For established shops, nationwide
Bookkeeping for auto repair and collision shops.
QuickBooks Online bookkeeping for shop owners who want real answers.
Shop systems we work in, all into QuickBooks Online
Ana Rusnak, Founder
Meet Ana.
Ana started Optimum Finance after seeing too many shop owners with busy bays and no idea where the money went. Good books connect what happens in the shop to what ends up in the bank. We set up your QuickBooks the way a shop actually runs, and keep it right every month, so you always know where you stand.
Questions owners bring us
Sound familiar?
The bays are full and the techs are busy. So why doesn't the bank account add up?
It usually means the books can't tell you where the money is going. That's fixable.
Is labor carrying the shop? Are parts making money, or just moving through?
We break your sales into parts, labor and sublet, with each cost next to the income it produced. Then you can see it.
My shop software and QuickBooks never match.
That's our specialty. We work in Mitchell 1, Tekmetric, Shop-Ware, Shopmonkey, NAPA TRACS and CCC ONE.
Is this you?
A good fit if you run the shop like a business.
You want answers, not just a file for tax time.
You want to see what each kind of work leaves you, every month.
Your time is worth more than chasing receipts.
You'd rather hand the books to someone who knows shops and keeps them right.
You're building something.
Growing the shop and making it profitable, efficient and productive.
Why we do this
You can be busy and broke at the same time.
Full bays don’t always mean a healthy shop. We build the books first, so you can see which work actually pays.
What clean books show you
The whole structure of the business.
Income
Where the money comes from
Parts, labor and sublet broken out, not one lump called "sales." You see which kind of work is actually bringing money in.
Cost of goods
What it costs to earn it
Each cost sits next to the income it produced. That's how you see what a dollar of parts, labor or sublet really leaves you.
Operating expenses
Where it goes after that
What you spend on, whether it's needed, and what it gives back. Not just a list of bills.
The finished product
Your P&L, set up right.
Income
Cost of goods
What each dollar of sales leaves you
Operating expenses
One number at the bottom tells you nothing. This layout tells you where it came from.
Services
What we do for shops.
QuickBooks Online bookkeeping for your shop is the core. Everything else builds on clean books.
Monthly bookkeeping service
Cleanup and catch-up service
Payroll and payroll tax service
Shop software into QuickBooks integration service
Concierge services
We start with a one-time visit to your shop, then support you remotely. Contact us for details.
What we don't do.
We focus on your books, not your tax returns. If you don't have a CPA or accountant to prepare your taxes, we're happy to connect you with one.
Shop software + QuickBooks
What a clean sync looks like.
We work with your shop management system to make sure the sync into QuickBooks is accurate and reliable. Here's what that looks like in your books.
Running Mitchell 1, Tekmetric, Shop-Ware, Shopmonkey, NAPA TRACS or CCC ONE? We set up the QuickBooks Online integration so it posts the right way.
How we start
Three steps, in this order.
We talk
A 30-minute call about your shop, your software, and where your books stand. No obligation.
Book a free consultWe do a comprehensive review
We check how your shop software posts and which accounts are off, then build or fix a chart of accounts that is tailor-made to your shop.
We keep it right
Monthly bookkeeping, with reports you can read.
Free tools
Run your own numbers.
A shop profit check, a break-even calculator and a books health quiz for your shop, all on one page.
Who we work best with
Owners who want to get better.
Your books don't have to be in good shape to work with us. Most aren't when we start. What matters more is how we work together.
- You know there's room to improve, and you're honest about it.
- You tell us the good and the bad. Nothing hidden. The more we know, the more we can help.
- You bring a good attitude and high hopes. With the right attitude, a lot is possible for your shop.
"You fix cars. We fix books. Clean, accurate numbers that tell your shop's story."
We lay a strong foundation, so your shop can grow with confidence.
FAQ
Frequently asked questions.
Do you do my taxes?
No. We don't prepare income tax returns, corporate or personal, and we don't give tax advice. We do run payroll and file payroll tax returns, and we can reconcile and file sales tax. Your CPA handles income taxes, and we'll work with them directly so they get clean books. If you don't have a CPA or accountant, we're happy to connect you with one.
My books are a mess. Can you still help?
Yes. Most shops we work with start there. If you're behind, we bring the books current month by month. If they're current but wrong, we fix them. Either way you get a plan and a price before we start.
Which shop systems do you know?
Mitchell 1, Tekmetric, Shop-Ware, Shopmonkey, NAPA TRACS and CCC ONE, all syncing into QuickBooks Online. If you use something else, tell us what it is.
Can you fix a Tekmetric or Shopmonkey sync that doesn’t match QuickBooks?
Yes. We look at how your shop software is mapped into QuickBooks Online, find what’s posting wrong, and fix it. That goes for Tekmetric, Shopmonkey, Mitchell 1, CCC ONE and the other systems we work in.
Do I need my own QuickBooks Online?
Yes. You buy the subscription from Intuit.
Do you come to the shop?
We work remotely with shops anywhere in the US. On-site visits are available through our concierge services.
How fast do you answer?
Within one business day.
Get started
Tell us about your shop.
We read every one of these and follow up to set up a call. The first conversation is free.
Rather go straight to a call? Book a free consult