Are you tired of not having clarity in your numbers?
The rough truth is that most businesses have no idea how much working capital they need or could need IF things don't go as planned.
Or how to forecast their profitability and cash flows.
Or how much they can afford to pay their new employees.
Or how to structure the incentive plan for their revenue-generating personnel.
Or even how to optimize processes to cut fixed costs.
And the list goes on.
This is why we've founded Optimizator Financial.
We are an operational finance partner that helps you manage your finances and increase the return on every dollar spent/invested.
How are we different from typical fractional CFO agencies?
We don't just build a financial model and update it every month.
We work with you to ensure that you actually implement systems and processes that get you to the desired profitability and cash position.
Here's what we do to deliver on our promise :
Discuss and set up budgets aligned with strategic goals
Forecast worst, base, best case scenarios to evaluate profitability and cash flow
Track relevant KPIs and compare actual performance against projections
Build out processes to manage working capital (A/R, A/P. Inventory)
Help raise capital and/or negotiate terms with banks/investors when needed
Recommend supply chain and marketing optimizations to boost profit margins (unit economics)
Take accounting to a more advanced level (omnichannel tracking, productivity, opportunity cost, automation, etc)
Analyze and evaluate the return on capital investments in new initiatives (e.g. expanding the D2C team)
Prepare financial statements for taxes
Integrate financial data from marketing and operations
Review legal documents and evaluate risks/liability
Monitor the performance of parties involved (ops manager, accountants, bookkeepers, and even marketing agencies) to ensure maximum output/return on spend.
If you need finance experts who will elevate your business to the next level, message us.
Financial Consulting for E-Commerce Business Solutions Co
$10,000 to $49,999
June 2022 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
“We were happy that Optimizator would be able to support our vision.”
Feb 17, 2023
Executive, SME Business Partners
Anonymous
Other industries
United Kingdom
11-50 Employees
Online Review
An e-commerce business solutions company has hired Optimizator to provide financial consulting services. This involves cleaning up the client's accounting system, bookkeeping automation, and more.
Optimizator has helped the client understand their capital needs without exhausting their cash flow. They ensure weekly and monthly check-ins through Google Meet and Google Docs to discuss the progress and cash commitments. Their knowledge, attention to detail, and ingenuity are admirable.
The client submitted this review online.
BACKGROUND
Please describe your company and your position there.
I'm an executive at SME Business Partners, we specialise in helping E-Commerce businesses grow online through various platforms.
OPPORTUNITY / CHALLENGE
For what projects/services did your company hire Optimizator, and what were your goals?
Financial Modelling, Budgeting and Accounting. Forecast our financials , better align our marketing , and operations across the portfolio. Have clean and up to date accounting system and records.
SOLUTION
How did you select this firm and what were the deciding factors?
Optimizator was recommended to ourselves, and after an initial discovery call, we were pleased with the information and advice given. Their approach was unique compared to other agencies, we were looking for someone who offered expertise across finance and operations. We were happy that Optimizator would be able to support our vision.
Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.
After the discovery call, Val created a roadmap for the initial setup that needed to be completed. They cleaned up our accounting system, automated bookkeeping , build the integration between our accounting system and sales channels.
Then, they came up with a 12-month projection of our financials and inventory needs while considering worst possible outcomes. With those projections they helped us understand our working capital needs and what loan terms we could have afforded without putting too much stress on our cashflow. We continue to meet up monthly to discuss our progress, movement of capital and cash commitments needed for marketing and product launches.
Describe their billing or cost structure.
Agreed on a cost effective monthly retainer, based on the quality and quantity of work which we were happy with.
How many resources from the firm's team worked with you, and what were their positions?
Val the was the main contact, who is the lead operator at Optimizator.
RESULTS & FEEDBACK
Can you share any measurable outcomes of the engagement or general feedback about the services?
Within the roadmap, timeframes were adhered to, Systems were built and projections for both financials and inventory created. The information delivered was easy to understand and Val gives you a complete walk through.
Describe their project management style, including communication tools and timeliness.
After the discovery call, Val created a roadmap using notion for the initial setup that needed to be completed. Each week we went through tasks completed and what was needed for the coming week. Onboarding through quickbooks gives us the ability to see numbers in real time. Forecasting and Inventory Data is accessible through google docs, and a weekly check in call through google meets.
What did you find most impressive or unique about this company?
The overall knowledge shown by Val in all aspects of Financial and Operations really helps, as well as supporting the marketing team with the necessary numbers to drive decisions. His attention to detail enabled lots of the key decisions to be made quickly using his in depth analysis of the numbers.
Are there any areas for improvement or something they could have done differently?
Not currently
RATINGS
5.0
"Very good overall service, one of the best we have used,"
Quality
5.0
Service & Deliverables
"Great attention to detail, and delivered by deadlines"
Schedule
5.0
On time / deadlines
"Easy through Google meets, and Planner."
Cost
5.0
Value / within estimates
"Within a budget we had available"
Willing to Refer
5.0
NPS
"YEs i would, I think the overall service offered would benefit many business owners
Showing 1-1 of
1 Reviews
Monthly Bookkeeping
Are you tired of having no structure or clarity in your books? We can help.
As a full-scale finance partner, we provide bookkeeping services.
All packages include:
1. Transaction Categorizations
2. Invoicing and Billing
3. Bank Reconciliations
4. Reporting
5. 1 Hour Call with a CFO
Add-ons:
1. Payroll
2. Tax Prep
3. Tax Filings
Small
$250
/month
# of Transactions: 300
Bank Reconciliations
Reporting
Medium
$450
/month
# of Transactions: 1500
Bank Reconciliations
Reporting
Large
$850
/month
# of Transactions: 5000
Bank Reconciliations
Reporting
Features
Small
$250
/mo
Medium
$450
/mo
Large
$850
/mo
# of Transactions
300
1500
5000
Bank Reconciliations
Reporting
Small
$250
/mo
# of Transactions
300
Bank Reconciliations
Reporting
Medium
$450
/mo
# of Transactions
1500
Bank Reconciliations
Reporting
Large
$850
/mo
# of Transactions
5000
Bank Reconciliations
Reporting
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