Professional Bookkeeping & Payroll Services
Comprehensive financial solutions designed to help your business thrive
Free Initial Consultation
Let’s discuss your business needs and see how I can help you achieve your financial goals in a no-pressure consultation.
- 30-minute complimentary call
- Discuss your current financial challenges
- Review your bookkeeping needs
- Get personalized recommendations
- No obligation or pressure
QuickBooks Setup & Cleanup
Whether you’re starting fresh or need to untangle existing books, I’ll get your QuickBooks Online or Desktop file set up correctly.
- Complete chart of accounts setup
- Clean up and organize existing data
- Bank and credit card connections
- Historical data review and corrections
- Custom reporting templates
Full-Service Bookkeeping
Comprehensive monthly bookkeeping services to keep your financials accurate and up-to-date, so you can focus on your business.
- Monthly transaction categorization
- Bank and credit card reconciliation
- Accounts payable and receivable management
- Financial statement preparation
- Monthly reporting and insights
Certified Payroll Services
As a Certified Payroll Professional, I can manage your payroll setup and processing accurately and efficiently.
- Complete payroll setup and configuration
- Accurate and timely payroll processing
- Tax filing and compliance management
- New hire and termination processing
- Year-end W-2 and 1099 preparation
QuickBooks Training
One-on-one training sessions tailored to your needs, empowering you to manage your books with confidence.
- Customized one-on-one training sessions
- Learn at your own pace
- Focus on features relevant to your business
- Follow-up support included
- Desktop or Online training available
App Integration
Streamline your workflow by integrating third-party apps with your QuickBooks software for maximum efficiency.
- Assessment of your current workflow
- Recommendation of compatible apps
- Complete integration setup
- Data synchronization
- Training on new integrations
Why Choose Optimal Bookkeeping Solutions?
Years Experience
Extensive hands-on expertise across multiple industries
Certified Professional
CPP and QuickBooks ProAdvisor certifications
Transparent Pricing
Value-based pricing, no surprises or hourly billing
Ready to Get Your Books in Order?
Schedule your free consultation today and let’s discuss how I can help your business succeed.