Download our free financial and impact sustainability checklist.

Finance & impact planning to take charge of your strategy

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
Measure and report on your company's positive impact
Strengthen your stakeholder relationships
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.

Impact planning & reporting

Expand your vision for social and/or environmental change into strategic action, a measurement plan and effective stakeholder reports

Financial sustainability

Analyze and manage your cash flows and profitability from daily decisions to long-term financial projections

Accounting systems

Build strong processes for your accounting needs and manage valuable data for your finance and social change strategies

Fundraising

Tap into the debt, equity or grant funding you need to level up your operations

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.

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Raised in grants & awards
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business leaders supported

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.