Financial clarity for smarter cash flow, growth, and capital decisions.
At Optimum Financial Solutions, LLC, we help scaling consumer e-commerce brands turn complex financial data into smarter decisions, stronger cash flow, and more profitable growth. Fractional CFO leadership backed by 25 years of public-company financial rigor.
Financial leadership that turns numbers into next steps.
Every scaling e-commerce brand reaches a point where the finances have outgrown bookkeeping, but a full-time CFO still doesn’t make sense. That’s where we come in.
Optimum Financial Solutions provides senior financial leadership embedded directly with your team, focused on the decisions that move the business forward: improving cash flow, protecting margins, allocating capital, planning for growth, and funding what comes next.
We work directly with owners, leadership teams, and boards. Not as an outside consultant who delivers a report and disappears, but as a hands-on financial partner involved in the decisions themselves.
That means building forward-looking forecasts, cash flow models, and KPI reporting that give leadership the visibility to make confident decisions. It means evaluating where capital should be deployed, identifying the financial drivers behind profitable growth, and bringing discipline to planning, reporting, and risk management as the business scales.
Our approach is shaped by 25 years of finance leadership with NASDAQ- and OTC-listed companies, along with hands-on work across owner-operated businesses, private-equity-backed, and publicly traded companies.
The result is financial leadership that is practical enough for a lean, growing business and rigorous enough for a public-company boardroom.
Our Services
Learn moreNot more data — the numbers that actually drive the decision.
Learn moreFilings that hold up. Controls that prevent the problems filings would catch.
About Our Firm
Led by Carey Schroeder, a licensed CPA with an MBA in Accounting & Finance, Optimum Financial Solutions brings senior-level financial leadership to privately held, private-equity-backed, venture-backed, and publicly traded companies.
From start-ups and rapid growth to financial clean-ups, strategic turnarounds, capital planning, and exit preparation, we help leadership teams translate complex financial information into clear, actionable decisions.
Our mission is simple: give business owners and leadership teams the financial clarity, discipline, and strategic support they need to improve performance, deploy capital wisely, and achieve their goals with confidence.
Every business is different. We work with you to build the optimum financial solution for where your company is today and where you want it to go.