Download our free financial and impact sustainability checklist.

Optimize the finance process to achieve your strategic goals

Optinum delivers accounting, finance and strategic management solutions to help you achieve a balance of strong financial performance, sustainable positive impact and happy stakeholders.

Discover clarity and support that fits your vision

It is challenging to stay true to your vision for business growth, innovation, and social and environmental change while maintaining financially sustainable operations. Resources and frameworks available for finance and impact management can be complex, overwhelming, time consuming to navigate.

We can help! Optinum’s support ensures that you save time and money with the right processes and insights to align with your vision for success and growth. 

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

Our Services

We are an all-in-one service provider to fit your accounting and finance 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 are qualified CPAs working with social enterprises, non-profit organizations, innovative small businesses, and entrepreneurs.

Accounting & Bookkeeping

Maintain accurate records and streamlined processes to stay compliant, spend money wisely, and create analytics that align with your key objectives.

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.

CFO Strategy

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

Group Workshops & Training

Book engaging workshops designed to make accounting and financial management concepts simple and approachable for entrepreneurs and changemakers.

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

Ready to get started?

Book a free discovery a call.

We will take this time to work together and:

  • Review your top priorities and identify current challenges that are impacting your success
  • Explore how our support can help you take charge of your finance and performance management processes for growth and sustainability
  • Define the right level of accounting and finance support you need

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.