About

The Financial Expert You Can Trust

I started my bookkeeping & QuickBooks career in 1986. After graduating from High School, I went to Pacific Coast College and received a two-year degree in Accounting; I started out in accounts payable and, through the years, became a full charge bookkeeper. In August 2013, I went to Yakima Community College for two years and received an Associates Degree in Accounting. I did this so I could work for one of the most prestigious accounting firms in Yakima, Washington. Then, in 2021, I went on to start my own small business.

I understand the rewards and challenges of operating an independent business, and I help my clients to stay organized and proactive while keeping their financial records secure and up-to-date. This will allow clients to focus on growing their business, not worrying about the intricacies of accounting and bookkeeping.

My Ethos

As in life, any successful business relationship begins with communication and trust. Optima Bookkeeping and Tax takes pride in holding the highest degree of integrity and ethical standards for my clients. My goal is to assist each client in establishing sound and sustainable practices, systems, and recordkeeping for their business. This leads to more clarity, less anxiety, and better decision making.

My Services

Here at Optima Bookkeeping & Tax, I offer an extensive range of services to cater to your specific needs. Whether you're a small business owner needing assistance with your financial records or an individual requiring help with your tax returns, I have you covered.

  • Bookkeeping
  • Accounting
  • Tax Services
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My Expertise

With over 30 years of professional experience, I have amassed a wealth of knowledge in the industry. This expertise not only ensures the accuracy and reliability of our services, but also allows me to provide customized solutions tailored to your unique needs.

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A Personalized Approach

I believe in a more personalized approach to my services. I take the time to understand your needs and financial goals, allowing me to provide solutions that not only meet but exceed your expectations.

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Why Choose Me?

Choosing Optima Bookkeeping & Tax means choosing a partner who values your success as much as their own. My commitment to affordable pricing, personalized service, and industry expertise make me the preferred choice for individuals and businesses alike. Let me help you navigate your finances with confidence, accuracy, and ease.

Get in Touch

Reach out today to learn more about my bookkeeping and tax services. I will gladly walk you through what I offer for your convenience.

Connect With Me