Download our free financial and impact sustainability checklist.

Optimize finance processes to serve your strategic goals

Optinum delivers finance and impact planning solutions designed for social enterprises, non-profit organizations and innovative businesses to achieve a balance of positive impact, strong financial performance, and happy stakeholders.

Discover clarity and support that fits your goals

It is challenging to stay true to your vision for business growth, social and environmental change while maintaining financially sustainable operations. Resources and frameworks available for finance and impact management are complex and overwhelming. We can help! Optinum’s support ensures that you have the right processes and insights for your success and growth:

Increase financial sustainability and cashflows
Build processes that align with your strategic goals
Share your growth and success with stakeholders
Replace overwhelm with clarity and confidence
Get more freedom to focus on your core mission

Our Services

We are an all-in-one service provider to fit your finance, accounting and impact management needs. With our customized offerings, we build a blueprint just for you to get things done, build on the effectiveness of these processes and support the strategic growth of your organization.

We serve social enterprises, non-profit organizations, businesses, and entrepreneurs.

Accounting & Bookkeeping

Maintain accurate records and streamlined processes to save money, make informed decisions, and focus on achieving your key objectives.

CFO Strategy

Benefit from strategic financial guidance that turns uncertainty into clarity, helping you achieve sustainable growth and capitalize on opportunities with confidence.

Startup Coaching

Not ready to outsource? Gain clarity and efficiency in your accounting and tax processes with personalized coaching, designed specifically for early-stage, small organizations.

Workshops & Training

Book engaging workshops designed designed to make accounting and impact planning approachable for entrepreneurs and changemakers at all stages.

Work with experts and thought leaders

Founded by Zahra Qureshi, Chartered Professional Accountant, CMA and a social entrepreneur, Optinum serves as a consultant and service provider to bring a unique and innovative perspective to balancing purpose and profit. Our mission is to help clients excel in their goals for financial sustainability and positive impact.

We work with you to replace complex spreadsheets, jargon and evolving reporting requirements into processes that align with your vision and strategy. Our coaching model and variety of service options are specifically designed to improve financial literacy for business leaders, prioritize strategic clarity and fit your needs.

Since 2018, we have supported 2,000+ entrepreneurs to manage their accounting and finance needs to save time and build on their strategic success

We support the United Nations Sustainable Development Goals. To date, our clients have worked on positive action for 10 of 17 UN SDGs.

These goals serve as an internationally recognized blueprint to achieve a better and more sustainable future for all. Optinum can implement these goals for your organization by designing strategies, updating operational frameworks and training staff for powerful social and environmental change.

What our clients say

How to get started

1.

Book a free discovery call to review your top priorities and current challenges.

2.

Get guidance from our coach to move your strategy forward and save time and money.

3.

Take charge of your finance and impact management processes for growth and sustainability.

Resources to help you manage your financial health and sustainable impact.

Break down success and sustainability for your operations into relevant and measurable indicators. Then, learn how to take charge and stay on target.