Financial insight at your fingertips
Optinum Pro is a knowledge platform for all your finance and accounting needs. You can rely on answers from trusted CPAs — whenever you need them.
Financial insight at your fingertips
Optinum Pro is a knowledge platform for all your finance and accounting needs. You can rely on answers from trusted CPAs — whenever you need them
Why Optinum Pro?
Managing finances can be overwhelming for solo operators and small teams. And bookkeepers and accountants can be beyond the budget. Our unique platform provides expert, reliable support especially designed for you!
Optinum Pro is a cost-effective and sustainable way to access support from a CPA who can answer your tax, compliance and strategic finance questions. We ensure that you can make confident and informed financial decisions for your organization. We also support your learning and planning journey as leaders of growing organizations.
Professional. Proactive. Progressive.
Our unique platform is designed with you in mind:
- You run a sole proprietorship, small business with a limited operations team or non-profit relying on ED, board and volunteers
- You know financials are important but find learning resources are too technical or time consuming
- You want to set processes up right and start early to avoid compliance issues and penalties
- You want to rely on year-round accounting support rather than once a year at tax time
- You want to manage bookkeeping DIY or with admin staff but need to support that with strong technical expertise
- You have a small budget for professional fees to hire or outsource to accountants
How we support your journey?
- Easy to start: Register in minutes and take advantage of our financial systems review checklist for quick insights
- Ticket platform: Simple dashboard to submit your questions, get support and track progress
- Knowledge base: Easy-to-search and simplified content from articles, event recordings, and FAQs to empower you as leaders
- Tools and templates: actionable resources to help you implement effective processes and strategies
- Events: Monthly CPA-led webinars and ask-me-anything sessions to align with upcoming deadlines and issues that impact you most
Plans that fit your organization
Whether you’re just starting out or leading a growing team, we have got a plan for you!
Features
Solo
Ideal for solopreneurs or co-founders
Starter
Recommended
Ideal for small businesses or non-profits
Growth
Ideal for growing organizations with complex transactions
per month. billed and paid annually
$49
$79
$139
paid monthly
$55
$88
$154
Number of users
1
2
4
Support tickets per month
3
6
10
Monthly webinars/Q&A sessions and recordings
Priority access and pricing for T2 tax filings and coaching calls
Same-day support for urgent tickets
Onboarding review consultation
Mid-year financial review call
Support tickets include assistance for
CRA accounts
Bookkeeping software or spreadsheet for revenue and expenses
Payroll module management
Owners only
Revenue and cash flow management
Debt and equity management
Extensive knowledge base for compliance and best practices
Basic bookkeeping and tax
Building your profitability and financial success
Accounting and strategy for complex transactions
Advanced financial management for strategic growth
Solo
ideal for solopreneurs or co-founders
$49
per month. billed and paid annually
$55 paid monthly
- 1 user
- 3 support tickets per month
- Monthly webinars/Q&A sessions and recordings
- Support tickets include assistance for
- CRA accounts
- Bookkeeping software/spreadsheet for revenue and expense
- Payroll module management for owners only
- Extensive knowledge base for rules and best practices
- Basic bookkeeping and tax
- Building your financial success
Starter
Recommended
ideal for small businesses or non-profits
$79
per month. billed and paid annually
$88 paid monthly
Solo features plus:
- 2 users
- 6 support tickets per month
- Priority access and pricing for T2 tax filings and coaching calls
- Same-day support for urgent tickets
- Onboarding review consultation
- Support tickets include assistance for
- Payroll module management
- Revenue and cash flow management
- Debt and equity management
- Extensive knowledge base for rules and best practices
- Accounting and strategy for complex transactions
Growth
ideal for growing organizations with complex transactions
$139
per month. billed and paid annually
$154 paid monthly
Growth features plus:
- 4 users
- 10 support tickets per month
- Mid-year financial review call
- Extensive knowledge base for rules and best practices
- Advanced financial management for strategic growth
Frequently asked questions
Q: How does the support ticketing system for accountant support work?
A: As a subscriber, you will see a button to ‘Submit a Ticket’ on the platform. You can provide a heading, details of the issue for the ticket, share any relevant files and indicate the level of urgency. Once you submit, the ticket will be assigned to a member of our team. Status updates and replies can be viewed on the platform at anytime.
Q: I get a limited number of support tickets per month. What if I have a question about my subscription?
A: If you submit a ticket asking questions about your subscription or payment method, this does not count as a service ticket.
If a query is resolved through a separate paid coaching session or is for your tax filing preparation work, this does not count as a service ticket used.
Q: What happens if I have follow-up questions after receiving an answer?
A: We know that issues are not as simple as a question and an answer, and continuity of support is important to you. You can reply to the conversation in the same ticket. A ticket will remain open until you are happy with the solution. A member of our team will confirm with you before closing the ticket.
Q: Are there live webinars or training sessions available?
A: Yes! Every month, subscribers have priority access to webinars and ask-me-anything sessions where you can learn about the topic of the season and bring your questions on any topics you like.
Recordings and summaries of the webinars will also be available in the knowledge base if you cannot attend.
Q: Can I get help to manage my bookkeeping in a software like QuickBooks?
A: We support a variety of software, including QuickBooks, Wave, Xero, Zoho and more.
Our clients primarily use QuickBooks or Zoho and with accountant access, we can go right into your books to review in detail and offer guidance on how to manage your financial data accurately.
Q: Does the platform comply with data protection regulations?
A: Yes!
The tickets and any data they contain are all private and secure.
The knowledge base is available to all users and public comments are restricted due the personal and confidential nature of the issues we offer support for. It is our priority to protect your information.
For further details, please review our privacy policy.
Q: How do I get access to the discount on coaching sessions and tax services?
A: Book any coaching sessions through the priority link provided in the platform. When it is tax time, we will start a ticket to work on them and collect any information via the platform. This ensures that you get priority service and any special offers for subscribers.
Q: Can I upgrade my plan if I need more support?
A: As an current subscriber, you can change your plan anytime. Please submit a ticket in the platform to request any changes in your subscription plan.
