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.

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Optimum Finance & Management LLC

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