Working with

Background
DNA Pickleball is a state-of-the-art indoor pickleball facility in Fort Myers, Florida, meeting the rising demand for premium recreational experiences. As the company launched and scaled operations, it sought a reliable financial partner to build and manage a robust financial system—without hiring an internal team.

Scope of service
Through its Finance-as-a-Service (FaaS) model, Omnifi delivered a fully integrated financial solution. This includes accounting, automated AP processing, billing and payment tracking, and centralized reporting across key systems. Real-time visibility into financial performance was made possible through custom dashboards powered by Power BI.

Technologies
Omnifi’s technology stack featured QuickBooks, Bill.com, Playbypoint for scheduling and program management, and Cardpoint for secure payments. Together, these systems provided DNA Pickleball with the tools to scale operations while maintaining control and transparency.

Background
DNA Academics is a Fort Myers-based educational services provider offering personalized tutoring, standardized test preparation, and support for homeschoolers. With a strong focus on student success, DNA Academics matches learners with highly qualified tutors for both in-person and virtual instruction. Rapid growth and program expansion highlighted the need for a more efficient and scalable financial operation.

Scope of service
Omnifi serves as DNA Academics’ strategic financial partner, delivering a full suite of services including AP/AR management, payroll administration, bookkeeping, and compliance. We streamlined workflows and introduced advanced BI tools (Power BI) to ensure timely, data-driven decision-making.

Technologies
Technology integrations included QuickBooks for core accounting, Bill.com for AP automation, and Stripe for invoicing and program management. We also developed custom dashboards and forecasting tools to provide financial visibility, support strategic planning, and help the business scale with confidence.

Background
PayDirt is a Denver-based platform offering accessible analytics and tools for fantasy sports and sports betting, covering major leagues like NFL, NBA, and MLB.

Scope of service
Identified and addressed the challenge of sales tax compliance due to Paydirt’s nationwide subscription sales across 28+ U.S. states. Implemented a system to track and determine sales tax eligibility based on customers’ geographic locations. Established structured and systematic record-keeping processes for all customer transactions and tax-related data. Provided end-to-end financial support, including accurate tracking of sales revenue, payouts, and tax obligations. Ensured compliance with state-specific sales tax regulations to reduce risk and improve operational transparency. Continually monitor and update financial processes to support Paydirt’s growth and evolving compliance needs.

Technologies
We strengthened PayDirt’s financial operations with purpose-built tools: Asana brought clarity to tax workflows and deadlines, QuickBooks (with enhanced features) ensured accurate revenue tracking and payouts, and ContractSafe centralized contract oversight. Together, these systems streamlined compliance and positioned the business for scalable growth.QuickBooks (Enhanced Features) to accurately record and manage all payouts. ContractSafe for efficient contract management and organization.

Background
Elite DNA Behavioral Health is a Florida-based provider of mental and behavioral health services. They offer therapy, psychiatry, and specialized care for children, veterans, and more—across 30+ locations. Their mission is to make quality mental health care accessible and welcoming to all.

Scope of service
In response to rapid growth and increasing transaction volume of the business, we’ve implemented several key improvements to enhance efficiency and accuracy across operations: Developed advanced systems for record keeping and bookkeeping to handle high transaction volumes. Automated reporting processes to improve timeliness and reduce manual effort. Introduced tracking reports that significantly improved financial and operational accuracy. Streamlined payroll through automation and introduced high-level checks to ensure compliance and precision. Implemented BI tools to boost financial visibility and support data-driven decisions.

Technologies
Omnifi optimized Elite DNA’s financial systems through strategic tool implementation and systems integration. Key initiatives included: Power BI for enhanced financial visibility and more informed decision-making. Paylocity automations to streamline and ensure accuracy in payroll processing. Divvy and Bill.com integration with QuickBooks for seamless and efficient expense recording. Asana boards and automation to improve task management, email tracking, and project monitoring. ContractSafe for centralized contract management and automated reminders to ensure compliance and visibility. These enhancements have significantly improved operational efficiency, financial transparency, and organizational oversight at Elite DNA.

Background
Santa Fe Cafe Naples LLC, situated in the upscale Waterside Shops in Naples, Florida, is a fast-casual eatery that blends American and Argentinean flavors. Since its opening in late 2021, the cafe has served breakfast and lunch daily, offering dishes like omelets, empanadas, sandwiches, and smoothies. With both indoor and outdoor seating near the scenic fountains, and convenient takeout options, Santa Fe Cafe delivers quality dining in a relaxed, contemporary setting.

Scope of service
Omnifi offers comprehensive, end-to-end financial management services, including payroll processing and compliance, preparation for workers’ compensation audits, and detailed financial reporting. Furthermore, we have strengthened reconciliation procedures, improved the accuracy of reporting, and enhanced cash flow forecasting to support informed decision-making.

Technologies
We enhanced Sante Fe’s financial operations through strategic fintech integrations, leveraging tools such as Bill.com for efficient accounts payable management, QuickBooks for streamlined payroll processing, Asana for structured project management, and ContractSafe for robust contract management and compliance. Additionally, we implemented POS systems for order tracking and timesheet management, along with Shift4 for secure and efficient payment processing.

Background
GLV International Ltd. is a leading manufacturer and global distributor of high-quality flexible insulated and non-insulated air ducts. With ISO-certified production facilities in Ma’alot, Israel, GLV serves industrial, commercial, and residential HVAC markets worldwide.

Scope of service
Omnifi provided comprehensive financial services, including accounting, payroll, budgeting, and financial reporting, to support GLV’s international operations and ensure compliance with global standards.

Technologies
QuickBooks Online, Bill.com, Paylocity, TrueCommerce, Asana.

Background
SecureON is a fast-growing, tech-driven security firm providing critical infrastructure protection and enterprise-grade solutions. As the company scaled rapidly, it faced mounting financial complexity—from managing vendor payments and tracking license billings to producing detailed commission and site profitability reports. SecureON needed a reliable partner to bring clarity, structure, and insight into its day-to-day financial operations.

Scope of Service
Omnifi provided a full suite of financial management services designed to support SecureON’s operational demands and strategic goals. Our team ensured accurate and timely AP and AR processes, managed monthly book closings, and established a robust reporting cadence. We implemented weekly AR reviews to improve cash inflows, created commission and license billing trackers, and delivered comprehensive reports covering cash flow, sales, expenses, and site-specific profitability. Our disciplined approach to budgeting and credit management enabled sustained financial stability even during periods of loan repayment and expansion.

Technologies
We enhanced SecureON’s financial operations by deploying custom-built Excel trackers, integrated QuickBooks Online for streamlined accounting, used Bill.com for AP automation, and Google Sheets for real-time collaboration on reports. Our centralized reporting system ensured that vendor billing, customer invoices, and POs were easily accessible, accurate, and consistently maintained.

Background
Advocate Radiation Oncology is a physician-led, locally owned cancer care provider with 12 centers across southern Florida, offering advanced radiation therapies and personalized care.

Scope of Service
Omnifi delivers fully digitized, end-to-end finance department services to Advocate, including transactional execution, financial reporting, strategic planning, and technology integration—supporting rapid growth with scalable, compliant infrastructure.

Technologies
QuickBooks Online, Bill.com, Power BI, Asana, Procurify, Paylocity, ContractSafe.

Background
CPE is a dynamic not-for-profit organization dedicated to community development through strategic grant-funded programs. With complex financial management needs involving multiple funding streams, CPE requires meticulous oversight to fulfill its mission sustainably.

Scope of Service
Omnifi delivers comprehensive end-to-end financial management, including grant tracking and compliance, specialized payroll processing, rigorous audit preparedness, and detailed grant reporting to various agencies. Additionally, we successfully negotiated and restructured CPE’s debt to position the organization for long-term financial stability and growth.

Technologies
We optimized CPE’s financial operations through strategic fintech integrations, leveraging tools such as Bill.com for efficient accounts payable management, Paylocity for streamlined payroll and HR functions, Asana for structured project management, and ContractSafe to ensure robust contract management and compliance.

Background
Precision Healthcare Specialists is a premier multi-specialty healthcare group in Florida, delivering specialized services to the local community. As a growing and trusted provider in the region, PHS continuously enhances its financial and operational infrastructure to support its expanding services. With a focus on optimizing reporting, strengthening cash flow management, refining revenue cycle processes, and improving payroll and financial controls, Precision is committed to sustaining its high-quality care and long-term success.

Scope of service
Omnifi partnered with PHS to elevate its financial and operational performance. We implemented advanced BI tools for enhanced financial visibility, standardized cash flow forecasting, and developed KPIs to monitor revenue and profitability. We streamlined payroll through automation, introduced financial monitoring tools, and created standardized operating procedures. Additionally, Omnifi supported PHS through key acquisitions and organizational restructuring while continuously tracking and benchmarking operational performance.

Technologies
We enhanced PHS’s financial and operational capabilities through the integration of advanced technologies. By implementing customized business intelligence tools, we delivered real-time financial visibility and insights. We automated payroll processing to increase accuracy and efficiency, introduced financial monitoring systems for continuous performance tracking, and established budget variance analysis tools to support informed decision-making. These technology-driven improvements empowered PHS to strengthen its financial oversight and operational agility.