Clear Financial Guidance You Can Trust For Your Small Business.

We provide jargon-free financial guidance tailored to your small business, making business finance accessible and stress-free. Whether you need a finance health check or a lifeboat, we’ve got you covered!

Fortune 150 Expertise

Our team comes with a wealth of experience gained from the Global Corporate Finance world. We’re bringing this world-class knowledge to empower small businesses with trusted financial guidance.

Clear Solutions

Say goodbye to financial complexity and hello to simplicity! We provide straightforward solutions that help you understand your finances and confidently make decisions that move you forward.

Financial Modeling for Consulting

The Wisefi Advantage

It is our conviction that every business should have easy access to trusted financial guidance to grow their business.

Kick financial uncertainty to the curb with Wisefi. We’re reinventing traditional consulting to offer a simple and attainable approach to financial support. Say goodbye to hidden fees and hourly rates with our straightforward, fixed pricing structure. Get financial help as needed or as much as you need it, for an affordable price.

Our team is comprised of seasoned finance leaders from some of the nation’s largest companies who are dedicated to helping small businesses grow. We bring top-notch talent and expertise without the corporate jargon, empowering you to make the right financial decisions for your small business to grow. 

Connect with us today for a free health assessment or schedule a consultation to get the process started!


Your one-stop-shop to financial success. Explore our wide range of services. Call us when you need us or use our services monthly, quarterly, or annually.

Free Health Check

Complementary analysis of financial statements to assess your financial health.

Plug 'N Play Financial Templates

Practical and easy-to-use finance models to maximize profitability.

Custom Financial Modeling

Custom modeling based on your unique business model or niche.


Monthly, Quarterly, or Annual forecasting based on trends, objectives, and actions.

Bookkeeping & Month-End Close

Monthly or Quarterly performance reporting & future insights.

Fractional CFO

On-demand strategic financial expertise when you need it for informed decisions.

Trusted by small business owners

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Second time using David for some tasks that I just did not have any time to complete myself - HIGHLY recommend and I will be using him again in the future.

- Kurtis Cummings, Owner of Switchyard Brewing

Custom Financial Modeling Client

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David was an excellent resource. He is very knowledgeable and is a rare find. Was able to work through this project and met all deadlines. I plan on using him much more in the future.

- Vadim Leybel, Owner of Cast Capital Funding

Custom Financial Modeling Client

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"David provided immediate value to this project. He learned the industry rapidly and collaborated with the team effectively. He is incredibly knowledgeable in excel and was very responsive to requests and iterations on the model. We have leveraged his talent on other projects and will continue to utilize his services. I would highly recommend working with David."

- Tim Tichenor, CFO of Mainstream Fiber Networks

Custom Financial Modeling Client

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"David is a true professional, exceeded all my expectations and brought more value than I was even asking for. I will use him for all of my future needs!"

- Robert Beck, COO at Kabert Industries

Custom Financial Modeling Client

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"David provided exceptional financial analysis and strategic insight for my e-commerce business. His thorough approach and attention to detail were invaluable. Highly recommend!"

- Adiam Eyasu, CEO of Vitalume

Custom Financial Modeling Client

Our Process

We have a simple 3-step process. You give us all the right information and we take it from there.

Connect With Us

Kickstart your journey to financial success by scheduling a free consultation. You can choose a time that works for you, and one of our consultants will connect with you at that time. It’s not just a consultation – it’s your first step towards financial empowerment!

Tell Us How We Can Help

We invest time getting to know your business and financial needs. This is when we ask all the right questions to understand which service(s) will be the best fit for you. Ultimately, you have the power to choose which services you deem fit. Take what resonates and leave what doesn’t. This is your financial journey!

We Handle The Rest!

The exciting part! Once we agree on an action plan, we will take it from there. We do all the heavy lifting, so you can invest your time where it matters most – in driving your business forward. Simply wait for us to ping you once we’ve done the hard part and watch how easy we make your finances!

Financial Modeling for Startups & Small Businesses

Our Mission

At Wisefi, we’re on a mission to revolutionize how small businesses tackle finances. We’re flipping the script, making top-notch financial guidance accessible to everyone, no matter the size of your business. We bring the top talent and expertise from industry leaders in the finance world to craft a unique and tailored approach to empower small businesses and startups. We’re offering this all at an affordable price to make it easier for you to see a return on your investment. We’re tearing down barriers, so every business can thrive. Simplifying finance, empowering you! Contact us today to get the process started!

The Wisefi Difference – All Wisefi Financial Experts are experienced mentors who understand the importance of empathy in our industry. Your best interest is ALWAYS top of mind to us.

Our Values

We uphold the highest ethical standards, fostering trust through honesty, transparency, and accountability in all our interactions.

Client-Centric Approach

Empathy is our guiding force. You’re not just a client; you’re the focal point of every decision we make. Our heart-led commitment to client-centric excellence goes beyond meeting expectations; we aim to surpass them. You’re not just a part of our financial solutions – you’re the reason for them. Your success is our mission.

Trust and Reliability

Trust isn’t just a value to us; it’s the bedrock of who we are. We build trust through ethical practices, transparency, open communication, and unwavering integrity. It’s not just about numbers; it’s about fostering relationships grounded in trust and reliability. You’re not just getting financial services, you’re getting a partner you can trust every step of the way.

Radical Accessibility

We’re demolishing barriers that are typically encountered to receive financial support for small businesses. We provide financial guidance that’s not just accessible but also free from confusing terms, empowering businesses of all sizes. Our mission is to shake up the world of financial support, making sure that actionable financial advice is within reach for everyone.

Clear Solutions to Empower You

We’re cutting through the financial fog. We provide practical, straightforward insights so you are empowered to take action and make confident decisions that move your business forward. We simplify the complicated stuff and get you on the right track to financial success quickly and easily.

Contact us

What are you waiting for? We’re ready to make your finances easy! Fill out the basics and let’s work together to bring your business dreams to life!


The Wisefi Difference – All Wisefi Financial Experts are experienced mentors who understand the importance of empathy in our industry. Your best interest is ALWAYS top of mind to us.