Partner With Us

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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Affiliate Program

Why win alone when we can win together? Join our Affiliate Program and get a cut for everyone you refer.

Let's Talk
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Fractional CFO Network

Join our fractional CFO network to mutually refer clients who need our complimentary skillsets.

Let's Work Together
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CFO Partnerships

Think more strategically. Build relationships with clients seeking fractional CFOs.

Learn more
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Preferred Vendors

Join our network with leading financial brands. FinOptimal clients receive discounts on our preferred vendors.

Let's Explore A Partnership
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Your Questions, Answered


What kind of software do you offer?

QuickBooks Apps written in Python. We do not use any low-code tools or RPA. Everything we offer is used by our own accountants daily on our own clients. If we don't use it, we don't sell it.


How do you work with fractional CFOs?

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.