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What is it that drives an individual to form a company? Is it a passion to achieve something for themselves? Is it a passion to deliver a service or product that helps others achieve their desired goals? Perhaps a combination of the two?

Optimum Bookkeeping was born out of a passion to see its clients build, grow, and sustain their companies. As a small business itself, the company understands the challenges that await customers each and every day. We know how important numbers are and the consequences of making one critical mistake. It is because of this that the team at Optimum Bookkeeping is passionate about placing our clients’ best interest at heart.  Through trust, clear communication and solid partnership, success is ultimately achieved. 

Working On Your Business – Not In It

Optimum Bookkeeping is inspired and founded by our CEO, Wilma Belardo, a highly respected former Business Office Manager and Corporate Controller for over 10 years.  As Wilma puts it, “I came to understand the ins-and-outs of a business by always being in the thick of things.” 

Working at the executive level in the corporate world, Wilma had the unique distinction of not only crunching the numbers and planning for a large multi-million dollar corporation, but also the pleasure of working directly with many of her company’s small business customers. She saw that when it comes to protecting a company’s assets, while growing the business, multitasking is as much a part of every small business owners’ life as it is part of a corporate executive’s life. However, unless the small business owner was well versed in bookkeeping and financial issues, when it came time to crunch the numbers, the numbers usually crunched the business owner.

Unlike corporate executives, the reality is that most business owners don’t have the luxury of relying on an experienced accounting and financial team. As a result, Wilma saw many companies go out of business because the owners found themselves working in the business more than working on it.

Relieving the Burden

As a former Business Office Manager, Corporate Controller, and even serving as interim CFO at one point, Wilma took over a company’s daily financial transactions. This resulted in taking a huge burden off her employers’ shoulders. It didn’t take long for her to recognize the positive impact this had on her colleague’s productivity, which in turn, made for a more positive impact on her company’s bottom line.

Wilma realized that most small business owners are burdened with the financial aspects of their company. The vast majority are not trained or experienced enough to do their own bookkeeping and accounting. Because of this, Wilma knew what she had to do.

Creating Optimum Bookkeeping

Optimum Bookkeeping is a company built on Wilma’s passion for running her own small business, while helping other small businesses succeed.  With Wilma’s vast expertise in business office management, bookkeeping and accounting, she and her team are in a powerful position to help small business owners receive full bookkeeping and accounting service for just a fraction of an accountant’s fee.

Wilma’s belief that a business has to be run by its owners and not the other way around is instilled in all the services Optimum Bookkeeping offers.  Business owners must focus on the revenue producing activities; thus, making sure that customer satisfaction is at its best.  In order to accomplish this, business owners must not only have access to a knowledgeable but a dependable and a trustworthy individual to handle the non-revenue producing activity – Bookkeeping and Accounting. 

At Optimum Bookkeeping our slogan is our promise to you – Dependable Service Delivered with Integrity.    

 
 
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