Virtual Bookkeeping for Small Businesses
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.
Services Offered
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General Ledger Clean-up
Clean-up for tax filing purposes or for tidier books moving forward
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Monthly Bookkeeping Service
Recording and classifying daily transactions, reconciling accounts, and basic financial reporting
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Advisory Services
Financial Planning and analysis to help keep your business growing
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Personal Financial Coaching
Strategic planning and coaching individualized to you. A detailed budget will help you achieve your personal financial goals.