You handle their accounts.
We'll handle the commercial headache.
Optima works alongside accountants to support clients with the commercial services, supplier paperwork and day-to-day hassle that sit outside traditional accountancy.
Talk to Optima →Support your client. Not replace you.
Clients already ask accountants about energy bills, card fees, waste contracts, phone costs, business rates and all the other paperwork that lands on the desk. Optima gives you somewhere trusted to send those questions. We deal with the commercial issue and support the relationship you already have with your client.
Your client stays your client.
We're there for the commercial areas introduced to us — not to compete with the professional relationship you've built.
One useful introduction.
Instead of pointing clients towards several suppliers, give them one commercial contact who can look across multiple costs.
Less paperwork on your desk.
Supplier calls, renewals, bills, contracts and comparisons can come to us rather than becoming another job for your team.
“Speak to Optima. They'll sort it.”
Payments, business energy, water, commercial and specialist waste, telecoms, EPOS, business rates, foreign exchange and Capital Allowances — all through one commercial support relationship.
Already happy with a supplier? Good.
We're not here to manufacture problems or switch clients for the sake of it. If what they have is competitive and working well, we'll say so. If we can provide the same or better for less, improve the setup, or simply remove the administration around it, we'll explain the option clearly.
A simple partnership.
You introduce
Send us a client who needs help with an agreed commercial area.
We review
We understand what they already have before recommending any change.
We handle it
Where action makes sense, we deal with suppliers, paperwork and practical next steps.
You stay informed
We support your client relationship rather than trying to take ownership of it.
Give your clients somewhere useful to go.
Let's discuss how Optima can work alongside your practice and support only the businesses and areas you introduce.
Discuss a partnership →