Bookkeeping for
Optima Tax Relief
clients
Stop doing your own books
Nights in QuickBooks. Receipts in a shoebox. A tax season nobody enjoys. Hand it to a team that does this, and only this, all day.
A clean chart of accounts built for how your business actually runs. No guesswork, no drift.
Financials your lender, partners or tax pro can use, delivered before you have to ask.
A named Chief BooXkeeping Officer plus a reviewer who checks every set of books before it ships.
Reconciled, reviewed and delivered on a date you can plan around.
Everything your books need
One flat monthly price. No surprise invoices, month to month.
See full pricingEvery transaction captured, categorized and reconciled to the penny.
Bring your own payroll (Gusto, ADP, QuickBooks Payroll or another provider). We record every payroll in your books so wages and taxes show up correctly in your reports.
Clean financials ready whenever your bank, lender or tax pro asks.
P&L, balance sheet and cash summary, plus a five-minute recap.
Behind months rebuilt during onboarding. Quoted once, upfront.
Watch your books get closed, pull reports, message your team.
Flat. Monthly. No surprises.
- ✓ Dedicated Team
- ✓ Pro Support Team
- ✓ Payroll Reporting
- ✓ Advanced Reporting
- ✓ Detailed Monthly Summary
- ✓ Unlimited CPA Collaboration
"I used to spend Sunday nights on my books. Now I get a clean report every month and actually know where my money goes."