excellence. growth. impact.
your venture tells a story.
let us help you write it.

Whether you are building a new business
or improving on existing processes,
Optinum can help you work through the goals,
challenges and numbers that are
fundamental to operating effectively. 

Accounting, Reporting & Tax

Proper practices of an accounting system is key to managing all aspects of your organization. We can set up your DIY system or take care of all your periodic accounting needs. We can prepare payroll, income tax filings, HST/GST returns, notice to reader statements, due diligence preparation for financing and more.

Performance Management

Make sure your business is set to perform at its best for every activity and goal. There are endless metrics and models out there to help you budget and assess performance. Find the processes and support that are the right fit for your business success.

Business Planning

Whether you are just starting out or preparing for the next big step, we can help you to pen it down and execute, including research, expansion, training and fundraising. Our affordable services and DIY processes are ideal for small ventures!

Social Enterprise & Impact Measurement

We are social entrepreneurs too so we do things a little differently. All our services are pivoted to serve your needs better. We specialize in supporting impact measurement/reporting and impact-focused fundraising.

your vision is our goal.

Proper planning, strategy and finance are critical functions for business growth and sustainability. Optinum delivers on goal-oriented support for projects as well as day-to-day business needs as a long-term service partner. The focus is to provide you with the right tools and skills to facilitate your success at an affordable cost. Our breadth of experience includes many industries, businesses big and small, and international projects. And we deliver it with professionalism, efficiency, and enthusiasm.

Zahra Qureshi, CPA, CMA

Principal

Zahra’s experience includes banking operations, financial reporting for public and private companies as a Controller, and managing large budgets and performance management systems to support operational goals. In 2018, she launched Optinum Professional Corp. to provide finance and business planning support to small and medium-sized businesses and entrepreneurs. She has supported many businesses with building their finance plans and accounting systems, and led fundraising efforts very successfully.
Zahra actively supports social enterprise, completing Canada’s first certification for professionals serving this sector, Community Development for Good. Zahra is also the founder of Social Venture Circuit, a non-profit organization providing educational resources and a community network for for-profit and non-profit social enterprises. In 2020, she led Social Venture Circuit in successfully hosting its first local Social Enterprise Day conference. She also mentors CPA candidates and supports local business incubators.
(Connect on LinkedIn)

Ready to work on your finance and social impact goals?