OptiFi Services

Providing your business with tailored finance solutions no matter the size or type of your business. We will deliver you quality and timely outsourced transactional administration or financial advisory services.

Outsourced Transactional Administration

Day to day processing

Let us take the hassle of financial transactional administration tasks off your hands. We will provide a service that meets your requirements.

Accounts payable / process invoices you need to pay
Accounts receivable / create invoices to send to your customers
Expense management
Bank reconciliations
GST returns

Management reporting

OptiFi will provide monthly reporting based on your requirements and will supply you with critical insights into your business performance. Examples of reports could be:

Profit and loss
Balance sheet
Cashflow
Reconciliations
Workpapers
Dashboard analytics

Training

Want to learn more about your accounting system or reports? We can provide one on one training no matter your current level of knowledge.

Basic accounting concepts
How to read your monthly reports
Xero or MYOB training
Xero or MYOB payroll

Quoting and Inventory

Let OptiFi help with those other finance tasks that just need an extra hand to get you started.

Job quotes in Xero
Inventory management in Xero
Cost of goods sold

Advisory & Consultancy

One off projects

Each business is unique and can have a range of one-off projects that they are just needing that extra help to getting started or completing the whole job. We are perfectly placed to help you plan, execute, and manage a broad range of financial projects and tasks no matter how small or large it is. Some of these financial projects and tasks could be:

Finance system reviews or new systems migration to Xero or MYOB
Management Reporting review and / or development
Job costing system review
Inventory management
Management of RFPs (request for proposal) and tenders for bankers, insurance, auditors, and more

Business planning

Unsure of your business plan? OptiFi will help you to set goals, define actions to achieve them, and allocate your resources efficiently, ensuring your company maintains direction, adapts to changes, and achieves long-term competitive advantage.

For existing business
Growth, new business
Reporting and data analysis to see where you are at

New business start up

Not sure where to start? We will help you to develop your business idea, create a business plan, guide you when securing funding, register your business and launch your product or service. We specialise in small businesses.

Ideas testing
Due diligence
Assisting with key steps for startups
Connecting you with the right marketing, digital, legal and insurance partners

Business streamlining & improvements

Wanting to grow your business or achieve better efficiencies and profit? OptiFi will help you to optimise processes to enhance efficiency and productivity by identifying and eliminating inefficiencies, automating tasks, and continuously improving operations. Our goal is to help you reduce costs, increase quality, and improve overall performance. No jobs are too big or small, we will ensure we size the work to your needs.

Scale-up
Tidy-up
Process and system reviews
Delegation of Authority setup

Governance

With years of practical experience and knowledge about the frameworks, policies, and processes that ensure an organisation is managed effectively, ethically, and in compliance with laws and regulations, OptiFi will help you to focus on accountability, transparency, and strategic decision-making to achieve your organisational goals.

Establishing Board reporting
Review of governance structure
Best practice for directors
Developing a Risk Framework
Assisting with strategic planning

Enquire now

Working with OptiFi

1. Contact us - reach out and let us know what is
concerning you.

2. We will meet with you, getting to know your business and your needs.

3. OptiFi will prepare a proposal for you based on your requirements, ensuring we fit your scope, budget and timeframes.

4. On acceptance -
we will spend time understanding your business and setting up.

5. We do the work!

6. We will check in with you along the way, to ensure you are 100% satisfied with us.

Lets Talk

Every business is different. We know one size doesn't fit all. We listen to what your requirements are before we prepare a proposal. We work with you to understand your business needs and then we deliver outcomes to achieve your desired benefits. We will deliver what you ask for and not what we have a template for.