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IN OUR ORGANIZED PAPERWORK ERA
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.)
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
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
Admin Management
Ecommerce Management
Content Creator Expense Tracking
Calculate and File HST
Influencer Business Support
Track Mileage
Payroll Processing
Let’s create something custom for you.
Still looking for more information? Get in touch today.