Download our free financial and impact sustainability checklist.

Take the next step towards success & sustainability.

Watch your financial and impact strategies go from overwhelm or guessing to true measured impact and sustainable growth, that has you thinking, “why didn’t I seek support sooner?”

Take the next step towards success & sustainability.

Watch your business go from financial and impact guessing to true measured impact and sustainable growth, that has you thinking, “why didn’t I seek support sooner?”

Our Services

We can do the work for you as a service provider or work with you as a coach or consultant.

a coach can help you get sorted with clarity and insight for next steps.
Accounting systems

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

  • Design and implement processes for all aspects of your business including sales, payroll, asset purchases and more
  • Compile financial statements for management, directors, shareholders and other stakeholders
  • Track data for key strategic outputs and outcomes
  • Be ready and complete all audits successfully
  • Manage relationships with Canada Revenue Agency and minimize tax payments
Financial sustainability

Analyze and manage your cashflows, profitability and growth from daily decisions to long-term financial projections

  • Understand all aspects of your business performance: what is going well or not and why
  • Get critical knowledge at your fingertips to make important decisions such as pricing, large purchases and business diversification
  • Analyze the financial impact of any decisions and identify risks and operational issues early
  • Keep an eye on short-term cash flow and working capital management, periodic budgets, and long-term financial projections to assess growth opportunities and potential returns
Impact planning & reporting

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

  • Create your impact blueprint from problems and ideas to clear actions and results
  • Align with recognized reporting standards such as United Nations Sustainable Development Goals and Global Reporting Initiative
  • Managing research and insight from key stakeholders
  • Building a measurement plan that strongly aligns with the social or environmental problem you have identified and the initiatives you have implemented as a solution
  • Impact reports showcasing the effectiveness of your initiatives for social or environmental change

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

  • Get ready for pitching and due diligence with your organization’s history and financial projections
  • Manage interaction with potential investors/funders
  • Prepare strong grant funding applications
  • Report on expenditures and strategic progress after funding is received
  • Understand and manage the effects on your operations and processes

We're the perfect match if you are...

  • A business or non-profit leader focused on contributing to positive social or environmental change
  • A social enterprise or a social change project within a business
  • For-profit, non-profit, charity or B Corp
  • Looking to augment your small team with financial acumen
  • Trying to raise investment or grant funding
  • Struggling with measuring your impact
  • In need of expert guidance on finance, accounting or impact management
  • Tired of doing it all on your own

Customized support to suit your needs

Whether its accounting software, spreadsheets, complex rules, impact KPIs or lengthy grant applications, we can help you navigate and get the results you need for the next steps in leading your business.

Working with Optinum, our clients are able to:

Long-term outsourcing

Dedicated monthly support that integrates seamlessly with your existing team and manages the functions you need for finance and impact measurement.

Project & Goals

Short-term or long-term projects scoped in advance with definitive goals, process creation/update and training for you and your team. Build capacity and get the results you need.


Book sessions ad hoc when you need starting from 1 hour. We advise and share resources so you can get the clarity and next steps to move tasks forward.

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.