Optimizator Financial LLC

Optimizator was contracted by SME Business Partners, an e-commerce growth solutions company, to provide financial consulting services. The company's executive sought Optimizator's expertise in financial modeling, budgeting, and accounting with the goal of improving their financial foresight, streamlining operations, and maintaining clean accounting records. Following a recommendation and a satisfying discovery call, Optimizator was chosen for their unique approach and proficiencies in finance and operations. The lead operator at Optimizator, Val, was instrumental in the project, offering a roadmap for streamlining SME's accounting system and automating bookkeeping. He built integration between SME's accounting system and sales channels, and provided a 12-month forecast of the company's financials and inventory needs. This foresight allowed SME to better understand their working capital needs and manageable loan terms. The partnership continues with monthly meetings to discuss progress and financial commitments. The cost structure for Optimizator's services is a cost-effective monthly retainer, which SME found satisfactory given the quality and quantity of the work.