Optivo is a monthly retainer that gives accountancy firm owners a fractional Chief Operating Officer — the operating discipline to run a calmer, more profitable, less founder-dependent firm, without the cost of a full-time hire.

What's included

Weekly COO working session with you and your leadership
Monthly operating review — workflow, capacity, pricing, delivery
A live operating plan your team actually owns
Light-touch support between sessions for the real decisions

Who it's for

Founder-led firms that have outgrown informal ways of working — where the owner is still too close to workflow, team issues and day-to-day decisions, and wants the space to lead rather than fire-fight.

The finance side is handled by its sister service, Fiscora. Track the numbers that matter with our guide to firm KPIs.

Thinking about your next chapter?

Whether you want to sell, step back gradually, or just take the back office off your plate — start with a confidential, no-obligation call with the buyer.

Book a confidential call