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Reservation Management
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Staff Scheduling & HR Support
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Customer Service
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Marketing & Promotions
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Social Media Management
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Review Management
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Menu Updates & Digital Content
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Event Planning & Coordination
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Inventory Tracking & Ordering
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Order Management & Takeout/Delivery
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Compliance & Administrative Tasks
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Reporting
Restaurants & Hospitality Experts
OPTIMAL gets the fast-paced world of restaurants and hospitality—juggling demanding guests, managing staff turnover, meeting tight schedules, and keeping finances in check. Our expert services, including virtual assistants, precise bookkeeping, and strategic tax solutions, tackle your biggest challenges. Start our streamlined process today and run your business smoothly, backed by a team that truly understands your hustle.
Experts in
“The OPTIMAL Team’s knowledge and attention to detail is outstanding.”
What We Can Do for Your Restaurants & Hospitality Business
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Reservation Management
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Staff Scheduling & HR Support
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Customer Service
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Marketing & Promotions
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Social Media Management
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Review Management
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Menu Updates & Digital Content
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Event Planning & Coordination
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Inventory Tracking & Ordering
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Order Management & Takeout/Delivery
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Compliance & Administrative Tasks
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Reporting
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Property Level Tax Returns (Including K1s)
We prepare accurate property-level tax returns, optimizing deductions and ensuring compliance to enhance your real estate portfolio’s financial outcomes.
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Corporate Tax Returns
We handle complex corporate tax filings with precision, tailored to your business structure, ensuring compliance and supporting strategic growth.
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Personal Tax Returns
We simplify personal tax filings, maximizing deductions with personalized support to save you time and ensure accuracy.
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1099s & Other State Specific Tax Filings
We manage 1099 forms and state-specific filings, ensuring compliance and reducing the administrative burden on your business.
Restaurant & Hospitality Challenges We Solve
Administrative Work
Property managers and owners often spend excessive time on scheduling, emails, and document organization, detracting from core activities like brokerage sales, asset management, and owner conversations. VAs can handle these tasks, freeing up time for value-add work.
Project Tracking
Coordinating timelines, subcontractors & suppliers across multiple projects can lead to miscommunication or delays. VAs streamline updates and ensure smooth communication using tools like Procore or Buildertrend.
Bookkeeping & Financial Tracking
Inaccurate Trust Reconciliation, expense tracking, management fees & distributions, and monthly reporting can reduce trust among your owners and investors, limit growth, and hurt profitability. Bookkeeping & Tax support keeps records accurate, invoices timely, and monthly reporting timely, reducing stress.
Procurement
Sourcing materials and tracking deliveries can be chaotic without dedicated oversight, leading to project delays. VAs handle quotes and logistics, ensuring timely supply chains.
Compliance & Reporting
Navigating regulatory requirements and preparing for audits or inspections is complex and time-sensitive. VAs organize documentation and reports to meet legal standards.
Client Communication
Responding to client inquiries or providing timely updates can be inconsistent, impacting customer satisfaction. VAs manage these interactions, maintaining professionalism and responsiveness.
Documentation
Managing permits, contracts, and blueprints manually or across fragmented systems risks errors or lost files. VAs maintain digital records, ensuring accessibility and compliance.
Our Process
Schedule A Free Strategy Call
We’ll discuss your business and define a clear scope of work to achieve your desired outcomes. We’ll also request access to your accounting and property management software to prepare a Free Software Audit.
Free Software Audit
One of our Team Members will review your software to determine if there are any required cleanup items and prepare a final report with estimates for time to complete initial cleanup as well as ongoing monthly maintenance.
Review Software Audit via Screenshare
We’ll review the results of the Free Software Audit and outline a timeline for onboarding, cleanup, and ongoing maintenance.
Sit Back and Relax
Our time tested systems and processes make managing your real estate and property management business a breeze. Take a step back and go grow your business.
100% Match Guarantee
We stand by the quality of our Team Members and guarantee that you will be 100% satisfied with the Team Member assigned to you. If you don't see the value-add, we'll replace and train a new Team Member for free.
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