People · operator entity page
Robbie Wentzell · Fractional CFO & Client Growth, Optima — Accounting, Bookkeeping & Margin Strategy
Fractional CFO and bookkeeping leader at Optima — helping businesses tighten margins and run cleaner books.
Who he is
Public LinkedIn presence
Robbie runs fractional CFO, accounting, and bookkeeping at Optima — helping growing businesses tighten margins and keep clean books, a service that lives or dies on accurate data, timely close, and a hundred client touches going right.
What a SideGuy does for Robbie
Where an operator-owned tech layer helps a fractional CFO + bookkeeping practice
- Findability that ranks — service + niche pages so the right SMB owners find your practice, not just the directories
- Client onboarding that runs itself — intake, document collection, and monthly-close reminders turned into a system instead of living in your head
- The back-office glue — the pieces between your accounting tools automated and owned, so your time goes to advising clients, not chasing data
Robbie, you do the high-value part: the judgment and margin strategy that actually move a client's bottom line.
SideGuy is the tech layer underneath — the findability and the onboarding/close automation that keeps your time on advising, not busywork. Operator to operator.
Want to try a tech department for an hour?
I'll give it a quick first look. No Calendly · no meeting · neighbor to neighbor.
Either way · I'll give it a quick first look. Text PJ at 858-461-8054. No Calendly · neighbor to neighbor.
Find Robbie publicly
His work, not ours
- LinkedIn: Robbie Wentzell
- Company: Optima · Accounting & Bookkeeping
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