Our Services
Interim CFO & Financial Management
Flexible, experienced financial leadership when and where you need it most.
We provide interim CFO or controllership services to help stabilize operations, lead audits, and develop robust financial systems.
Includes:
Interim CFO / Financial Controller support
Budgeting & multi-year forecasting
Audit preparation & funding reconciliations
Grant management and compliance
Financial policy & internal controls
Finance department structure and team oversight
Governance Development & Organizational Strategy
Building accountable, values-aligned structures that work.
We work with leadership teams, boards, and administration to strengthen governance systems and align policy with purpose.
Includes:
Governance framework development
Delegation of authority & approval processes
Financial Administration Law (FAL) alignment
Board and staff policy development (finance, HR, admin)
Risk management frameworks
Strategic planning facilitation
Stakeholder & Government Liaison
Bridging communication between your organization and key stakeholders.
We help you show up with clarity and confidence when it matters most — in community, with funders, and in front of Council or Board.
Includes:
Community engagement support and facilitation
Government funding relationship management
Briefing notes, grant reporting, and presentations
Support for Council/Board communications
Strategic advocacy and positioning
Systems & Process Improvement
Better systems mean better results.
We help you streamline operations, implement tools, and create workflows that reduce burnout, improve reporting, and clarify responsibilities.
Includes:
Workflow and role clarity mapping
ERP and accounting system integration (Adagio, Sage Intacct, Quickbooks)
Internal process audits
Digital document management systems
Reporting cycle & dashboard setup
Connect with Us for Customized Solutions
At Optimal Insight Solutions, we understand that every organization is unique. That's why we offer tailored consulting services designed to meet the specific needs of your not-for-profit or Indigenous organizations. Whether you're looking for controller services, funding management, or liaison services, we're here to help. Contact us today to explore how our customized solutions can support your mission and enhance your impact. Let us create a tailored strategy that aligns perfectly with your organization's goals and challenges. Reach out to start the conversation—we’re excited to work together and make a difference!