FinOptimal Employee Directory

AccountingTexas, United States11-50 Employees

We build apps for our accounting firm to close the books continuously, and now you can use those apps too.

📍 Accounting firm since 2015. Software company since 2023.

• Accruer fully automates accrual accounting in QuickBooks. Handle prepaid expenses, deferred revenue, and fixed assets without a spreadsheet. Just write "for the period."

• Booker is smart spreadsheet sync for journal entries that turns your month-end close workpapers into live data feeds. Imagine a journal entry import app but way, way better.

• Wrangler syncs live reports to Google Sheets and provides real-time financial packages. Wrangler is an affordable reporting app that doesn't skimp on features. 

📍 Here's how we help you:

• You use our apps to close the books.

• We use our apps to close your books.

We work with other Accounting Firms and Companies in both capacities.

Find FinOptimal employees' phone numbers or email addresses

FinOptimal Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

South America
2

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  • Argentina
    2

FinOptimal's Leadership

  • Stylized image of a person
    C. S.
    Head Of Engineering
    Phone icon
  • Stylized image of a person
    J. R.
    Founder & Ceo
    Phone icon
  • Stylized image of a person
    H. D.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    J. S. B.
    Director Of Client Services
    Phone icon
  • Stylized image of a person
    M. Z.
    Account Manager
    Phone icon
  • Stylized image of a person
    M. M.
    Manager, Client Accounting Services
    Phone icon
  • Stylized image of a person
    M. N.
    Client Account Manager
    Phone icon
  • Stylized image of a person
    A. L.
    Senior Accountant
    Phone icon

FinOptimal Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Business
  • Business Development
  • Sales
  • Administrative
  • Other

Contact profiles from FinOptimal

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. R.
    Founder & Ceo
    Phone icon
    United StatesTexas
    Mar 30, 2026
  • Stylized image of a person
    C. S.
    Head Of Engineering
    Phone icon
    United StatesMississippi
    Jan 27, 2026
  • Stylized image of a person
    H. D.
    Director Of Operations
    Phone icon
    United StatesNew York
    Jan 20, 2026
  • Stylized image of a person
    J. S. B.
    Director Of Client Services
    Phone icon
    United StatesNew York
    Jan 20, 2026
  • Stylized image of a person
    M. Z.
    Account Manager
    Phone icon
    United StatesNew York
    Jan 20, 2026
  • Stylized image of a person
    M. M.
    Manager, Client Accounting Services
    Phone icon
    United StatesNew York
    Jan 20, 2026
  • Stylized image of a person
    M. N.
    Client Account Manager
    Phone icon
    United StatesNew York
    Jan 20, 2026
  • Stylized image of a person
    A. L.
    Senior Accountant
    Phone icon
    United StatesNew York
    Jul 17, 2025
  • Stylized image of a person
    H. F.
    Senior Accountant
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    J. P.
    Founding Bdr
    Phone icon
    United StatesNorth Carolina
    Apr 02, 2026

Frequently Asked Questions

What is FinOptimal known for?

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FinOptimal was founded in 2014 operates in the Accounting industry. The company's main headquarters is located in 5615 Kirby Drive Houston, Texas 77005 United States. Explore FinOptimal's company overview page for more information.

What is FinOptimal's most common email format?

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FinOptimal employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FinOptimal email formats with LeadIQ.

How many employees does FinOptimal have currently?

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FinOptimal has approximately 18 employees as of March 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are FinOptimal's key employees and leadership?

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As of March 2026, FinOptimal's key employees include:

  • Head Of Engineering: C. S.
  • Founder & Ceo: J. R.
  • Director Of Operations: H. D.
  • Director Of Client Services: J. S. B.
  • Account Manager: M. Z.

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