The most cost-efficient accounting & bookkeeping services on the planet.
“Accountants don't have time to invest in fixing broken processes when they need to the most. When that time comes, they're too busy drowning in data entry and spreadsheet maintenance, and double down by adding more bodies to row the broken oars.
Investing time in automation and process optimization will save your team major headaches now and in the long run”
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Read about our company values
Flexible
We believe rapid evolutions are more effective than revolutions. That's why we continuously evolve and adapt.
Fearless
Uncomfortably exploring the unknown is the key to growth. For this reason, we experiment without fear of failure.
Frontier
We're always pushing the boundaries of what is possible. Just because we've done things one way, doesn't mean we have to keep doing it that way.
Fun
Life is too short not to enjoy the ride. Every day, we wake up with a renewed passion for what we do and who we are.
Our Process
01
Deep Dive
02
Implementation
03
Customization
Our Process
01
Deep Dive
02
Implementation
03
Customization
Your Questions, Answered
Do you provide software or services?
Either or both - its up to you. We provide custom solutions using a blend of tech savvy accountants and proprietary software that's customized to your needs.
What kind of software do you offer?
All of our software is proprietary and written in Python. We have a suite of tools that pull and push data from your systems and a number of QuickBooks add-ons that compliment its native functionality. This is true accounting automation, written by accountants for accountants. We do not outsource work overseas and dress it up as automation. All of our software has been used internally for several years by our accountants for our clients, and we are now putting it in the hands of others to use directly. Join the movement!
What kinds of companies do you work with?
Private companies that use or are willing to use QuickBooks, and accounting firms who have clients on QuickBooks.
What's your story?
FinOptimal was founded as a side-hustle in 2015 by Jesse Rubenfeld, a CPA and self-taught Python developer. During his time as Limewire's CFO and D.E. Shaw Research's Controller, Jesse wrote software to save himself and his small team countless hours, eventually shrinking a 40-hour week down to just three hours. He began taking on clients and created FinOptimal, using the his software to keep the business lean while still providing exception accounting work for businesses of all industries and sizes. In October 2021, FinOptimal secured a round of funding from investors and is now leading the accounting automation revolution from the front.
Where are you located?
FinOptimal's headquarters is in Rice Village in Houston. We also have a satellite office in New York at a coworking space in Brooklyn Heights.