We take care of your
accounting needs,
so you can focus on
fulfilling your mission.
CFO Advisory & Accounting Service Offered to Businesses & Nonprofits that includes:
- Financial Reviews & Analysis
- Budgets & Projections
- Cash Flow Forecasts
- Set-Up & Training
Accounting, Bookkeeping & CFO Services
Optimal CFO offers controllership services to meet the accounting and bookkeeping needs for small businesses and nonprofits that include:
- Creating timely, detailed financial reports on a regular basis
- Performing general accounting, detailed analysis, and month-end close
- Reviewing financial data, statements and reports monthly
- Developing the budget, forecasts, and variance analyses
- Setting up the bookkeeping, invoices, bills, and chart of accounts
- Tracking grants, restricted gifts, and financial aid
- Preparing financial documents requested by external firms
- Answering questions and explaining the finances
With a CFO on Your Team
You will always be a few steps ahead because you will have the financial insight to act with intention, strategy, and clarity.
Instead of figuring it out alone, Optimal CFO will take the guesswork out of the finances.
No longer will you have to struggle with understanding the numbers.
You can hand over your financial documents with confidence to the Board, banks, donors, tax preparers, and auditors.
Imagine having a designated CFO and an organized accounting system to manage the finances with ease.
We are very fortunate to work with these amazing partners
Meet Loie Watkins
Learn More About The Optimal CFO
Loie Watkins
The entrepreneur and business owner of Optimal CFO, Loie Watkins is most passionate about helping small businesses and nonprofits to balance
the books and stay on top of their finances. This virtual CFO and accountant honed her expertise in the accounting and finance field for more than 22 years.
She was a 10-year corporate accountant for an international company and worked with nonprofits as the finance director for a decade while being recognized as a Key Contributor. She earned the degrees of Bachelor of Business Administration in Accounting and a Master of Business Administration (MBA). Her core values are integrity, patience, versatility, and consistency.
She has given informative presentations and trainings on accounting and finance to women and minority owned businesses, churches, and private schools. Her professionalism and attention to details provides companies with an organized accounting system so they can make effective decisions with clarity, peace of mind, and security.
What People Say
“Mrs. Watkins revised our monthly financial reporting, provided
forecasting based on different variables and encouraged the school
to ask long-term questions about our financial position and goals.”
– Josh J. Clark, Former Head of School
“Optimal CFO takes the time to discuss concerns and
responds to questions thoroughly. The close attention
to details has resulted in meticulous and accurate works.”
– Mt. Vernon Westwood Baptist Church
“Optimal CFO LLC helped my business tremendously.
The service was comprehensive and detailed.
I would recommend this accounting service for businesses small or large.”
– Greg Echols, Owner, HGD Waste Solutions
“Working with Optimal CFO LLC has been outstanding. Loie is thorough, highly skilled, knowledgeable, and truly cares about her clients. This has been the smoothest experience and we are blessed to have her accounting and bookkeeping services. I completely trust our non-profits in her very capable hands. Working with her has been an answer to prayer.”
– Juanita at Purpose Productions
“Optimal CFO is very meticulous and has a strong understanding of complex accounting and business analysis. I now have a better understanding and overview of my businesses, and I have been able to identify areas of improvement. ”
– Sheg Aranmolate, MD, Physician, Molecular Biologist, Entrepreneur, Leovard
“Loie Watkins is a distinguished financial professional who will exceed expectations. She is truly a genuine person who is both intellectually sharp and agile.
She provides great integrity, a drive for results and tremendous work ethic.”
– Derrick Pratt, Managing Partner, Global Circle Recycling
“Working with Loie at Optimal CFO has taken all of the stress and worry out of completing the financial task for my business. Loie was very communicative and informative throughout the entire process. She was reassuring and executed all tasks needed for successful reporting and filing. She has gained a loyal customer from Cafe Noir.”
– Jasmine at Cafe Noir
“Optimal CFO was what we needed for our financial needs. Mrs. Watkins delivered a very organized and professional design in helping our church’s finance office. Great choice for us, very clear and precise.”
– Superintendent Donald Chism, Messiah Fellowship COGIC, Memphis TN
Getting Started is Easy to Do!
Getting Started is Easy to Do!
