Optivo — a fractional COO for your firm
Optivo gives accountancy firm owners senior operating support and hands-on practice management.
Optivo gives accountancy firm owners senior operating support and hands-on practice management.
Optivo is a monthly retainer that gives accountancy firm owners a fractional Chief Operating Officer. The aim is a more profitable firm that depends less on its founder, at a lower cost than a full-time hire.
Weekly COO working session with you and your leadership
Monthly operating review — workflow, capacity, pricing, delivery
A live operating plan that your team owns
Support between sessions when a decision needs making
Optivo is for founder-led firms that have outgrown informal ways of working. In these firms the owner is still handling workflow, team issues and day-to-day decisions, and wants time to lead the firm. If you currently fit practice management into the gaps between client work, Optivo takes it on for you.
The finance side is handled by its sister service, Fiscora. Track the numbers that matter with our guide to firm KPIs.
A confidential call covers how your firm runs today and where a fractional COO would help first.
Book a confidential call
Andy Jackson, co-founder