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"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

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Jesse Rubenfeld

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Accounting Automation & Financial Software Development
Strategic Financial Operations & CFO-Level Leadership
Tech-Driven Solutions for QuickBooks Online Ecosystem
Entrepreneurship in FinTech & Scalable SaaS Products

Jesse Rubenfeld is the Founder and CEO of FinOptimal, where he combines deep accounting expertise with automation to deliver innovative software and services. His career began in New York at the Lime Group, managing financial operations and later serving as LimeWire’s CFO. He then joined the D. E. Shaw Group as controller of its research division, specializing in supercomputing for drug discovery.

Driven by a passion for optimizing financial operations, Jesse founded FinOptimal to help QuickBooks Online-based businesses achieve transformation through automation. A CPA in New York, he holds degrees from the University of Pennsylvania, Wharton, and Columbia, and now lives in Houston with his family.