Opti Bookkeeping Services

What you can expect from our Bookkeeping Services

Monthly Bookkeeping

Categorizing your transactions and balancing your books in QuickBooks each week using our proprietary framework. Keeping your books and business financial records tax compliant and up to date.

Financial Reporting

Receive detailed reports every month, quarter, and year so you can rest easy knowing the decisions you make are based on accurate financials and tax time is a breeze.

Month End Close

Process of finalizing a company’s financial statements and accounts at the end of each month to ensure accuracy, completeness, and compliance with accounting standards

Paying Bills (Accounts Payable)

A bill payment service streamlines the process of settling accounts payable by handling the payment of invoices and bills, ensuring timely and efficient financial transactions

Bank & CC Reconciliations

Monthly matching of financial records with bank and credit card statements, ensuring accuracy, detecting discrepancies, and maintaining financial integrity.

Online Support

Get dedicated support from an experienced team when you need it.

Get a qualified accountant to handle your bookkeeping at a fraction of the cost of having a full time Bookkeeper.

Not using Quickbooks? No problem.

We’ll design and migrate your business financials over to Quickbooks,

Our Quickbooks Setup is seamless and handled entirely by our team. You won’t have to lift a finger. Plus, we’ll provide ongoing training and support.