Financial expertise for growing businesses
Comprehensive accounting and management consulting services for small & medium businesses across Canada and USA
Optima Financial and Management Consulting
Optima Financial and Management Consulting is a leading accounting and management consulting firm providing bookkeeping, accounting, and tax preparation & advisory services in Canada and USA, primarily to small and medium-sized businesses. Our team has extensive expertise and experience working with a broad range of sole proprietors, partnerships, and various corporate clients.
Our experience includes working with clients in Canada and USA:
Our clients view the services they receive as an investment in their business and future success. We expect only the highest quality service from our professionals to deliver our products to you accurately, efficiently, on time, and at a reasonable cost.
Our services
We provide comprehensive financial services tailored to your business needs
Accounting & Bookkeeping
Complete financial record management and reporting for your business.
- Monthly financial statements
- Accounts payable/receivable
- Bank reconciliation
Tax Preparation
Expert tax services for individuals and businesses.
- Personal tax returns
- Corporate tax filing
- Tax planning strategies
Financial Consulting
Strategic financial guidance to grow your business.
- Business planning
- Cash flow analysis
- Investment advice
Why choose Optima Financial
We combine expertise with personalized service to deliver exceptional results
Expert team
Certified professionals with years of experience in accounting and finance.
Trusted service
Reliable, confidential, and compliant with all regulatory requirements.
Cross-border expertise
Serving businesses across Canada and USA with local expertise.
Ready to streamline your finances?
Let our experts handle your accounting so you can focus on growing your business.
Schedule a consultation