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IN OUR ORGANIZED PAPERWORK ERA
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PLAN. RECORD. TRACK. TAX PREP. LIKE A PRO.
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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.
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A business resource brought to you by Optimize HQ
to blend the worlds of creative influencer and business professional.
WORK WITH ME
Monthly Bookkeeping
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Digitize and track receipts
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Import data from third party payment processors (PayPal, Square etc.)
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Categorize business income and expenses using Quickbooks Online
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Reconcile bank accounts
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Calculate profit allocation (paying yourself, saving for taxes, etc.)
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Starting at $250 monthly
Bookkeeping Catch Up
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Receipt sorting
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Download all transaction records
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Categorize business income and expenses in Quickbooks Online
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Reconcile accounts, making sure balances in Quickbooks match bank statement balances
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Year-to-date reports for easy tax time
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prices will vary.
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Invoicing + Accounts Receivable
Creating and sending invoices for your services.
Collecting payment and providing follow up correspondence so you don't have to.
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Having an assistant do your accounts receivable makes collecting payment smooth, efficient for the business owner and makes collections less personal.
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"I'll have my assistant forward you the invoice" - YOU
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Admin Management
Ecommerce Management
Content Creator Expense Tracking
Calculate and File HST
Influencer Business Support
Track Mileage
Payroll Processing
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Let’s create something custom for you.
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Still looking for more information? Get in touch today.