Best-in-class CFO expertise and bookkeeping for growing businesses

Bookkeeping CORE

Bookkeeping for solopreneurs, solo practitioners, and small businesses with streamlined needs
$299
Billed
Monthly
Subscribe
This Plan Includes:
Dedicated bookkeeper
Cash basis bookkeeping
Monthly financial statements
Year-end tax ready reporting
Unlimited in-app messaging
And much more

Bookkeeping PLUS

Bookkeeping for startups, and growing companies looking for peace of mind, insights, better reporting and KPIs
$499
Billed
Monthly
Subscribe
This Plan Includes:
Everything in CORE, plus:
Financial reports and insights
Basic KPIs and business drivers
Monthly tax deductions review
CFO-Led Bookkeeping Team Supervision
Unlimited email support

CFO Premium

Monthly 1-on-1 calls with your dedicated CFO and business expert to analyze business performance and drive growth
$750
Billed
Monthly
Subscribe
This Plan Includes:
Everything in PLUS, plus:
Dedicated CFO
Monthly 1-on-1 CFO Meetings
Financial Analysis and Advice
Basic Tax planning
HR and hiring support
CounselFi Concierge Support

CFO Tailored

Let us tailor a CFO and back office plan to meet the unique needs of your business with plans starting at $2,250
$2,250
Billed
Monthly
Subscribe
This Plan Includes:
Everything in CFO Premium, plus:
1 or more monthly meetings
Forecasting and budgeting
Custom dashboards and advanced KPIs
Strategic planning support
Strategic projects
Full back office support
Custom Plans are available or if you need a tailored solution.

Here's what you get whichever plan you pick

1

Evergrow Bookkeeping Method

CounselFi's proprietary bookkeeping method optimizes your books and sets you up for maximum tax savings and profitability, becoming a driving force for growth
2

Dedicated Expert

Whether you're on a bookkeeping or CFO plan you'll have access to a dedicated expert and team that will provide ongoing and on-demand expertise.
3

Ongoing financial health

Every plan comes with ongoing financial health reviews.
4

CounselFi Guarantee

If we have not saved you or helped you grow $10,000 per year, or the annualized cost of your subscription, we will provide 3 months of the CFO Premium plan on us.

Frequently Asked Questions

Feeling unsure? These might help!
Will I work with the same CFO or bookkeeper every month?

Yup, you will have continuity. CounselFi will feel like an extension of your team.

What happens if I want to cancel my subscription?

You can cancel your subscription any time. There are no hidden clauses, no strings attached.

Are there yearly plans available?

Yes, there are. Save 10% on any plan when booked annually.

Where can I purchase an add-on?

Once you've subscribed to a plan above send a message inside your portal to your dedicated support team.

Can I design a custom plan?

Definitely, call us and we'll design a custom plan that works for you.

Can I upgrade my plan after signing up?

You can. Just get in touch with our customer support team and they'll help you with the process.

What is your guarantee?

We guarantee your CFO or bookkeeper will unlock value for you and/or your business. If we have not saved you or helped you grow $10,000 per year, or the annualized cost of your subscription, we will provide 3 months of the CFO Premium plan on us.

Do you offer referral programs?

We do. Please email customer support or your expert for more information.

Toolkits, finance tips and more!

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Expert bookkeeping and CFOs for growing businesses. Choose your membership tier and get a dedicated CFO or bookkeeper for your business.
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