Financial clarity starts here
CFO advisory, accounting, and bookkeeping that help business and nonprofit leaders move forward with clarity.
For small businesses & nonprofits
Loie Watkins
Founder, Optimal CFO
A trusted partner to businesses & nonprofits
- LEOVARD
- HGD Waste Solutions
- Mt. Vernon Westwood
- Purpose Productions
- Messiah Fellowship
How we help
The right support.A clearer way forward.
For business owners: organized records, practical planning, and a clear understanding of your cash flow so you can make your next move with confidence.
- 01
Accounting & Bookkeeping
Organized records. Timely reporting. A clearer financial picture.
Common for businesses
Explore Accounting - 02
CFO Advisory
Budgets, forecasts, and financial insight to guide your next decision.
Common for businesses
Explore CFO Advisory - 03
Nonprofit Financial Support
Clarity around grants, restricted funds, and financial reporting.
Explore Nonprofit Support
Insights for your next move
Understand your cash flow. Plan your next move.
Watch a practical introduction to business cash flow.
Let's talk about your business
Meet Loie Watkins
Expertise with a personal touch.
Loie helps business and nonprofit leaders understand their finances and make informed decisions.
- Corporate accounting experience
- Nonprofit finance leadership
- BBA in Accounting · MBA
“Loie is thorough, highly skilled, knowledgeable, and truly cares about her clients.”
Tell us a little about your organization. We'll contact you to arrange a consultation.