WHEN IT MAKES SENSE
When the numbers can’t keep up with the company.
The monthly close takes too long
By the time numbers are ready, decisions have already been made without them.
The board asks for numbers you build by hand
Reporting should be a process, not a project every month.
You’re growing into new entities or countries
Consolidation, currencies and intercompany grow complex fast.
WHAT YOU GET
CFO-level finance, without the full-time cost.
We run the finance function with your team, backed by our own reporting technology, and sit with you on the decisions that matter.
HOW IT WORKS
Set up in the first 90 days, then running every month.
After setup, close, reporting and strategic sessions repeat every month.
Diagnose
We review your close, reporting and team.
Build
Model, KPIs and reporting package.
Run monthly
Close, report and review with your team.
Advise
Strategic sessions on the decisions ahead.
FROM OUR CLIENTS
“Optiks advisory and technical expertise have been instrumental in helping us design effective growth strategies.”
FAQ
Common questions
Is this a replacement for a full-time CFO?
For many companies, yes, until the business needs one in-house. For others, we support an existing CFO with more capacity.
Which ERPs do you work with?
NetSuite, QuickBooks, Odoo and others. We consolidate them into one reporting package.
How involved does our team need to be?
Your team keeps ownership of the data. We set up the process and run it with them each month.
What do you need from us to start?
A 30-minute call and access to your latest financials. We tell you where you stand before proposing anything.
Want clearer numbers every month? Let’s start with a diagnosis.
In a 30-minute call with our team:
- →We review where your company stands today.
- →We tell you if and how we can help.
- →You leave with a clear next step, with or without us.