Optimal Financial Group

Gusto Silver Partner Badge
Gusto Silver Partner

Serves 52 Gusto clients | Partner since 2019

Our services are nationwide: Bookkeeping, Payroll and Tax Preparation Services. Specializing in: Asset Protection, Entity Structuring, Financial Planning, Risk Management, Tax Mitigation and Wealth Accumulation.

Nearly all of our clients go through a comprehensive planning program where every aspect of their financial life is engineered by our team of CPAs, attorneys and planners. This seamless approach ensures that you receive consistent advice that is unbiased, independent and best suited for you. Whether it’s protecting your assets, lowering your borrowing costs, or reducing your income taxes, we work for you. Best of all, your Optimal Plan is fully integrated and coordinated all under one roof. No more endless calls to an array of different CPAs, financial planners, practice consultants, attorneys, and stockbrokers. No more hourly charges for potentially conflicting advice. No more worrying about whether you are getting the best advice that ensures your long-term success.

Gusto Silver Partner Badge
Get in touch
Phone
Give them a call and learn if it's a match. KDc1NykgNTY2LTQ5MjM=
Email
Reach out to ask questions or express interest. aW5mb0B0aGVvcHRpbWFsZmluYW5jaWFsZ3JvdXAuY29t
Locations

Optimal Financial Group

Serves 52 Gusto clients | Partner since 2019

Our services are nationwide: Bookkeeping, Payroll and Tax Preparation Services. Specializing in: Asset Protection, Entity Structuring, Financial Planning, Risk Management, Tax Mitigation and Wealth Accumulation.

Nearly all of our clients go through a comprehensive planning program where every aspect of their financial life is engineered by our team of CPAs, attorneys and planners. This seamless approach ensures that you receive consistent advice that is unbiased, independent and best suited for you. Whether it’s protecting your assets, lowering your borrowing costs, or reducing your income taxes, we work for you. Best of all, your Optimal Plan is fully integrated and coordinated all under one roof. No more endless calls to an array of different CPAs, financial planners, practice consultants, attorneys, and stockbrokers. No more hourly charges for potentially conflicting advice. No more worrying about whether you are getting the best advice that ensures your long-term success.

Firm at-a-glance

  • Accepting new clients
  • Offers remote services
  • 5-9 accountants on staff

Client sizes

  • 1 employee
  • 2-20 employees
  • 21-50 employees

Software experience

Quickbooks Online icon
Quickbooks Online
Quickbooks Desktop icon
Quickbooks Desktop
TSheets icon
TSheets
eBility Time Tracker icon
eBility Time Tracker
Firm Proprietary Software icon
Firm Proprietary Software

Services offered

  • Bookkeeping
  • Consulting
  • Financial planning
  • Manage payroll
  • Tax preparation

Industries served

  • Administration & support services
  • Construction & trades
  • E-commerce
  • Finance & insurance
  • Healthcare & social services
  • Marketing, advertising & consulting
  • Media & communications
  • Professional services
  • Real estate & hiring services
  • Repairs & personal services
  • Retail
  • Software startup
  • Transportation & storage

Client sizes

  • 1 employee
  • 2-20 employees
  • 21-50 employees
Team photos

Software experience

Quickbooks Online icon
Quickbooks Online
Quickbooks Desktop icon
Quickbooks Desktop
TSheets icon
TSheets
eBility Time Tracker icon
eBility Time Tracker
Firm Proprietary Software icon
Firm Proprietary Software

Services offered

  • Bookkeeping
  • Consulting
  • Financial planning
  • Manage payroll
  • Tax preparation

Industries served

  • Administration & support services
  • Construction & trades
  • E-commerce
  • Finance & insurance
  • Healthcare & social services
  • Marketing, advertising & consulting
  • Media & communications
  • Professional services
  • Real estate & hiring services
  • Repairs & personal services
  • Retail
  • Software startup
  • Transportation & storage

Please note that Gusto does not guarantee the quality of any particular partner and that information on this page was submitted by the partner. This directory contains some of our recommended partners, but every business’s needs are different and you should take the time to evaluate the partners before selecting one.