• Mon-Fri 10am-6pm

  • 1 (888) 889-8903

You want to earn! We help you get there!

Reliable Bookkeeping, Strategic Insights, and Growth-Driven Support

NOW ACCEPTING NEW CLIENTS!

We ensure your QuickBooks System is setup correctly the first time, eliminating the need for cleanup or costly mistakes.

Call for your New Client Discounts!

Why Choose Us?

At OPTIMIX Bookkeeping, we are dedicated to simplifying your finances and providing the insights needed to help you focus on growing your business. Trust OPTIMIX Bookkeeping to be your partner in achieving financial clarity and success!

  • We are accurate and reliable ensuring your financial books are always precise, up-to-date, and audit-ready

  • Tailored bookkeeping services to meet the unique needs of your business.

  • Let us handle the numbers while you focus on your core operations

  • Affordable, professional-quality service without the high costs of an in-house team

  • Our proactive communications help you stay informed with regular updates and transparent reporting

  • Your confidential financial data is always protected with top-tier security measures.

We Handle Your Books While You Build Your Business

giving you peace of mind

Running a small business takes time, energy, and dedication. From managing daily operations to delighting your customers, your focus should be on growing your business—not wrestling with your financial records. That’s where we come in.

At OPTIMIX Bookkeeping, we specialize in handling the complexities of bookkeeping so you don’t have to. Whether it’s ensuring your financials are organized for tax season, cleaning up your books, preparing for end-of-year processes, or providing insights to help your business grow, we’ve got you covered.

SERVICES

Our Areas of Expertise

Our expertise ensures your financials are always in top shape, empowering your business for growth and compliance.

Bookkeeping and Reconciliation Services

Keep your financial records accurate and up-to-date. We’ll reconcile accounts, track transactions, and ensure your books are always in perfect order.

Clean-Up and Tax Readiness Preparation

Eliminate the year-end financial chaos. We’ll organize your books, reconcile discrepancies, and prepare clean records to hand off to your tax preparer seamlessly.

Financial Reporting and Insights

Make informed decisions with customized financial reports. We uncover trends, pinpoint opportunities, and provide actionable insights to help your business thrive and grow.

QuickBooks Online Setup and Optimization

Get started with QuickBooks Online the right way. We’ll handle the setup, customize it for your business, and ensure efficient, streamlined financial management.

QuickBooks Online (QBO)

"How To" Video Resources

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NEW CLIENT FINANCIAL ANALYSIS REPORT

Contact Us

  • Mon-Fri 10am-6pm EST

  • Phone: (888) 889-8903

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