How can we help you?

Coaching programs

Coaching programs

From mindset to cashflow we got your back.

From health to finance we cover all areas to put you in ultimate position to win!

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Cash Flow Planning

Cash Flow Planning

It works as a crystal ball to provide a picture how your business will do months in the future.

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Investment Planning

Investment Planning

We understand the challenges you face in managing your finances while striving for growth. That's why we offer a tailored solution that combines financial strategy, analysis, and guidance to empower you with the insights and support you need.

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Research & strategy

Research & strategy

With you and for you we write a business plan that covers executive summary, market analysis, SWOT,.. with financial projections. 

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Budget Planning

Budget Planning

Providing advice and guidance on how plan, set and run budgeting accounts and actually get paid upfront.

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Tax Planning

Tax Planning

Advising on the most tax efficient strategies to meet current and future financial goals.
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Entry gate to Slovenia

Entry gate to Slovenia

For forign investors we help form or find a company, we scout for desired investment opportunity and manage the whole process untill you successfuly move to Slovenia

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Company evaluation

Company evaluation

Ultimately, a thorough company evaluation provides a comprehensive picture of the company's worth and helps determine its investment or acquisition potential. It's a process of assessing the financial and operational performance, as well as the overall value, of a company.

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Accounting

Accounting

Essential financial function for your business

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Financial Planning Scheduling

Comprehensive financial plans

Personalized advice

Long-term financial security

Get the taste of us with a book

My name is Uroš the CEO and I’m the author of this book. Thank you for grabbing this book,  I really appreciate you devoting your precious time  to Master of finance book.

I grew from a kidpreneur selling dirt at around 7 years old to virtual CFO helping business owners grow their business. 

I’ve been fortunate enough to work in the industry where I had opportunity to learn not only on my own mistakes but also on other peoples issues and mistakes for the past 20 years. Many of those I gathered in this book for you to avoid.

Statistics hard truth is that 90% of businesses die within 1st 3 years and only 20% reach that 10 year mark.

Therefore this book is part of my desiring effort to help you prove me and everyone else wrong on this one. Use this book as a playbook how to run finances in your business.

Get a book

Contact Optitax Financial

Get in touch with Optitax Financial for all your financial planning needs.

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Our Core Values

Service trough leadership - We understand that there is literally no other way to lead than from the front. We cannot lead if we are not willing to do. We cannot teach or expect anyone to follow our lead if we haven't done the work ourselves and set the standard on what to do and how to do it. We don’t work for clients- we lead them 

Go the extra mile - over delivery - We always go the extra mile for customers, co-workers, and the company. We strive to always over-deliver and exceed people’s expectations at everything we do and we do so with enthusiasm. We understand that going the extra mile for people is what results in word of mouth, which is the driving force behind real growth. We strive to WOW people with our outstanding customer service… It’s not just something we say, it’s something we do and our daily actions reflect this.

Extreme ownership - We always accept full responsibility for our actions and performance. When we identify an issue or are given a task, we own that issue or task and see it through to its completion. We don’t shift blame. Nothing we are aware of is ever someone else’s fault; we always take it fully upon ourselves to make it right.

Inspire to be better - We are always learning and striving to better the company and ourselves. We believe in taking the time to learn things on our own to better ourselves personally and improve our performance. We know that learning is essential to growing and that our personal growth and performance have a direct impact on the company’s growth and performance. We work to get better everyday and constantly push ourselves for personal progress and make it a point to never be the weak link on the team.

Sell happiness - positive vibe, ease the pressure, sell the end solution

Sean

Meet the team

We, Optitax Financial, are an experienced Financial Planning business team based in Kranj, Slovenia. With a commitment to excellence and a strong dedication to our clients' financial goals, we are committed to helping people plan their financial futures. Our team is comprised of financial professionals, including accountants, financial planners, and investment advisors. We offer a variety of services, including financial planning, investment advice, tax planning, cashflow coaching, and more. We understand that everyone's financial circumstances are unique and strive to provide tailored solutions that meet our clients' individual needs. Our team is passionate about helping our clients make wise decisions to secure their financial futures. We look forward to helping you plan your financial future today.

Daytrading bitcoins financial markets at a coffeeshop.".