Services
Three ways to get your back office under control
Start with a one-time operational assessment, hand us the day-to-day every month, or call us in when things have fallen behind.
One-time
Operational Assessment
We review your financial records, workflows, vendor processes, reporting systems, and administrative procedures to identify inefficiencies, risks, and opportunities for improvement.
What’s included
- Review of your books, bank and credit card accounts
- Review of billing, collections and payables processes
- Check of leases, vendor contracts and key paperwork
- Plain-language report with a prioritized fix list
- Walk-through meeting to go over the findings
Best for: owners who aren’t sure what they need, or want a second opinion before hiring help.
Monthly
Ongoing Financial & Administrative Support
We run the financial and administrative day-to-day so you don’t have to.
What’s included
- Financial reporting that supports informed decisions
- Vendor bills tracked and paid on time
- Customer invoices and collections follow-up
- Organized records and supporting documentation
- Monthly reporting with clear next steps
- One dependable point of contact for back-office operations
Best for: property owners, small portfolios and contractors who want one reliable point of contact.
Project
Rescue & Stabilize
When things have fallen behind, we help clean up the backlog, organize the records, and put simple, reliable processes in place so it stays that way.
What’s included
- Catch-up bookkeeping and reconciliations
- Clean-up of receivables, payables and vendor records
- Sorting out what is owed — to you and by you
- Practical processes to help keep everything on track
- Hand-off to your team, or move into monthly management
Best for: owners dealing with a backlog, a staff transition, lender requirements, or operational challenges.
How it works
Step 1
Free 20-minute call
Tell us what’s going on. We’ll ask a few questions and suggest a starting point.
Step 2
A clear proposal
You get a written scope and price before any work starts. No surprises.
Step 3
We get to work
One point of contact, regular updates, and reports in plain language.
Optimum Numbers provides bookkeeping, back-office and financial management services. We do not prepare tax returns or represent clients before the IRS; we work alongside your CPA or tax professional.
Not sure which one fits? Start with a conversation.
A free 20-minute call. We’ll ask a few questions and tell you honestly whether — and how — we can help. Hablamos español.