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Core Service Offering

Virtual Bookkeeping

Optimal hires and trains professional bookkeepers in Real Estate Investment & Property Management Specific Bookkeeping & Accounting.

Our Team is structured the same way as the Big 4, with Senior Account Managers, Account Managers, Senior Bookkeepers, and Junior Bookkeepers.
Senior Account Managers & Account Managers lead client engagements entailing just a handful of hours per week, all the way up to and including the build-out of fully dedicated multi-member teams.

what we do

What can my Property Bookkeeping Team do?

Trust Bookkeeping & Compliance

Corporate Bookkeeping

Bank & Credit Card Reconciliations

CAM Reconciliations

Accounts Payable

Accounts Receivable

Historical Catch-up & Clean-up

Financial Diagnostic Clean-up

Software Migrations & Onboarding Support

Benefits Of Hiring A Property Bookkeeping Team

Our Team includes CPAs and Team Members with 15+ years of experience working in the core property management and accounting software: Appfolio, Yardi, Buildium, Rent Manager, and QuickBooks Online to name a few. Your problems are our day-to-day.
Customize your scope of work so that you are only ever paying for what you need. We have hourly and fixed price contract options to match your scope, budget requirements, and preferences.
Buy another property? Sign a new management agreement? Interested in adding more scope? Don’t sweat it. We are consistently hiring and training additional Team Members to ensure we can accommodate your growth.
Our team at Optimal manages everything from recruitment to ongoing learning and development. You simply tell us what roles and responsibilities your Company needs Bookkeepers to support and we’ll help you build the perfect Team for your business.

What Are Your Other Options?

Optimal’s Bookkeeping provides Clients with the Best of All options: A built, managed, and trained for you in-office bookkeeping team with state of the art security and flexible pricing.

Outsourced CompetitorCPALocal Hire
Office Based
Security
Flexible Billing
Hourly and Fixed Options

Fixed Only

Hourly and Fixed Options

Fixed Only
Scope of Work Flexibillity
Team Approach vs. IndividualTeam Approach w/ Single Dedicated Point of ContactIndividualIndividualIndividual
Utilization Tracking / Value-Add Billing
Scalable
Software Expertise
Personnel TurnoverLowHighLowHigh
Cost$$$$$$$$$$

How remote teams work

Recruitment and Onboarding

Optimal handles every aspect of recruitment – from job postings to job offers – and operates a robust onboarding program to help you build the perfect Team. Our onboarding program is customized for Real Estate Investment & Property Management Talent.

Learning & Development

With an understanding of the roles and responsibilities you’d like to build out, we work with you on a training plan so your Team Member or Team is up and running as fast as possible. After the initial onboarding and introductory period, we perform gap analyses to inform additional training opportunities. We also perform regular check-ins and team-building events to encourage development and retention.

Performance and Compensation Management

Optimal supports you and your Team Member or Team with ongoing feedback and coaching. We help you set objectives and KPIs, and our compensation experts guide annual reviews, bonuses, and more.

Our process

On a Strategy Call, we’ll discuss your business, introduce you to Optimal, 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.
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.
We’ll review the results of the Free Software Audit and outline a timeline for onboarding, cleanup, and ongoing maintenance.

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.

Pricing

Hourly

$30 / Hour

Fixed

Custom

Testimonials

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