Looking for easy and reliable bookkeeping for your business?
Optimize Bookkeeping provides clean, tax-ready books and ongoing support for entrepreneurs and small business owners - so you can focus on what you do best.
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- Katelyn, Restaurant
Kimberly is great to work with. She is quick to respond and has done wonders getting our business accounts organized. We are very happy that we made the switch to work with her.
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- Kayla, HR Consulting
Kimberly at Optimize Bookkeeping has been an absolute God send! She is knowledgeable, incredibly responsive, and gives me such peace of mind that my books are being taken care of well.
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- Ashley, Vineyard
Kimberly has been amazing to work with! From QuickBooks cleanup to tax prep, she has truly outdone herself. I could not recommend her more. She is incredibly easy to work with and very knowledgeable.
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- Rebecca, Product Sales
Kimberly has been fantastic! She has helped me to manage and organize the financial side of my company. She absolutely goes above and beyond! I would recommend Optimize Bookkeeping to any of my entrepreneur friends!
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- David, Entrepreneur
Kimberly at Optimize Bookkeeping is incredible! She possesses deep domain knowledge and expertise in accounting, meticulous attention to detail, and is a pleasure to work with. I couldn't recommend her company's services more highly.
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- Sasha, Artist / Entreprenuer
Kimberly is absolutely a dream to work with: reliable, has an incredible attention to detail, and most of all, is consistently looking for ways to optimize and streamline our systems. We are so lucky to have been able to work with her!
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- Travis, Real Estate / Development
Kimberly is an amazing bookkeeper!!! Trustworthy, fast, and incredibly knowledgeable. Glad we found her!
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- Denise, e-Commerce
If you want a bookkeeper or accounting for your business, I highly recommend Kimberly. She’s fast, smart and will go above and beyond to make sure everything is perfect. A++.
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- Nancy, Retail
Amazing to work with! I have a small business creating custom apparel. Having a person like Kimberly and Optimize that not only is pleasant to work with but is clearly an expert for a flat rate is a rare find.
A simple, secure Portal that keeps you in the loop.
Upload receipts, view reports, ask questions, and stay connected - all in one place, so nothing falls through the cracks.
See your numbers clearly, and actually understand them.
We turn your raw data into simple, visual reports that show exactly how your business is doing - so you can make confident, informed decisions every week.
Pricing & Services
Flat-rate monthly pricing. Cancel anytime.
Per Business Entity
Standard
Best for:
Small Businesses with one Location
Fewer than 10 employees
~ 0 - 150 Transactions / month
$498/mo
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✓ Full Service Bookkeeping
✓ Weekly Transaction Management
✓ Weekly Summary Reports
✓ Monthly Financial Reports
✓ Monthly Analytics
✓ Year-End Tax-Ready Package
✓ W-2 and 1099 Filings
✓ Annual Budget Creation
✓ Secure Client Portal
✓ Receipt Storage & Organization
✓ Cash Forecasting
✓ Up to 2 Custom Tasks*
✓ Clean-up / Auditing Support**
Plus
Best for:
Growing Businesses with 1-2 Locations
Fewer than 20 employees
~ 150 -300 Transactions / month
$850/mo
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Everything in Standard AND:
✓ More Transactions
✓ Up to 3 Custom Tasks*
✓ Location, Class or Project Tracking
✓ Billpay Services
✓ Invoicing Services
✓ Clean-up / Auditing Support**
Full
Best for:
Established Businesses with Multiple Locations
~ 30+ employees
~ 300 - 600 Transactions / month
Contact for a Quote
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Everything in Plus AND:
✓ More Transactions
✓ Up to 4 Custom Tasks*
✓ Approval Workflows
✓ Payroll Processing
✓ Inventory Tracking
✓ Revenue Recognition
✓ Clean-up / Auditing Support**
* Custom tasks may include: manual importing, personalized reports, sales tax filing, or other specialized workflows.
** Past cleanup/auditing is charged at a rate of $75 per hour.
