Committed to Reliable and Quality Services
We prioritize the security of our customers' data above all else. With Optimum Finance & Management LLC, you can rest assured that your sensitive financial information is in safe hands. Our team is committed to providing quality services that you can rely on.
Bookkeeping
- Clean up and catch up
- Transaction analysis, categorization, and review
- Accounts reconciliation and review
- Preparation of financial statements:
- Profit & Loss
- Balance sheet
- Cash flow statement
- Payroll
Tax Return Preparation
- Individual income tax prep
- Business income tax prep:
- Form 1065
- Form 1120
- Form 1120-S
CFO Services
- Financial statement analysis
- Performance analysis & margin reporting
- Capital budgeting & Investment
- Budget creation & Variance analysis
- 3-statement modeling
- Cash flow forecasting modeling
- AP/AR management
QuickBooks Advising
- QuickBooks account set up
- Charter of accounts set up
- Data migration
- From QuickBooks Pro /Premier
- From QuickBooks Enterprise
Make an appointment with us today, and let us help you manage your financial matters efficiently.
