Your vision is our goal.
You need expert finance and strategic planning support for your enterprise to build clarity and achieve your goals.
Whether you are looking to start strong, grow rapidly or operate sustainably, we provide the building blocks you need to reduce stress, visualize a strong future and keep your stakeholders happy.
Finance & strategy
Tools and frameworks designed for sustainable success of your enterprise
Powerful planning and execution for your vision as a social enterprise or non-profit
Comprehensive support for managing the investment process and grant applications
Services for all recordkeeping, CRA requirements, reporting needs and more
Choose the level of support to suit your needs:
Dedicated long-term support from a Chief Financial Officer, Chief Impact Officer or Accounting Manager
Consultations to explore your needs, update strategies, implement and manage results
Safe learning spaces with masterclasses, one-on-one coaching or quick questions
Contact us to learn more and find the best fit:
why invest in a professional?
Enhance performance & avoid common issues
Access certified professional service
Firm registered with CPA Ontario
Community Development for Good, Level 1
Fractional executive support
Bring dedicated leadership and a fresh perspective to your management team with a Chief Impact Officer or a Chief Financial Officer.
Enterprise capacity building
A series of eye-opening exercises in strategic planning and budgeting to visualize the journey to reach your goals. Get ready to grow!
Social impact blueprints
Supercharge your social, cultural or environmental mission and share your dedication with stakeholders with clarity on goals, KPIs and impact measurement.
Fundraising process management
Whether you need grants, debt or equity for your enterprise, we manage the process of strategic fundraising from initial search to final reporting.
Accounting system design & maintenance
Transition, transformation and change management for strong accounting systems . We can also fully manage outsources functions for you.
Ad hoc or periodic services
Design an engagement to suit your needs. From annual T2 tax filings or CRA setup to larger projects for strategic support. Or you can access ad hoc coaching. Let’s get started with a discovery call.
A cycle that fosters success
At Optinum, we appreciate your commitment to innovation, sustainability and better ways of doing business. To generate positive social and financial impact for your organization, you need expertise to strategically manage processes that foster success. These processes are complex and time consuming, which can be overwhelming, create inefficiencies and result in missed business opportunities.
We understand your goals and challenges and work with you to save you time and stress, and bring confidence in your strategies and systems. We manage each of these strategic support functions so that you can focus on managing your enterprise effectively.
So, book an introductory call with our team today. Bring confidence and insight to your business management so you can stop worrying and keep growing.