Virtual Bookkeeping for Small Businesses

About

Optimal precision, optimal focus, optimal results.

At OPTI Bookkeeping the focus is on maintaining your set of books in such a way that you, the business owner, can spend more of your time and energy on developing and growing your business. With clean and tidy books, and accurate monthly financial reports you will be able to quickly identify areas of strength, areas of weakness, and opportunities for growth, and address them each accordingly. The goal here is to help your business go where you want it to go, or even stay where it's familiar and comfortable if that's where you want to be!

Services Offered

  • General Ledger Clean-up

    Clean-up for tax filing purposes or for tidier books moving forward

  • Monthly Bookkeeping Service

    Recording and classifying daily transactions, reconciling accounts, and basic financial reporting

  • Advisory Services

    Financial Planning and analysis to help keep your business growing

  • Personal Financial Coaching

    Strategic planning and coaching individualized to you. A detailed budget will help you achieve your personal financial goals.