Optmyzr is a fast-growing SaaS company operating across the U.S. and India. Their platform helps marketing teams manage PPC campaigns more effectively—and their client list was expanding fast.
But behind the scenes, their finance stack was struggling to keep up. Global operations. Multiple entities. Mounting tax exposure. No clear plan tying it all together.
That’s when they came to us.
The Problem: Complex Structure, Zero Strategy
Optmyzr wasn’t disorganized. But like a lot of scaling tech companies, they were relying on generalists—bookkeepers, CPAs, basic controllers—none of whom were thinking beyond compliance.
They had:
- Operations in two countries
- An expanding U.S. team
- Mounting tax liabilities
- No real tax planning or cash strategy
They didn’t need another report. They needed direction.
The Fix: Real Tax Strategy + CFO-Level Planning
We started by reviewing every piece of their financial structure—U.S. and India. Then we built a plan that addressed both immediate savings and long-term scalability.
Key moves included:
- Restructuring compensation for tax efficiency
- Aligning U.S. and international operations for cleaner financial visibility
- Implementing proactive tax planning to reduce exposure
- Providing ongoing strategic CFO advisory to support growth
This wasn’t about playing defense. It was about putting their financials to work.
The Results: $185K+ in Tax Savings—and a Scalable Foundation
In the first year, we helped Optmyzr save over $185,000 in taxes.
More importantly, we helped them build a scalable finance structure that works across borders—one that supports hiring, growth, and future exit planning.
What That Means for Optmyzr
- Their U.S. operations run cleaner and more efficiently
- Their tax burden is under control
- Their leadership team has strategic support—not just compliance help
They went from reactive to intentional. From fragmented to aligned.
Client Testimonial
“Bennett Financials helped us align our operations and reduce our tax exposure in a way no other firm could.”
—Frederick Vallaeys, CEO of Optmyzr
Want to Scale Without Losing Cash to the IRS?
This is what strategic finance looks like: real savings, better structure, and fewer surprises.
We help service-based and SaaS businesses scale lean, build tax-efficient systems, and keep more of what they earn.
Ready to do the same?
Schedule a Consultation and let’s get started.