Financial Consulting for Busy Business Owners
We do the math for you. Explore our services & let us build a custom package for you.
Our Services
Choose just the services you need, or build an all-inclusive package
Budget Planning
Our comprehensive budget planning services help you allocate your funds more clearly and effectively.
Writing Services
When you need to make a case for your business, we'll help you tell your story powerfully and persuasively.
Security Auditing
Don't leave the security of your data up to chance. Let us identify any weak spots so your company stays safe.
Industry Reports
Subscribe to our quarterly reports to get key insights into the future of your industry before competitors.
24/7 Phone Support
If you're the DIY type but want occasional help getting started, our phone support service is for you.
Consulting Sessions
Whether for an hour or a day, we'll sit down with you and your team to build a complete strategy for success.
Weekly Check-ins
Stay on track with regular check-in sessions, ideal for busy execs who just need more hours in the day.
Onsite Seminars
Does your whole team need training? Let us come to your office and lead a seminar designed just for you.
Meet Our Team
Phill Banks Financial Consulting is a privately owned and operated consulting firm dedicated to financial management and eliminating small business debt. Our goal is to make ourselves obsolete. We provide you with a tailored financial strategy to get your business on track financially, and set up automated account management, so you won't need us anymore.
Meet the financial experts below!
Lynn Davis
CFO
Lynn entered the financial world after running finances for her own small business. She recognized the struggles so many small businesses have when trying to juggle finances and their day-to-day tasks. So she went back to school to study accounting, and began working with the practice shortly after.
Phill Banks
Founder and President
The founder of Phill Banks Financial Consulting, Phill is dedicated to the financial wellness of each and every business owner who walks through the door. Phill opened his practice 10 years ago to be a knowledgeable haven for small businesses of all stages to address their financial needs.
Cassie Smith
Lead Financial Consultant
Carolyn is known around the office as "the miracle worker." With 6 years of experience, she can look at your statements and pinpoint exactly what's hurting your business and why. She specializes in financial planning and account automation, ensuring business financial reports run smoothly.
What our clients say
"As a one-woman shop, I desperately needed someone else to manage my business finances. I've gotten some of the best advice from Phill Banks Financial Consulting. Literally life changing. You have to give him a try!"
- Martha Spellton, WriteOn Copywriting
"Our company recently underwent a huge shift in management—we’re so grateful Phill Banks Financial Consulting was there to keep everyone up to speed."
- Louis Costello, Tiny Tennis Co.
"If you have been trying to do your finances by yourself, you don't know what you're missing. Phill Banks Financial Consulting will impress you. They massively improved the efficiency of our processes, then helped us document them so we can keep excelling."
- Roger Williams, Arlo Agency
services@phillbanks.com
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