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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 every client.
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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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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!
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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