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?”
We can do the work for you as a service provider or work with you as a coach or consultant.
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
Fundraising
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
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:
Gain valuable insight and resources
Increase profit and financial sustainability
Measure impact strategically to grow social enterprise mission
Improve stakeholder relations with better communications and transparency
Reduce the overwhelm that comes with finance and reporting processes
Increase confidence in financial literacy
Make more time to lead the organization forward
Long-term outsourcing
Dedicated monthly support that integrates seamlessly with your existing team and manages the functions you need for finance and impact measurement.
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.
