No. We are not reinventing the wheel or building a new general ledger. Everything we offer enhances and extends your QuickBooks Online experience.

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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!

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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.

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Accounting firms who have clients on QuickBooks Online, and businesses who want tech and/or team to streamline their internal finops and accounting function.

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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.

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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.

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