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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
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