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Financial clarity that boosts profits and reduces taxation
At Optimum Financial Solutions, LLC, we focus on financial clarity to help you achieve maximum profitability while minimizing tax liabilities. With nearly 30 years of experience, we empower small business owners to focus on what they do best—growing their business—while we handle the rest.
Our Services
About Our Firm
Led by Carey Schroeder, a licensed CPA with an MBA in Accounting & Finance, we've worked with privately held and publicly traded companies, as well as private equity and venture capital firms. From start-ups to exit strategies and from clean-ups to strategic turnarounds, we deliver measurable impact.
Our mission is simple: provide the financial clarity and support you need to make informed decisions and strategically achieve your goals.
We can help you shape the optimum solution for your specific needs.
What our clients are saying
Our clients trust us for our meticulous attention to detail, prompt responses, and exceptional results. They depend on our knowledge and support to build best practices for accounting strategies.
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