You’re searching for a bookkeeper. But you most likely need more. Don’t just keep the books. Build a stronger business with a strategic financial team.
We offer flexible bookkeeping services designed to keep your financial records accurate, organized, and audit-ready, while giving you access to controller and CFO expertise as your business grows.
Optima Office provides professional bookkeeping services that goes beyond basic data entry. Our team ensures your financial records are accurate and current, while giving you access to controller and CFO expertise when needed. As your business evolves, we help you move from reactive bookkeeping to informed, strategic financial decision-making—without changing providers.
Here’s our simple process to get started with our Bookkeeping Services:
Tell us about your current bookkeeping challenges and where you need support.
We assign a dedicated bookkeeper, with controller and/or CFO support as needed.
Stay compliant, improve visibility, and make informed financial decisions.
We handle the weekly rhythm that keeps your books clean, from: transaction coding, reconciliations, A/P and A/R support, and keeping documentation organized so month-end isn’t a scramble. The result is fewer surprises and more reliable numbers you can actually use.
We set a structured bookkeeping process for bill intake, approvals, payment timing, and vendor tracking, plus invoicing and collections workflows that reduce aging and improve cash clarity. You get consistency and visibility instead of “we’ll catch up later.”
Yes, reconciliations are core to clean books and accurate reporting. Payroll support can be included depending on your tools and needs, and we can also coordinate with your payroll provider and CPA to keep everything aligned.
We produce standard financial statements (like P&L and balance sheet) and can also set up management reporting that’s decision-oriented, not just compliance-oriented. If you need KPIs, trend analysis, or department/service-line visibility, we can build that with controller and/or CFO support.
Bookkeeping backlog cleanup starts with a quick assessment of how far behind you are, what’s missing, and what needs reconciliation versus reclassification. From there, we run a structured catch-up plan to get you to clean, current books you can trust.
Yes. If you want to keep certain bookkeeping tasks in-house, we can document the workflows, train your team on clean processes, and set guardrails so that your books remain stable over time.