Virtual Bookkeeping for Small Businesses

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Services Offered

  • Open notebook with pen, smartphone, and laptop on a wooden table near a window.

    General Ledger Clean-up

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

  • A calculator, a pen, and printed financial documents on a white surface.

    Monthly Bookkeeping Service

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

  • Four people fist bumping over a wooden desk with laptops, tablets, documents, a calculator, a coffee cup, and a phone.

    Advisory Services

    Financial Planning and analysis to help keep your business growing

  • A marble-patterned paper with the word 'empower' written in cursive gold lettering, placed on some documents along with a smartphone displaying a calculator app, a pen, and a small sticky note.

    Personal Financial Coaching

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

Book a Consult

About

At OPTI Bookkeeping, it’s all about giving you back your time and brain space.

When your books are clean, up-to-date, and handled with care, you can focus on what you do best—growing your business (or keeping it steady, if that’s your happy place).

With organized financials and clear monthly reports, you’ll actually understand what your numbers are saying. That means spotting wins, catching red flags early, and making smart, confident decisions without the stress.

Whether you're scaling up or staying cozy, the goal is simple:
Support you in building the business you want, with numbers that back you up—not weigh you down.

A woman with shoulder-length red hair smiling, wearing a white blouse with black grid pattern, standing indoors with a light-colored wall background.