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You Run the Business we'll handle
The Books

As a minority woman-owned business, we know what support really looks like.  Let us handle everything from bookkeeping to payroll, taxes, planning, and more, so you can focus on what you do best.

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Let's Look at Some numbers

Why Outsourcing Accounting Makes Sense

Why make business harder than it needs to be? We'll keep your books in order, you focus on building everything else.
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Get Precious Time Back

Small businesses report spending 13 hours a month on bookkeeping. Wouldn’t you rather have that time back?
Free Consultation
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Stay Cash-Flow Positive

43% of small businesses experience cash flow challenges. Let’s help you implement strategies that work.
Free Consultation
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Be More Profitable

Businesses that hire professional accountants are up to 20% more profitable than those that don’t.
Free Consultation
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Stars

"OPTIX's Virtual CFO services are a game-changer for businesses seeking financial clarity and growth. Their comprehensive package provides expert guidance on everything from forecasting and budgeting to tax planning and KPI development. With OPTIX, you gain the financial expertise you need to make strategic decisions and achieve your business goals."

Jasmine Sunflower
Sunflower IT
Accounting Services
BETTER BOOKS FOR A BETTER BUSINESS

Our Accounting Packages

We offer several to meet the needs of small business owners. All packages include the accounting & receipt capturing software, a secured client portal for documents & deliverables, tax planning, reconciliations of transactions, and re-occurring touchpoints for a flat rate.

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Micro Package
Priced per month
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    Accounting Software and Implementation
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    Client Portal and Documentation
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    Quarterly Reconciliation of 2 Business Accounts
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    Quarterly Management Reports
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    Quarterly Touchpoints

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Essential Package
Priced Per Month
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    Everything in "Micro Package"
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    Monthly Reconciliation of 4 Business Accounts
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    Accounts Receivable
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    Accounts Payable
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    Monthly Management Reports
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    Monthly Touchpoints

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Virtual CFO
Priced Per month
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    Everything in "Essential Package"
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    Forecasting, Budgeting, and Cash Flow
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    Annual Tax Planning, Preparation, and Compliance
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    KPI Development and Monitoring
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    Risk Management
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    Unlimited Strategy Consulting

Payment plans available upon request. All tax filings include the appropriate federal forms, one state, and associated cities as applicable for e-file for a flat rate. Each client completes a contract, tax questionnaire for the year, and receives access to a client portal where all supporting documents are uploaded. OPTIX does not perform audit protection or negotiations with the IRS on behalf of the client.

Book a Free N0-Cost, No-Obligation Consultation

Let's discuss your unique situation and see what service package makes sense for your small business.