What our clients say about us

Professional Tax Advice

Responsive, professional and knowledgeable. Kanika understands my specific needs, advises on options and implements to a very high standard.

Many thanks optimyze finance

Very responsive and lovely people

Tax solution

Everything was clearly explained and an excellent solution to my problem was found.

Excellent Service and super helpful Professionals

Kanika has been amazingly helpful to me that I was completely lost with the whole tax optimisation. She made the time to have an initial discussion with me guided me through and then I was certain that she was the best choice for me. She was precise and correct with her calculations when comparing to HMRC and she advised me over different scenarios to assist me with the tax optimisation exercise. I am very grateful that I found this Company and very glad that I worked with Kanika. I would definitely recommend her to other colleagues who are facing the same issues.

Very pleased

Very efficient, a pleasure to deal with

Great service

Great service, Kanika was very helpful and, most importantly, provided an excellent service that saved me money. I recommend Opyimyze finance to anyone looking for assistance with their taxes and finance needs.

Great service and great team.

Superb experience

It was such a great and professional experience. The service was really thorough and great communication throughout! Would highly recommend Kanika

Outstanding service

Kept me informed abs engaged at all stages

SA tax calculation assistance

Optimyze assisted me with an ETF tax calculation. They worked quickly, communication was good, and they made sure I was only charged for the work that was necessary.

Would definitely recommend.

Easy to use service and they got me plenty of tax back which was great!

Excellent CGT SA support

Attention to detail and excellent customer service to provide the optimal CGT calculations for a complex investment portfolio, highly recommended 👍🏻

Great service

Kanika is great at helping us with tax advice and reporting services, would recommend to others!

Personal Tax

There were a few issues setting up but after that everything ran pretty smoothly

Optimise Finance Feedback - Kanika Bali

Kanika at Optimise Finance is an experienced tax expert who helped us on taxation topics and her guidance was very helpful

Diligent and helpful

Kanika was very helpful in assisting me with calculating my self assessment tax return for the first time.

Personal Accounting

Prompt, professional and comprehensive.

Excellent service

Very good quality and flexible around my needs

Optimyze

Responsive and helpful.

Thank you

Simple, practical, easy to work with

Solved my worries quickly and effectively.

Kanika was quick to identify the issue and a propose the steps for a remedy with quite a pressured timeline.

James Rees

Everything I have asked for they have done effectively .

Excellent to work with. Very happy to recommend.

Kanika and Szymon have been excellent. They are polite, helpful, professional and easy to work with. They did a fantastic job completing a piece of work to a very tight deadline, at the busiest time of year, with patience, calm and kindness.

Exceptional form

An exceptional financial service company. Manu and his team and efficient, considerate and extremely competent. They have been excellent for me and my company and I would highly recommend them.

Let the team take the strain

The team at Optimyze Finance are both knowledgeable and supportive, particularly to someone like myself who wants to be hands free from the legalities and compliance that a new business requires. Always at hand to provide advice and - importantly - always there to provide those required nudges as key dates in the financial year start appearing on the horizon. Working with this team will provide you with the opportunity to focus on the day to day requirements of your dreams in the safe knowledge that your number crunching requirements are in capable hands.

Helpful and efficient

As a business owner, I was impressed by the comprehensive knowledge spanning both business and personal affairs, as well as an awareness of the nuances and considerations for business operating across multiple international jurisdictions. My business partner and I have consolidated our advisory work and personal affairs into one management account with Optimyze in an effective and time efficient structure.

Pro active and Quick - Can recommend for personal and corporate filing.

I required help to sort out some of my incomes from India with HMRC. Kanika was so helpful and proactive in communication, all with the reasonable price. I also started using Optimyze to fill the returns for my company as well.

APN Management Solutions has experienced significant value from the expert tax advisory and accounting support provided by Optimyze Finance LLP. CA Kanika Bali’s deep knowledge and practical approach have made our financial processes more streamlined and efficient. Her prompt guidance and strong command over tax regulations have been extremely beneficial. We confidently recommend Optimyze Finance LLP to any organization seeking dependable and professional financial services.

Working with Optimyze Finance LLP and CA Kanika Bali has been a great experience for Edufice Infraservices Pvt. Ltd.. Their expert tax advisory and accounting services have been instrumental in streamlining our financial processes.

We’ve had the privilege of working with Optimyze Finance LLP for our tax advisory and accounting needs, and the experience has been nothing short of outstanding. CA Kanika Bali has been a tremendous asset to our team at TEHRI Foundation, providing expert guidance and support in managing our financials. Her deep understanding of tax laws and accounting practices has not only helped us stay compliant but also optimized our financial strategies for greater efficiency. What really stands out is her proactive approach—she consistently goes above and beyond to ensure that we’re on the right track and fully informed at every step. We’re grateful for her dedication and highly recommend Optimyze Finance LLP to any organization looking for reliable, top-quality financial services.

We have been working with Optimyze Finance LLP for our tax advisory and accounting needs, and I must say, the experience has been exceptional. CA Kanika Bali has been providing outstanding services to our company, Fore Consultants Pvt. Ltd., ensuring that all our financial matters are handled with the utmost care and precision. Her expertise in tax advisory and accounting has been invaluable, offering us not only clear and actionable advice but also strategic insights that have helped optimize our financial planning. We truly appreciate her professionalism, responsiveness, and dedication to helping our business grow. We highly recommend Optimyze Finance LLP and CA Kanika Bali for anyone looking for top-tier tax and accounting services!

Excellent Tax Advisory Services.

Service Feedback

Manu and Kanika have been very professional and responsive throughout the process. They handled my self-assessment efficiently and made everything clear and stress-free.

Optimyze are professional

Optimyze accountants have been very professional and genuinely helpful throughout. They guided me through my self-assessment clearly and made the process stress-free.

Professional and supportive

Excellent support from Manu and Kanika. Great advisory services for both my self-assessment and my company throughout. Thank you!

Exactly what I needed

Kanika explained everything clearly and answered all my questions, and has given me the tools I needed. Absolutely would recommend.

Optimyz feedback

It was good and decent on communication but it would’ve been better if prior to taking me on, it would’ve been made clear that I don’t actually need to do any self assessment or any filings.

I would highly recommend

Manu and Kanika are very knowledgeable and I have the most confidence in their ability to provide the best accounting and tax advisory. They've been able to take out the time to go through everything with a fine tooth comb and have given me a very positive outcome with how to optimise my position and return.

Excellent Financial Advisor

I have been working with Manu and Kanika for over a year and have received excellent service throughout. I had a range of tax and financial queries, including inheritance tax advice, HMRC tax returns and self-assessment obligations, and general financial advice, and they were able to address everything comprehensively. I met Manu in person twice in London and had several online consultations with Kanika.

Thank you

Thorough responses and completes the work accurately

Very quick process!

Very quick turn around

Highly Satisfied

Was given exceptional service! Pleased to state that the work provided by Ms. Kanika was done in a very competent, respectful, and efficient manner and was kept updated throughout the process from start to finish. Client satisfaction was above and beyond expectation. Highly recommended!

Successful tax refund

My tax affairs are pretty simple but navigating the HMRC website and app to get a refund for gift Aid donations was impossible. However Optimyze sorted things out and I have had a four figure refund for the past two years and an adjusted tax code for the current year.

What’s a review title?

Very happy with the services. Would recommend!

Great support

The team at Optimyze have been so far excellent in the services provided. They've helped me navigate the launch of my new business and swiftly supported me with accounting and tax & compliance. As someone who has just ventured in the world of business, I find their availability to advise super useful. Importantly, they are fair and transparent. Overall, it's been a great experience so far.

Great guidance

Very helpful and knowledgeable. Grateful for advice and care in the service provided. Quick to rectify and jump on any problems

Highly recommended

Very professional service and explained about the services offered in detail. The online meetings were really useful

Truly advisory and supportive

I think they are very professional, very approachable, very collaborative

.

Patient and responsive service

Mastering all IT functionality. Very patient with non-experts.

Best Accounting & Financial service providers

Highly professional, efficient and timely delivery of service.

Great Service

Manu and team are very attentive and take the lead on managing the areas which I have less expertise

Outstanding Service That Goes Beyond Just the Numbers!

Working with Manu and the team at Optimyze Finance has been nothing short of a game changer for my business. After a challenging experience with a larger firm that offered little personal attention or accountability, I was in urgent need of clarity, structure, and expert guidance. Manu stepped in and has delivered on every front. His depth of experience and understanding of the UK tax system, corporate accounting, and business operations are clear from the outset. Every interaction reflects a high level of professionalism, care, and insight. He treats every client as a priority, taking the time to truly understand the nuances of your business and applying a tailored, detailed approach that ensures nothing is missed. Manu’s attention to detail is exceptional. He approaches his work with calm precision, even under tight deadlines, and has been instrumental in helping me resolve complex matters and meet urgent compliance requirements with confidence. His advice is always practical, well thought through, and easy to act on. Since engaging Optimyze, I have experienced a complete shift in how I manage my business finances. Manu has not only brought my accounts up to date but has helped me understand the numbers and what they mean for my business in real terms. I feel more empowered, more in control, and significantly more confident in the direction I am heading. What sets Optimyze Finance apart is the level of care and accountability Manu brings to every client relationship. He genuinely invests in your success, and his support has helped me run my business more efficiently and with much greater peace of mind. I cannot recommend Manu and Optimyze Finance highly enough. He comes with my full confidence and endorsement for anyone looking for a proactive, highly competent, and client-focused accountant and tax advisor. The difference has been remarkable.

Great support and guidance

Okay

Review

I would like to express my sincere appreciation for Optimyze Finance LLP's exceptional support during our recent audit in Germany. Your team's assistance, particularly in managing our VAT audits and bookkeeping, was instrumental in successfully completing the audit. I especially commend Manu and Deepak Joshi for their profound understanding of international accounting standards, which greatly contributed to a smooth and efficient process.

Excellent small business accountants!

Excellent! Personal, considered and efficient!

Very helpful

Always very helpful, understanding and great communication.

A truly customised service tailor-made for my business.

I love that I receive a full service - Manu and his team help in thinking through all the necessary actions in support of running my business. They also think pro-actively about what more is required and what optimal planning looks like for me. A truly customised service tailor-made for my business.

Exceptional Support for Entrepreneurs

Highly personalised, fast, and reliable services you can truly trust. Strongly recommended for entrepreneurs and growing businesses.

Highly Recomment

Been a client since August and can't fault. Excellent at setting up my business and personal finances in most tax efficient way.

Competent, confident and helpful!

Manu and his team are incredibly dedicated, responsive and insightful. As a small business owner, working with proactive people is so important and Manu is both detail-oriented and big-picture focused. He has helped me save money and streamline my business processes.

Great business accountants

Manu and his team have been fantastic in advising us as we level up our yoga business. Working together we have strong financial fundamentals and great business advice - looking forward to working together for a long time yet!

Outstanding, personalised advice with real results

I’ve had an excellent experience with Optimyze Finance. From day one, they helped me understand how to structure things clearly and sensibly, and it was always an open conversation where my preferences genuinely shaped the approach. They’ve handled my Self Assessment and corporate tax accounts with care and precision, and they’ve also supported me on international law matters, giving me confidence with cross-border issues. Manu, one of the owners, is both pleasant and highly professional, over time he’s become a good friend I can rely on. Communication is prompt, explanations are in plain English, and I always leave meetings with clear next steps. I value their attention to detail, their proactive mindset, and the feeling that I’m getting advice tailored to me rather than a one-size-fits-all service. If you’re looking for accountants who combine technical expertise with genuine personal care, Optimyze Finance are an easy recommendation.

Very professional and high quality service

Very professional service, offered clear advice on the most efficient tax approach for me (as sole director and shareholder) and my company, and more recently was a great help in preparing my end of year accounts and rectifying some of my DIY accounting from that year.

Simple and easy to communicate

Super easy to communicate with, very knowledgeable and able to convey information well and provide really good advice.

Exceptional accountancy service for small business growth

We have been working with Optimyze Finance for almost one year and the service has been excellent. It's the first accountancy firm we have worked with that truly cares about the success of our business, whilst also being precise with the small details. I would recommend Optimyze to any small business looking to grow with intent.

Extremely insightful and person-centred

I've never met an accountant who is more person-centred! Extremely professional and thorough service at meeting annual accounting compliance but I also find the tax advisory service extremely insightful and helpful in making decisions on future investments and working towards financial goals etc

Outstanding Service and Expertise

Manu has been an outstanding accountant—professional, reliable, and incredibly knowledgeable. He explains everything clearly, makes complex processes simple, and ensures that everything is handled on time and with great attention to detail. I couldn’t recommend him highly enough.

Friendly, diligent, and easy to work with!

The whole team at Optimyze Finance have been worth their weight in gold since I sought their help with my accounts. They are always on hand with help and advice when I need it and have saved me many, many hours of stress when it comes to the yearly tax commitments. Manu, Kanika, Deepak and everyone else behind the scenes at Optimyze, thank you!