The most cost-efficient accounting and bookkeeping services on the planet.

The most
cost-efficient
accounting and bookkeeping services
on the market.

3.4M+
100+
96%
Tasks automated
Clients served
Retention rate

Proudly Serving

SERVING CLIENTS WHO CRAVE EFFICIENCY

End-to-end Services

Not only do we handle these, but we optimize them with proprietary automation.

Cogs

Financial Operations

Customer Invoicing
Bill Ingestion, Coding & Payment
Commissions Calculations
Deductions & Chargebacks
Record Filing
Calculator

Accounting Tasks

Manual Journal Entries
Revenue Recognition
Fixed Asset Depreciation
Bank Reconciliations
Prepaid Exp Amortization
Payroll Allocations
Increasing chart

Reporting & Dashboards

Department-specific Reporting
Project-level Performance
COGS, Inventory & Margins
Dashboards & Visualizations
KPI Calculations & Monitoring
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Why we're better

We don't just do your accounting, we optimize and automate it too.

We're CPAs who can code.

  • Maximize Cost Efficiency
    Automation allows you to stay lean and save thousands per month compared to human-only bookkeeping or hiring internally.

  • Save Time
    Time is money, and our automation saves days of work each period and eliminates human error.

  • Real-time Data With Integrity
    We build custom reports and dashboards with data you can trust and deliver them automatically, every day.

How We Work With You

Human and machine

Hybrid

Have an accounting team?
We'll optimize your accounting data flow with automation and handle remaining manual tasks you want to offload.

FinOptimal Logo

Outsourced

Need an accounting team?
We'll optimize your accounting data flow with automation, handle all of the manual tasks, and close the books each month.

How we accomplish it

Tech savvy CPAs take over your accounting, learn your processes, and optimize it with automation.

Agility and flexibility that breeds stability.

  • Magnifying glass

    Discovery
    Thoughtful deep dives into your processes, guidance on important process and accounting decisions, and a strategy to achieve optimization.

  • Services & Implementation
    We're your accountants on day one, and implement automation over the first few weeks to streamline the work.

  • Ongoing Partnership
    We adapt our services and automation as your business changes.

JUST SOME OF OUR INTEGRATIONS
Quickbooks
Google Sheets
Microsoft Excel
ADP
Gusto
Justworks
Bill.com
Expensify
PayPal
Square
Shopify
DEAR
Rippling

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