advisory/consulting
Find Your Way in the Financial Fog
Do you feel lost in the numbers? Unsure of your next strategic move? Let’s talk. Our consulting services provide clarity and guidance, helping you make informed decisions to achieve your financial goals.
- Chat with us one-on-one so we can understand your goals and desires
- Let us analyze your financials, identify areas for improvement, and develop a roadmap for success
- Gain valuable insights, reduce financial risk, and unlock your full potential
Advisory/Consulting Services
Start-Up & Structuring
Planning to launch a new venture? We provide comprehensive support, from choosing the right business structure (Sole Proprietorship, LLC, S-Corp, etc.) to developing a robust financial foundation.
This includes:
- Entity selection analysis.
- Registration assistance.
- Developing initial financial frameworks.
Advisory/Consulting Services
Financial Analysis & Optimization
Gain deeper insights into your business performance with our in-depth financial statement analysis.
We'll help you understand:
- Key trends
- Identify areas for improvement
- Make data-driven decisions to boost profitability and efficiency.
This also includes assistance with software selection and implementation to ensure you have the right tools to manage your finances effectively.
Advisory/Consulting Services
Compliance & Strategy
Stay ahead of regulatory requirements and minimize risk with our compliance strategies.
We'll help you:
- Navigate complex regulations,
- Implement sound internal controls,
- Develop proactive strategies to ensure ongoing compliance and financial stability.
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!
