Optimal Financials Plus keeps your numbers accurate and gives you CFO-level guidance — so you always know exactly where your business stands and where it's headed.
From taxes and payroll to bookkeeping and strategy. No jargon, no surprises.
Personal & business returns, prepared right and filed on time.
Accurate, up-to-date books every month — every transaction categorized correctly.
Clear P&L, balance sheet & cash flow statements that actually make sense.
Run payroll accurately and on time, every cycle — without the headache.
Budgets and strategic CFO-level guidance to help you plan, price, and grow.
Behind on your books? We get you current, organized, and audit-ready.
Start your LLC or corporation the right way, set up to scale from day one.
Notary services to make your important documents official — quick and reliable.
Book a free consultation or send your documents securely — a photo or PDF is all it takes.
Bryant preps your taxes, keeps your books accurate, and organizes everything — personally.
Clean reports, clear numbers, and CFO-level guidance — filed on time, explained simply.
Bryant founded Optimal Financials Plus to give small businesses and individuals the kind of strategic financial guidance usually reserved for big companies. With an MBA from the University of Central Florida, he goes beyond the numbers — helping you understand them, plan around them, and make confident decisions.
He works as your outsourced CFO, not just your bookkeeper: accurate books and clean reports are the foundation, but the real value is the strategy and clarity behind them. And he handles every client relationship personally.
Every business and return is different, so pricing is tailored to your needs and volume — no cookie-cutter packages. The fastest way to an exact number is a free consultation: no obligation, no pressure, and you'll know exactly what to expect.
Tax preparation, bookkeeping & accounting, payroll, financial reporting, budgeting & advisory, cleanup & catch-up, business formation, and notary services — for small businesses, self-employed and 1099 workers, nonprofits, and individuals.
Typically a government-issued photo ID, Social Security card(s) for you and any dependents, all W-2s and 1099s, dependent details, and last year's tax return. For bookkeeping, your bank statements and receipts for the period. We'll tell you if anything else is needed.
Absolutely, and no judgment. Whether you're months behind on your bookkeeping or have unfiled returns, our cleanup & catch-up service gets you current, organized, and audit-ready.
Book a free consultation, or send your documents securely through the upload link — and we'll take it from there.
Book a free consultation — we'll look at where things stand and how we can help.
Book a free consultation
