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We do more than just accounting. We optimize it so you see results faster. Skip inefficient hourly billing and go for a flat-fee solution that’s customized to your business needs.
Bring your back office back to the future.
We'll automate your accounts receivable and accounts payable processes so you pay and get paid on time, every time. Plus, we'll help automate the rest of your back office including sales commissions, deductions and chargebacks, and more. Plus, our tools automatically file records so audit and tax seasons are a breeze.
Trust your financial data without lifting a finger.
Automated accrual accounting with crystal clear audit logs to give you bullet proof financials. We enhance your QuickBooks environment with add-ons that allow for allocations, consolidations, eliminations and much more. Plus, our reconciliation tool helps us get your books closed faster than the competition.
Trust your financial data without lifting a finger. We’ll create a crystal clear audit log of all book journal entries within a Google spreadsheet that’s integrated with your Quickbook account. We’ll help enhance your credibility by automatically recognizing revenue and expenses on an accrual basis. Unlike other accounting services we’ll also streamline your bank reconciliation process in a cost efficient manner.
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Real-time reporting with data you can trust.
Stay ahead of your competitors with superior visibility into your business performance. We’ll help you structure your data in a way that makes sense for your specific needs. Then, we’ll automate daily reports of this data so you can feel empowered when making critical business decisions.
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Working in influencer marketing, we work with a large number of vendors, and FinOptimal's tech and team eliminates the burden of manually entering and tracking data for our vendors. Their automation tools allow us to easily enter data into QuickBooks Online which makes month end reconciliations and close much easier. They have also created a custom dashboard which allows me to thoughtfully analyze our financials quickly and focus on bigger picture items.
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Efficiency, scalability, and visibility is what we’re getting from FinOptimal. When we started working with them, we had very manual processes that bogged down our team. FinOptimal’s team took the time to understand our business and deliver something designed just for us. They automated two of our biggest pain points, freeing up a ton of time immediately and setting us up to continue growing without additional costs. On top of the process automation, they also acted as thought partners to build us powerful dashboards that enable us to make better decisions faster using accounting data we can trust. I can’t imagine running a business on QuickBooks and not using FinOptimal to supercharge our financial operations and accounting.
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FinOptimal has built and maintained our customized accounting system. Basically, everything that we are able to define in our financial operations and accounting processes, they automated for us or provided us. Their automation is tremendously thoughtful and tailored to our specific business needs which has enabled us to scale our business without inflating headcount, while increasing the speed and efficiency of our monthly close and significantly enhancing the accuracy and integrity of our data.
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As a bean-to-bar chocolate manufacturer and a premier CPG brand, Raaka had complicated operations. They had omni-channel sales and a complicated manufacturing process. They were really struggling under the weight of their financial operations and a Netsuite implementation was too costly for their size, yet Quickbooks (and a bunch of other disparate financial software) was leading to a tremendous amount of manual data entry and data consolidation to just get a quarterly close. FinOptimal integrated Quickbooks with all their revenue streams to allow Raaka to have a super accurate view of their revenue by channel, and helped automate Whole Foods reporting. We also helped automate their expense allocations and the automation of a complicated payroll process. FinOptimal has been there side-by-side to help with ad hoc requests as new sales channels open. "Not only have I been able to keep overhead low as I’ve scaled my business through FinOptimal’s automations, but I have clear, clean, actionable data and auditable financials for my stakeholders."
"As a franchisee, what I appreciate most about FinOptimal is the scalable accounting system they built for me. In our time working together my location count has continued to increase, but my back-office costs have stayed very reasonable. Their integrations automate a complex payroll cycle and give me visibility into my metrics, and that helps me report performance to HQ in an incredibly streamlined way!"
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.
We make their lives easier so they can focus on cooler stuff. Like, instead of typing in data from one system to another, or doing insane spreadsheet calculations for hours at month-end, they can review your books, provide guidance to other departments, and develop *actual* skills.
We can pull data from all third-party tools and proprietary databases with an open API. We can also create custom integrations or digest Excel or CSV exports. Currently the only general ledger we push data to is QuickBooks Online.
The only requirement is that you operate on QuickBooks Online. All other supporting systems can remain the same. If you’re exploring changing systems, we’re happy to provide recommendations that have seen work well for our clients.
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!
