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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Why Outsourcing Accounting Makes Sense
Get Precious Time Back
Stay Cash-Flow Positive
Be More Profitable
"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."
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.
Good
Accounting Software and Implementation- Client Portal and Documentation
- Quarterly Reconciliation of 2 Business Accounts
- Quarterly Management Reports
- Quarterly Touchpoints
Better
- Everything in "Micro Package"
- Monthly Reconciliation of 4 Business Accounts
- Accounts Receivable
- Accounts Payable
- Monthly Management Reports
- Monthly Touchpoints
Best
- Everything in "Essential Package"
- Forecasting, Budgeting, and Cash Flow
- Annual Tax Planning, Preparation, and Compliance
- KPI Development and Monitoring
- Risk Management
- 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.