Running a business is challenging enough — keeping your books and payroll in order shouldn’t be.
The Optimum Bookkeeping & Payroll Program™ is designed to help entrepreneurs, small business owners, and global founders maintain clean, accurate, and compliant financial records — every single month.
Whether you’re just getting started or already scaling, we handle the numbers so you can focus on building your business.
At Optimum Tax Pro, we don’t just file taxes — we empower taxpayers.
The Optimum Tax Season Experience is built on three pillars:
We categorize and reconcile your transactions, prepare your financial statements, and keep everything tax-ready.
Process payroll, file payroll taxes, and generate W-2s and 1099s — all handled with precision.
We partner with industry leaders like QuickBooks Online, Gusto, and Booke.ai for secure, automated financial management.
Our system combines trained bookkeepers and AI automation to deliver consistent, error-free results — faster.
Because we’re also tax experts, your bookkeeping and payroll data flow directly into your tax filings with zero hassle.
Professional financial management that fits your budget — no contracts, no surprises.
This program is ideal for:
Small business owners and entrepreneurs who want peace of mind knowing their books are accurate.
Go Global with Optimum clients who’ve formed a U.S. business and need ongoing bookkeeping support.
Freelancers, eCommerce sellers, and consultants who want to automate their financial management.
Optimum Tax Pro clients who want year-round financial clarity and faster tax filing.
We set up your QuickBooks Online, customize your chart of accounts, and connect your bank, credit card, and payment systems. If needed, we also clean up your historical transactions so you start with a clear financial foundation.
Each month, our certified Optimum Bookkeepers categorize transactions, reconcile accounts, and process payroll through QuickBooks or Gusto. You receive accurate monthly reports and insights for better decision-making.
You’ll receive a clear financial statement package (P&L, Balance Sheet, and Cash Flow). Plus, our AI Chatbookkeeper™ and support team are always available to answer questions.
When tax season arrives, we seamlessly hand off your books to the Optimum Tax team — saving you time, stress, and money.
Starter
Freelancers & Solopreneurs
$150
Monthly bookkeeping (≤100 transactions), quarterly reports
Growth
Small Businesses (≤5 employees)
$300
Bookkeeping + payroll + monthly financial reports
Premium
Established Businesses
$500
Bookkeeping + payroll + sales tax + A/P & A/R management
Enterprise
Multi-entity or complex businesses
Custom
CFO-level management, custom dashboards, advanced reporting
One-Time Setup Fee: $200 – $400 (depending on account complexity)
Our Certified Optimum Bookkeepers™ work alongside intelligent automation for fast, reliable financials
Whether you’re U.S.-based or abroad, we know how to structure your bookkeeping for compliance.
No need to explain your numbers twice — your bookkeeping flows directly into your tax preparation process with Optimum.
Our pricing grows only when you do. Start small and scale effortlessly.
Stop worrying about your books. Let the professionals handle it — so you can focus on growing your business.
Optimum Bookkeeping & Payroll Program™ is more than bookkeeping — it’s financial peace of mind, powered by expertise, technology, and trust.
No — we’ll help you set them up and configure everything for your business.
We offer cleanup services to bring your records up to date before starting monthly maintenance
Yes. Many of our clients live outside the U.S. but operate U.S. entities. We manage your books remotely
We combine expert accountants, automation, and direct tax integration — so your financials stay accurate, compliant, and connected.
You built your business to grow — not to reconcile transactions.
Let Optimum Tax Pro handle your bookkeeping and payroll, so you can focus on your next milestone.
