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 can my Property Bookkeeping Team do?
- Residential or Commercial
- Any Property Type
- Any Size
- Any Software
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
- Software Expertise
- Only Pay For What You Need
- Scalable
- Less Stress
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 Competitor | CPA | Local 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. Individual | Team Approach w/ Single Dedicated Point of Contact | Individual | Individual | Individual |
| Utilization Tracking / Value-Add Billing | | | | |
| Scalable | | | | |
| Software Expertise | | | | |
| Personnel Turnover | Low | High | Low | High |
| 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
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
- Schedule A Free Strategy Call
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.
- Free Software Audit
- Review Software Audit via Screenshare
- 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.
Testimonials
The OPTIMAL Team’s knowledge and attention to detail is outstanding. Thank you for all of your help and hard work.
John S.
Thank you for all of your hard work and diligence in getting Buildium corrected. Our Account Manager is very much on top of our account and has been a pleasure to work with!
Clayton H.
My wife and I own several properties and OPTIMAL has done the bookkeeping for about 6 months. Spencer and Anna are awesome. They respond professionally and quickly to all our inquiries. The person they assigned to our account is exceptional and very dedicated to providing us the best bookkeeping services. I would highly recommend OPTIMAL to anyone!
David C.
Spencer and OPTIMAL have been great to work with over the past year plus. They always respond to my requests quickly and are fairly priced for the service they provide. They always try to go above and beyond to provide very detailed reports in an expedited manner. Spencer also does his best to give business and accounting advice whenever appropriate. I recommend OPTIMAL to any small business owner reading this.
Jeremy T.
The OPTIMAL Team does a great job and I love working with them! They have my full support.
Clinton B.
My experience with OPTIMAL has been wonderful. My initial conversation with Spencer was thoughtful and geared towards gaining an understanding of my business needs. It is my opinion that the first meeting set the tone for determining the right fit for the team that was created for my business. All three team members assigned to my account did more than complete assigned tasks. They identified opportunities for improvement and demonstrated initiative that was beneficial and a credit to OPTIMAL.
Candace W.
OPTIMAL has built an incredible engine.
Blake J.
Spencer, Thank you for the consulting call and excellent insight into our accounting operations. We had a good and productive discussion with our internal team and we want to move forward with the plans you outlined.
Carlos D.
Our Account Manager is doing a great job. She is calm, understands what’s going on, and we are building a great rapport with one another.
Bruce Z.
Cannot rave enough about OPTIMAL, they are a great asset to our Company, very appreciative of their Team! Thanks again.
Nicolas K.
Spencer has shown himself to be an honorable person with a good company. The Assistant Property Manager assigned to us is fantastic! She is a quick learner and likes to take initiative and use creativity! I also greatly appreciate her Team Leader and his knowledge of all the “technical stuff.” He has been very accommodating!
Chris T.
Spencer and his Team have been instrumental in helping us create focus and efficiencies within our business that has led to providing better services to our property owners. Thank you for all of your hard work. We are excited about the growth!
Patrick H.
OPTIMAL was diligent in cleaning up our books and executed things so that we were able to file our taxes quickly. OPTIMAL worked hard to get things done when we had a deadline, and for that – we are very grateful.
Andrea T.
OPTIMAL – you are absolutely amazing at what you do. I am just floored at how fast you are and how you “get it” so quickly, it is phenomenal. Thank you so much!
Leatha T.
My Virtual Assistant Property Manager has been doing an excellent job. She is very comfortable doing the daily tasks assigned. For example, emailing application packets to prospects plus setting up appointment times with them. She has also been a great help in scheduling vendor appointments with tenants and calling tenants who owe delinquent rent. I appreciate the daily reports that she sends out which provide a great summary of what she has accomplished. She is very proactive to accomplish all of her tasks in a timely manner. I enjoy working with her, and I am thankful to have her as an Assistant!
Chenoa N.
We have excellent communication with the OPTIMAL Team. When a friend asks me for a bookkeeping company, we don’t have any doubts when recommending OPTIMAL.
