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IN OUR ORGANIZED PAPERWORK ERA

PLAN. RECORD. TRACK. TAX PREP. LIKE A PRO.

A hybrid filing system to make your life easier. We organize and label everything else in life, now it's time to organize our paperwork.

A business resource brought to you by Optimize HQ

to blend the worlds of creative influencer and business professional.

SHOP HERE

WORK WITH ME

Monthly Bookkeeping

Digitize and track receipts
Import data from third party payment processors (PayPal, Square etc.)
Categorize business income and expenses using Quickbooks Online
Reconcile bank accounts
Calculate profit allocation (paying yourself, saving for taxes, etc.)

Starting at $250 monthly

Bookkeeping Catch Up

Receipt sorting
Download all transaction records
Categorize business income and expenses in Quickbooks Online
Reconcile accounts, making sure balances in Quickbooks match bank statement balances
Year-to-date reports for easy tax time

prices will vary.

Invoicing + Accounts Receivable

Creating and sending invoices for your services.

Collecting payment and providing follow up correspondence so you don't have to.

Having an assistant do your accounts receivable makes collecting payment smooth, efficient for the business owner and makes collections less personal.

"I'll have my assistant forward you the invoice" - YOU