Optimizator Financial LLC
visit site- $5,000+
- 2 - 9 employees
- Miami, FL
Optimizator Financial is a Miami, Florida-based business consulting company. The small team offers business consulting, financial advising & planning, logistics & supply chain consulting, and accounting. The company was established in 2021.
Client Insights
Industry Expertise
70%
20%
10%
Client Size Distribution
Small Business (<$10M) 70%
Midmarket ($10M - $1B) 30%
Common Project Size
$10K-$49K 1 project
Clients
This provider has not added their key clients.
Highlights from Recent Projects
Optimizator Financial LLC was hired by SME Business Partners, a company specializing in e-commerce growth solutions, to provide financial consulting services. The project involved financial modelling, budgeting, and accounting with the aim of forecasting the company's financials, aligning marketing and operations, and ensuring an up-to-date accounting system. Optimizator was chosen due to their unique approach and expertise in both finance and operations. The project was led by Val, the lead operator at Optimizator, who began by creating a roadmap for the initial setup. This included cleaning up the accounting system, automating bookkeeping, and building integrations between the accounting system and sales channels. A 12-month financial and inventory projection was also created, which helped SME Business Partners understand their working capital needs and potential loan terms. The partnership continues with monthly meetings to discuss progress and financial commitments. The company was pleased with the cost-effective monthly retainer agreed upon for the services.