About us
Where I started
I didn't start in bookkeeping.
Hi, I'm Ana. I started Optimum Finance after seeing too many shop owners with busy bays and no idea where the money went.
Over and over, the books were a mess. Or there weren't any. Or there was a P&L and the owner couldn't read it. A lot of shops had no bookkeeper and no accountant at all.
I'd sit across from an owner who worked hard and wanted real answers, and I couldn't give solid advice, because nobody could see what the business was actually doing. Was labor carrying the shop? Were parts making money or just moving through? Where was the cash going? Nobody knew.
I hit that same wall with client after client. So I stopped trying to advise around the problem and started fixing it. That's why Optimum Finance exists: build the foundation first, so real decisions are possible.
What we do now
We still think like consultants.
We don't just reconcile accounts. We set your books up so they show how your shop is put together.
That's the part I couldn't see back when I was consulting, and the part most owners have never been shown. Once you can see it, you can fix it.
We work inside your QuickBooks Online and your shop system, whether that's Mitchell 1, Tekmetric, Shop-Ware, Shopmonkey, NAPA TRACS or CCC ONE, for shops nationwide.
If you're stressed about it
That's normal. Start anyway.
"You fix cars. We fix books. Clean, accurate numbers that tell your shop's story."
Most owners who call us are a little embarrassed about their books. They don't need to be. We lay a strong foundation, so your shop can grow with confidence.
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.
- We don't use a template from some other industry. Every chart of accounts we build is for a repair shop.
- We don't take every shop.
Want to see what your numbers are really saying?
Tell us about your shop. The first conversation is free.