forward.

My bookkeeping chart of accounts is not optimized for maximum tax deductions. I need a pro to organize this correctly so I'm not leaving money on the table.

My cash flow management is poor. I need help managing the financial ups and downs of my business.

I don't understand how to setup and track KPI's for my business. I need guidance from a CFO to help me understand my key business drivers so I'm focused on what matters.

I need funding to grow. I need help from a CFO to get ready to take on investors.

I lack a clear strategy or plan. I need guidance for someone that understands my industry to guide me.

None of these apply

Enter your contact details to help our team better serve you!

Full Name *

Website *

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What's the best email to send you a demo booking link? *

If our solution aligns with your goals and we demonstrate a clear path to achieve them, are you open and ready to invest?

I’m ready and able to invest financially into solving this problem ASAP, provided you offer a viable solution.

Investing in my business is not a priority for me right now. I want to be upfront that my focus is currently elsewhere.

How did you learn about CounselFi?

Trusted by hundreds of Small businesses & Start-ups...

What Our Clients Are Saying...

Jonathan: Online Retailer Scaling from start-up to 10MM+

"Tamara and her team were an outstanding finance resource for Rastellis.com while scaling from start-up model to double digit million run rate. Her teams not only handled our CFO level financials but helped guide our focus to particular KPI’s which have proven invaluable in our companies success. They have helped model and guide our teams on new growth opportunities from a fiscal view and continue scaling with us as we enter our next phase acceleration."

-Jonathan Yuska, President & CEO, Rastellis.com

Tami: Technology firm Scaling with an Expert CFO

"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. I recommend CounselFi to everyone"

-Tami Fitzpatrick, Founder & CEO, Entropy Technology Design, Inc.

Ali: Psychology Practice Leveraging CFO Expertise to Optimize Operations

"Bringing CounselFi on as our CFO for my group therapy practice 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; she's personable, organized, and has a good sense of humor. We are really excited about our work with her and where she can help us take our practice. I highly recommend CounselFi for any small business."

-Alexandra Jacowitz, PsyD, Licensed Clinical Psychologist and Clinical Director, P.S. Therapy

Gabriel: Mental Health Practice Experiencing Financial Guidance Beyond Basic Accounting

"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. Tamara has been an invaluable resource for everything from little bookkeeping questions to huge strategic decisions. On top of that, Tamara's just a lovely person and easy to work with. I can't recommend them enough."

-Gabriel Snell, Practice Manager at Walnut Psychotherapy Center and COO of Walnut Wellness Fund

The Benefits of Working with a Benefit-Corporation (B corp)...

Benefit corporations are different from traditional corporations in regards to their purpose, accountability and transparency.

The purpose of a benefit corporation is to create general public benefit, which is defined as a material positive impact on society and the environment.