Looking for easy and reliable bookkeeping for your business?
At Optimize Bookkeeping, we help Entrepreneurs and Business owners by managing their books efficiently and easily for a FLAT RATE, so they can have peace of mind to focus on their core business.
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"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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"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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"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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"Kimberly is an amazing bookkeeper!!! Trustworthy, fast, and incredibly knowledgeable. Glad we found her!"
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"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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"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."
Easy to use Portal for our seamless communication
Pricing & Services
Monthly / Cancel Anytime
Per Business Entity
Standard
Best for:
Small Businesses / One Location
10 or less employees
~ 0 - 150 Transactions per month
$498/mo
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✓ Full Service Bookkeeping
✓ Weekly Bookkeeping Services
✓ Weekly Summary Reports
✓ Monthly Financial Reports
✓ Monthly Analytics
✓ Year-End Tax Package
✓ W2 and 1099 Filings
✓ Annual Budget Creation
✓ Secure Client Portal
✓ Secure Receipt Storage & Organization
✓ Cash Forecasting
✓ Up to 2 Custom Tasks*
✓ Clean-up / Auditing Services**
Plus
Best for:
Growing Small Businesses / 1-2 Locations
20 or less employees
~ 150 -300 Transactions per month
$850/mo
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✓ Full Service Bookkeeping
✓ Weekly Bookkeeping Services
✓ Weekly Summary Reports
✓ Monthly Financial Reports
✓ Monthly Analytics
✓ Year-End Tax Package
✓ W2 and 1099 Filings
✓ Annual Budget Creation
✓ Secure Client Portal
✓ Secure Receipt Storage & Organization
✓ Cash Forecasting
✓ Up to 3 Custom Tasks*
✓ Clean-up / Auditing Services**
✓ Location, Class or Project Tracking
✓ A/P & A/R Services
Full
Best for:
Established Small Businesses / Multiple Locations
30 or less employees
~ 300 - 600 Transactions per month
Contact for a Quote
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✓ Full Service Bookkeeping
✓ Weekly Bookkeeping Services
✓ Weekly Summary Reports
✓ Monthly Financial Reports
✓ Monthly Analytics
✓ Year-End Tax Package
✓ W2 and 1099 Filings
✓ Annual Budget Creation
✓ Secure Client Portal
✓ Secure Receipt Storage & Organization
✓ Cash Forecasting
✓ Up to 4 Custom Tasks*
✓ Location, Class or Project Tracking
✓ A/P & A/R Services
✓ Clean-up / Auditing Services**
✓ Approval Workflows
✓ Payroll Processing
✓ Inventory Tracking
✓ Revenue Recognition
* Custom task e.g: Manual importing/processes, personalized collections, specialized reports, Sales Tax Filing
** 6 months of past books cleanup/auditing is additional one-time fee equal to one month of service
Expert Oversight & Reports
Already handling your own books or have a bookkeeper?
Get continuous expert review and advice to ensure accuracy and maximize insights
$149/mo
✓ Monthly Auditing & Review
✓ Monthly Financial Reports
✓ Monthly Analytics & Charts
✓ Year-end Tax Reports
✓ Key Insights
✓ Bookkeeping Advisory
