A Financial Tool To Provide Business Insights
Our Software as a Service (SaaS) platform is designed to help our team create insightful reports to identify value add solutions for our clients.
For only $1000, you'll receive a full report and 2 hours with an Optima CFO who specializes in your industry. They will take you through the report and provide you with recommendations on how to improve your business and structure a financial plan.
Learn more about OptiView
Reach out today to learn more about this software and what it can do for you and your business.
OptiView helps thousands of accounting firms and business consultants acquire and retain clients through differentiated, high-value services. Leverage this tool to build or strengthen an advisory practice, leverage robust benchmarking data, and streamline the audit process.
By streamlining existing workflow and scaling your firm's processes at every stage in the client relationship, OptiView supports your goals.
Helps thousands of accounting firms and business consultants acquire and retain clients through differentiated, high-value services. Build or strengthen an advisory practice, leverage robust benchmarking data and streamline the audit process.
Modeled after SSVS No. 1 standards, the software follows the income, market and asset approaches to generate an accurate, defensible value. Valuation Snapshot enables business valuation professionals to streamline workflow, increase realization rates and offer advisory services.
Acquire & Develop Clients
Attract prospects with insights into their industries and identify opportunities to cross-sell services based on industry specific financial metrics. Deepen client relationships by comparing their financials to their industry.
Differentiate Your Firm & Sell Additional Services
Identify strengths and weaknesses using "what-if" scenarios, projected client financials and textual narrative reports with specific business recommendations.
Senior staff can leverage a web-based platform to generate accurate valuations and to provide strategic guidance on the future of client businesses.
OptiView is SaaS that Helps Scale Your Firm
Enjoy the benefits of:
- Streamlining existing processes to decrease time spent on analytics
- Standardizing an approach of establishing Key Performance Indicators
- Ongoing, automated product updates & enhancements
- Retaining clients through increased value added services
- Acquiring clients by leveraging insights from the OptiView industry database.
How Optima Office Clients Achieve ROI
Diagnose and analyze client financials through:
- Financial Analysis
- Loan Package Preparation
- Forecasting & Valuation.
- Decrease time spent on analysis and reporting
- Increase the number of services provided to each client
- Strengthen client relationships
- Gain time to acquire new clients and provide additional services
- Leverage an online platform to reduce time spent on administrative tasks.