Love your books

FinOptimal is a tech-enabled, on-demand bookkeeping, controller & FP&A service offering a superior level
of support to our clients

Our Process

Discovery

Our accounting architects dive in to your current bookkeeping structure to identify manual processes to automate.

Integration & Clean Up

Our programmers automate systems through API integrations and clean up your books.

Continuous Service

FinOptimal is there for you on demand, servicing all requests and closing your books monthly.

Much more than your bookkeepers

FinOptimal builds actionable data dashboards, giving you the visibility you need to own your KPIs

A word from our clients

Ryan Cheney

Founder & CEO, Raaka Chocolate
Raaka Chocolate is a bean-to-bar chocolate manufacturer and a proud FinOptimal client for the past five years. FinOptimal built out a custom bookkeeping and ERP system tailored to my business. In particular, we’ve partnered to streamline our revenue recognition process across multi-channel B2C revenue streams, automate inventory tracking and COGS, completely automate our entire complex payroll cycle, and create actionable revenue dashboards. 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. I would highly recommend that any growing CPG brand speak with the FinOptimal team to see which systems they can automate.

Liz Weiner

Owner/Franchisee, School of Rock
As a franchisee, what I appreciate most about FinOptimal is the scalable bookkeeping system they built for me. In our time working together my location count has more than doubled, but my back-office costs have stayed very reasonable. Their integrations automate a complex payroll cycle and give me visibility into my results, and that helps me report performance to HQ in an incredibly streamlined way. Five stars!

Phil Mayer

CFO Excel Sports Management
Excel Sports Management is a full-service sports management and marketing agency representing iconic athletes, brands, and properties.  As we have growth rapidly, FinOptimal’s bookkeeping systems have allowed us to keep our finance team lean and focused on strategic growth. In particular, FinOptimal has introduced customized tools to handle our unique accounts receivable workflows, while also streamlining expense management and bill payment processes, all of which provide unprecedented data visibility to support strategic business decisions.  We have been clients for over five years and are very pleased with the value proposition.  We have not seen a competitor with the expertise to build and operate our back-end financial systems at scale.

At a glance

Only FinOptimal can meet the high bar of being automated,
customized to your business, scalable and affordable.

Financial and Operational Software

In-house bookkeeper

Outsourced Bookkeeper

ERP implementation

Multi-system Integration

Yes

Medium

No

No

Yes

Customized to your business

Yes

No

Yes

No

Yes

Scalable with your business

Yes

Medium

Yes

Medium

Medium

Cost

Affordable

Medium

Expensive

Affordable

Crazy expensive

Automation & integrated across systems

Yes

Accounting Software

Medium

In house bookkeeping

No

Outsourced Bookkeeper

No

Outsourced computer programmer

Yes

Customized to your business

Yes

Accounting Software

No

In house bookkeeping

Yes

Outsourced Bookkeeper

No

Outsourced computer programmer

Yes

Scalable with your business

Yes

Accounting Software

Medium

In house bookkeeping

Yes

Outsourced Bookkeeper

Medium

Outsourced computer programmer

Medium

Cost

Affordable

Accounting Software

Medium

In house bookkeeping

Expensive

Outsourced Bookkeeper

Affordable

Outsourced computer programmer

Crazy expensive