Financial Optics Inc.: Transforming CAS

In the vibrant community of Overland Park, Kansas, Financial Optics Inc. is making a significant impact in the Client Advisory Services (CAS) sector. Since its founding in 2008, this dedicated firm has been recognized as one of the Top 50 CAS Practices. Known for its deep industry expertise and commitment to innovation, Financial Optics is setting new benchmarks in the field.

Core values that drive success 

Financial Optics thrives on five core values: integrity, dedicated service, entrepreneurial spirit, teamwork, and confidentiality. These principles guide every interaction, ensuring that clients receive exceptional support and trust. Tim Sernett, a leader at the firm, emphasizes the importance of accountability and serving small business owners with a positive, energetic attitude. 

A small team with big ambitions 

With a team of just three, Financial Optics specializes in serving independently owned, full-service restaurants. Their core services include accounting systems and bookkeeping, financial monitoring and reporting, advisory and planning, and technology integration. By focusing on real-time visibility and streamlined processes, they empower clients to achieve financial stability and growth. 

Empowering client success stories 

A standout success story for Financial Optics involves a full-service restaurant struggling with cash flow and high costs. The firm took over their back-office accounting, implemented proactive financial planning, and reduced prime costs by over 10%. Within four years, the client eliminated debt, built strong cash reserves, and expanded to a second location. This transformation underscores Financial Optics’ dedication to delivering measurable results. 

Recognized for excellence 

Financial Optics' achievements have been widely recognized. In 2025, they were honored as a Woodard Top 50 CAS Practice. Their proprietary “Prime Profits” framework, which integrates cash snapshots, KPI analysis, and financial planning, highlights their innovative approach to client service and success. 

Innovation and community at the core 

Innovation is at the heart of Financial Optics’ operations. By leveraging technology like QuickBooks Online and POS integrations, they streamline workflows and enhance accuracy. Their forward-thinking approach ensures they remain at the cutting edge of the industry.  

Community engagement is equally important. By fostering a collaborative environment within the team and with clients, Financial Optics creates a sense of belonging and partnership. This community-driven approach not only enhances client satisfaction but also contributes to the firm’s overall success. 

A bright future ahead 

Financial Optics continues to inspire with its blend of professionalism, innovation, and client-centric service. As they look to the future, their commitment to empowering clients and fostering a positive community remains unwavering. Their advice to new CAS firms is insightful: "Focus on a niche you are passionate about."  

For more information about Financial Optics Inc. and their services, visit their website at financialopticshq.com.  

This spotlight is part of our Top 50 CAS Practices series. Stay tuned as we continue to celebrate innovation and excellence across the profession.     

This article was generated by AI and reviewed and edited by a human.