Streamline
Dramatically improve your accounting efficiency.
To streamline your accounting processes, contact Optima today.
Streamline your bookkeeping workflow
Because Optima's Loretta Marston holds an accounting degree and has years of business experience, she can look at the big picture of your business and make recommendations for improving small business accounting practices that go beyond QuickBooks. In addition, Optima can identify places where bookkeeping staff would greatly benefit from training.
Do more in less time
Optima's specialty is helping small businesses achieve more with less effort and greater efficiency. We love working with Tri-City area businesses to identify small things they can do to make a big difference in their accounting procedures. Alleviating some of the aches and pains that come with small business accounting is what Optima does best.
Set up memorized transactions to save time
Most businesses have many of the same items in the register, month after month. Optima can help you create recurring memorized transactions -- some automatically will be entered while others will have periodic reminders.
Memorized transactions can be set up to enter an exact transaction on a monthly basis, down to the last detail. For bills with more fluctuation (like utilities), Optima can make QuickBooks memorize transactions with all the information but the amount. You'll only need to enter each month's billing total.
Clear out the clutter
QuickBooks can be lean and clean, but it takes knowledge and some work to get it there. Optima will help you clean up various lists (customers, vendors, employees, etc.) and show you how to make the ones you don't use inactive. Needles are easier to find if we can shrink and sort the haystack!
A common occurrence is having multiple accounts for the same vendor or customer. If you've experienced this, you know the mess it causes. Optima can consolidate and merge accounts to put this confusion behind you.
And just how many icons do you need? If you're like most, it's probably fewer than you currently have on your desktop! Optima will help you clean up your desktop and QuickBooks menu, so you only see the icons you use.
Many bookkeepers have dark corners in their systems with mistakes and errors that they plan to "eventually" fix. Optima can help create an action plan for cleaning up mistakes and errors that hinder the integrity of your record keeping.