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If things sound good to us both after a 15 minute intro call, you'll partake in a one-hour discovery session where we get to know your business, and you get to know our team.
At the very least you'll leave with an unbiased assessment of your current accounting setup.
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From setup of third-party apps, to implementation our proprietary tech, our accountants setup each app thoughtfully so they work seamlessly for your business.
Most technology setup is completed in the first month, with more complex solutions taking longer. We never stop optimizing your tech throughout our relationship.
With automation eliminating mundane tasks that bog other accountants down, our team is focused acting as your accounting partner and ensuring your books are closed continuously.
We provide continuous thought partnership on all things accounting.
Early-stage, bootstrapped SaaS company with monthly credit card and bank activity and minimal reporting requirements.
Cutting-edge design agency using FinOptimal as a fully-outsourced accounting team.
Established and growing SaaS company with complex data structure, multiple revenue streams, and custom reporting needs.
Discover what accounting professionals already know. There's no credit card required. Get what you need to grow your practice and profits now.
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FinOptimal has built and maintained our customized accounting system. Basically, everything that we are able to define in our financial operations and accounting processes, they automated for us or provided us. Their automation is tremendously thoughtful and tailored to our specific business needs which has enabled us to scale our business without inflating headcount, while increasing the speed and efficiency of our monthly close and significantly enhancing the accuracy and integrity of our data.
As a fast-growing startup with a lean team, we need partners who can keep up with our tech-driven approach. FinOptimal has been that partner, taking a huge amount of work off our plate while streamlining and automating our accounting processes without sacrificing precision or detail. Their tools have shaved over 10 hours off our monthly close process. The integration is smooth and syncs data in real time, transforming how we handle our books. But what really sets FinOptimal apart is the team. Heather and Eric are always available and take the time to really understand our business, creating reports and processes that are tailored to exactly what we need. The Accuer tool has been a game-changer, eliminating the manual adjustments we used to struggle with and speeding up our closings. And The Booker tool ensures everything is recorded accurately and on time, every time. FinOptimal’s combination of a great team and smart tools has made a big impact on our accounting and overall efficiency.
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FinOptimal's Managed Accounting has provided two huge things for me: (1) It's allowed me to automate nearly every workflow I possibly can, and (2) It's provided me with the infrastructure to see and report on my financial data in real time. This is absolutely game changing for me in the kind of insights I can generate, the size of the team I need, and the type of work I am doing. In these times of frugality and high interest rates, it's allowed me to keep the cost of the finance org relatively low when considering the complexity of our business.
Working with FinOptimal is pivotal, dare I say essential, in helping our company to triple our revenue in five years. The financial tracking and maintenance tools FinOptimal helped build provides our company with the financial scaffold to take on ambitious projects with confidence. Over the past five years FinOptimal has provided us with concierge level service. They helped us to create the financial tools and a logic that allows us to focus on what we do best. We struggled to keep up with tracking costs at the speed of construction — FinOptimal has helped us to develop tools to give us an instant window into each project’s fiscal health.
As a franchisee, what I appreciate most about FinOptimal is the scalable accounting system they built for me. In our time working together my location count has continued to increase, but my back-office costs have stayed very reasonable. Their integrations automate a complex payroll cycle and give me visibility into my metrics, and that helps me report performance to HQ in an incredibly streamlined way!
A quickly growing business has its fair share of complexities. FinOptimal has helped simplify these by automating the consolidation of our financial statements, customized dashboarding, and seamlessly integrating all of our platforms. In addition, their automation tools have allowed us to easily make adjustments to previous journal entries and allocations ensuring data can be accurately compared across years. This has allowed us to feel confident in our margins and accurately project future growth.
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FinOptimal streamlines our back office processes. They manage our ongoing operations including AP, bank reconciliations, accruals, allocations, and reporting. Their daily efficiency ensures us a quick month end close. We consistently close within 5 business days and have reporting ready for internal meetings. We value their thought partnership as our business continues to grow.
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Working in influencer marketing, we work with a large number of vendors, and FinOptimal's tech and team eliminates the burden of manually entering and tracking data for our vendors. Their automation tools allow us to easily enter data into QuickBooks Online which makes month end reconciliations and close much easier. They have also created a custom dashboard which allows me to thoughtfully analyze our financials quickly and focus on bigger picture items.
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As a bean-to-bar chocolate manufacturer and a premier CPG brand, Raaka had complicated operations. They had omni-channel sales and a complicated manufacturing process. They were really struggling under the weight of their financial operations and a Netsuite implementation was too costly for their size, yet Quickbooks (and a bunch of other disparate financial software) was leading to a tremendous amount of manual data entry and data consolidation to just get a quarterly close. FinOptimal integrated Quickbooks with all their revenue streams to allow Raaka to have a super accurate view of their revenue by channel, and helped automate Whole Foods reporting. We also helped automate their expense allocations and the automation of a complicated payroll process. FinOptimal has been there side-by-side to help with ad hoc requests as new sales channels open. "Not only have I been able to keep overhead low as I’ve scaled my business through FinOptimal’s automations, but I have clear, clean, actionable data and auditable financials for my stakeholders."
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Efficiency, scalability, and visibility is what we’re getting from FinOptimal. When we started working with them, we had very manual processes that bogged down our team. FinOptimal’s team took the time to understand our business and deliver something designed just for us. They automated two of our biggest pain points, freeing up a ton of time immediately and setting us up to continue growing without additional costs. On top of the process automation, they also acted as thought partners to build us powerful dashboards that enable us to make better decisions faster using accounting data we can trust. I can’t imagine running a business on QuickBooks and not using FinOptimal to supercharge our financial operations and accounting.
Fully managed bookkeeping and accounting that can handle everything from your AP, AR, and bank reconciliations through your month-end close and financial reporting. We do not offer tax services but we have expert tax partners we can refer you to!
We make their lives easier so they can focus on cooler stuff. Like, instead of typing in data from one system to another, or doing insane spreadsheet calculations for hours at month-end, they can review your books, provide guidance to other departments, and develop *actual* skills.
Traditional firms give you data you can trust for a few days, three weeks after a month ends. With us, you can trust and use your data every day. We're experts in process and technology. Everything we do for you will be done in a maximally efficient way using your current tech stack and our apps.
