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If you’re a brand, fractional CFO, or other type of business looking to partner, you’ve reached the right place. Explore our partnership structures to see which one’s right for you.
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Why win alone when we can win together? Join our Affiliate Program and get a cut for everyone you refer.
Let's Talk
Join our fractional CFO network to mutually refer clients who need our complimentary skillsets.
Let's Work Together
Think more strategically. Build relationships with clients seeking fractional CFOs.
Learn moreJoin our network with leading financial brands. FinOptimal clients receive discounts on our preferred vendors.
Let's Explore A Partnership
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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.
You can't budget, forecast, or raise capital with a poor accounting foundation. We are masters of accounting data automation. We know what we're good at, and that's what we focus on. We do not offer any advisory or strategic finance directly to our customers, and that's where you come in. We frequently work with fractional CFOs who understand the value of automation - we make their lives easier, they make our clients happier.
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