Business Accounting solutions
Open Your Books to New Possibilities
Are you tired of spreadsheets, accounting software, and number-crunching? We’re here for you. Our business accounting services are tailored to match the unique needs of your business. We cover everything from bookkeeping to reporting, forecasting, budgeting, and accounts payable/receivable
- Get services tailored to your business needs
- Let us handle bookkeeping, accounts payable/receivable, and more
- Simplify and automate all your accounting efforts
Available Accounting Services
Monthly Accounting
Our Monthly Accounting service provides accurate and reliable bookkeeping, including
- Software Setup and Support
- Secure Document Storage
- Quarterly Reconciliation and Reporting
- Regular consultations to ensure your financials are always up-to-date.
This package is perfect for businesses seeking to streamline their day-to-day accounting operations and gain valuable financial insights.
Available Accounting Services
Virtual CFO
Go beyond basic bookkeeping with our Virtual CFO package. In addition to core accounting services, you gain a dedicated financial strategist who provides:
- Forecasting
- Budgeting
- Cash Flow Management
- Tax Planning,
- KPI Development, and
- Unlimited Consulting
All of these add up to drive strategic decision-making and optimize your business's financial performance.
Let's Look at Some Numbers
Why Outsourcing Accounting Makes Sense
Precision is our top priority
Get Precious Time Back
Small businesses report spending 13 hours a month on bookkeeping. Wouldn’t you rather have that time back?
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Stay Cash-Flow Positive
43% of small businesses experience cash flow challenges. Let’s help you implement strategies that work.
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Be More Profitable
Businesses that hire professional accountants are up to 20% more profitable than those that don’t.
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We Make Numbers Easy
How Our Accounting Services Work
Consultation
We set up an initial consultation to understand your goals so we can create a tailored package for your business.
System Setup
We implement processes and technology that makes it easy for us to collaborate on your accounting efforts.
Schedule Check-Ins
We’ll set up regular meetings to go through your numbers.
Ongoing Maintenance
Once set up, we’ll keep an eye on everything we’ve agreed on, whether it’s accounts payable/receivable, forecasting, budgeting, and so on.
Why Clients Love Us
We're dedicated to accuracy, integrity, and excellent customer service.
“This company is amazing. You will not find another company that is as professional, caring and will go the extra mile for you.”
Karen Maxwell-Bell
Individual Tax Services
"Lynn has been absolutely amazing every step of the way! From the introduction "see if we're a good fit" call all the way through the onboarding/training portion. She has been available all along the way to answer any and all questions I've had (and I had a LOT) and has patiently explained and even re-explained any concepts or principles I was struggling to grasp."
Sunil Mohinani
LaunchPoint Support LLC
Accounting Services
Accounting Services
"OPTIX has been handling my business and personal taxes for two years - their service has been awesome. They are very responsive, trustworthy, and efficient. I have referred three clients to OPTIX and they have been very pleased with their services."
Andrea Taylor
Individual Tax Services
READY TO GET STARTED?
Book Your Free
Consultation
Ready to save money? Maximize your return? Or maybe you’re just looking for some expert guidance? Book your consultation today!
