FinWise Advisory LLC

Strategic Financial Oversight

Empowers Confident Business Growth

CFO, Controller & Accounting Solutions for Your Business

Accounting & HR Solutions for Startups and Growth-Stage Teams

Fuel your growth with a dedicated Fractional CFO, CPO, and seasoned operations team — backed by an all-in-one platform for billing, payroll, expense management, and more.

Empowering Innovation with Scalable Finance & HR Solutions

What We Do for SaaS, Fintech, Digital Health, AI, Life Sciences, Hardware, eCommerce, Climate, and Space Companies
We deliver expert Finance, HR, and Operational support tailored for high-growth industries — giving you the clarity, agility, and infrastructure to scale with confidence.

Smart Finance Management

People & Culture Solutions

People & Culture Solutions

Modern Accounting Ops

Strategic People Operations

Flexible Back-Office Support

Our Services

Insightful, Easy-to-Understand Reporting

We don’t just deliver numbers—we turn them into insight. Our financial reports are designed to be clear, visual, and practical, helping you understand exactly what’s happening in your business. Whether it’s cash flow, profitability, or performance trends, we break it down so you can act with confidence. No jargon. No guesswork. Just transparency you can trust.

Strategic Cash Flow Visibility

Cash flow is more than just income and expenses—it’s the pulse of your business. We help you track, forecast, and manage your cash position with precision. Through smart tools and expert advice, we ensure you’re prepared for both short-term obligations and long-term opportunities. With ClearPath, you can avoid surprises and build a stronger financial future.

Data-Driven Business Decisions

When you understand your finances clearly, every decision becomes more powerful. We equip you with reliable data and performance insights that align with your business goals. From investment planning to cost control, our guidance helps you make smart, forward-thinking decisions that support sustainable growth and minimize risk.

Client Testimonials

Founder, OrbitAI

David Chen

We needed a partner who understood the demands of a scaling AI startup. Countsy brought the tools, processes, and expertise we lacked — and made growth manageable.

COO, TerraWare

Elena Rodriguez

Countsy’s integrated approach to finance and HR allowed us to focus on product and partnerships. Their team feels like an extension of ours.

Co-Founder & CFO

James Patel

From day one, Countsy delivered CFO-level insights that helped us secure funding and make smarter decisions. Their platform and people are top-tier.

CEO, MedNova Health

Sarah Nguyen

Countsy has been a game-changer for us. Their team took over our back-office functions seamlessly, giving us the financial clarity and HR support we needed to scale fast — without growing overhead.

Our Clients

Ready to grow? Let Countsy run your back
office so you can focus on scaling.