Elevate your finances.
Optimize your future.
Move Your Business Forward
You’re here to make an impact—not manage balance sheets. From mission-driven nonprofits to fast-moving businesses, we’ve got the financial side covered.
Contact Us to get started
Our Services
Discover the Optimized CFO Difference
Fractional CFO
Expert guidance to improve operations, manage cash flow, and support internal teams.
We provide executive-level financial leadership for growing companies and organizations seeking a strategic financial partner without the cost of a full-time Chief Financial Officer (CFO).
Controller Services
Financial oversight to provide the foundation for informed business decisions.
We’ll oversee the month-end close and financial statements to ensure your financial information is complete, accurate, and management-ready. We’ll provide monthly reports and identify variances and trends so you can keep the business on track.
Accounting & Bookkeeping Services
Clean, accurate, and efficient accounting support with as much or as little involvement as you need.
We provide assistance with day-to-day administrative and bookkeeping functions to ensure routine accounting activities are handled.
See DetailsHow We Work
What Makes Us Different
We’re a modern strategic advisory firm specializing in providing financial analysis, forecasting, and accounting solutions.
More Time
Focus on growing your business or delivering your mission.
Financial Clarity
Understand your numbers—and what they mean for the future.
A Full Team Behind You
Gain support from multiple experts—not just one solo provider.
No Jargon, Just Insight
We make complex financials simple and actionable.
Right-Sized Support
We meet you where you are, then help you scale.
Genuinely Enjoyable People
Professional, collaborative, and honestly… kind of fun.
Move Forward
Are You Optimized?
Oftentimes, businesses aren't aware that they have a problem. Below are some signs that your back office accounting may NOT be fully optimized. If you answer yes to any of the below, you may be a good candidate for Optimized CFO & Controller Services LLC.
1
FINDING TIME
It is the 25th of the month before you get the prior month statements. Furthermore, it is even later, if ever, before you review them.
2
FINDING ANSWERS
Bankers or other creditors question some of your accounts, and you cannot explain or answer.
3
REVIEWING STATEMENTS
You don't feel that your company benefits from the time spent reviewing the financial statements.
4
DAY-TO-DAY
Your bookkeeper is overwhelmed with the day-to-day entry. So much that they're working overtime, living on coffee, and getting more stressed every day.
Move Your Business Forward
We provide the high-level strategy and operational discipline you need to move from reactive bookkeeping to proactive growth. Contact our team to learn how you can move your business or nonprofit forward.