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Precision Financial Analysis &
Bookkeeping for Your Business
Success

Expert Financial Analysis and QuickBooks help for Solo Entrepreneurs, Small Businesses, and Startups

Strategies for Success

Learn where your money is going and what it is doing

Optimize Your Business

Opertivo can help you manage your business so you can focus on your clients, and growing your business

My Journey

My mission is to help business owners regain control of their business operations and rediscover the joy of entrepreneurship

 

I created Opertivo after watching my mom, a driven entrepreneur, launch her own business, excel at her mission, but struggle to manage her growing business operations. Her mission to achieve justice for her clients and the love of being her own boss had been hindered by a lack of understanding of her finances and the challenges of organizing her rapidly growing business.

I wondered how many other entrepreneurs were facing the same challenges - juggling the weight of operational complexities while striving to bring their unique visions to life. My determination to make managing a business easier and more efficient for my mom, and entrepreneurs just like her, led me to launch Opertivo.

Our Services

Catch-up Bookkeeping

Are you years behind on your bookkeeping? Opertivo can help!

QuickBooks account Maintenance

Save hours by having us help maintain your QuickBooks for you. 

Financial Analysis

Don't understand where your money is going and what it is doing? We can help!

Tax Prep

Need to file your taxes but your CPA is asking you a ton of questions? Opertivo can work with your CPA to get what they need so you don't have to. 

Benefits

Save Time

Managing your business is challening enough - let us manage your finances

Save Money

CPAs charge 

Confidential and Secure

Our services are confidential and your data is secure

8

Years of Experience

Industries

Consulting

Consumer Goods

Law

E-Commerce

Tech

Pet Care

Construction

Real Estate

How it Works

Getting started is as simple as 1 2 3...

01

Schedule a call

Let's talk about your situation and craft a tailored solution that aligns with your core objectives

02

Execution

We begin executing your plan

03

Provide ongoing support

We monitor your business finances and provide providing support as needed

Here's what a few of our clients have to say

Success Stories

“I've used several Bookkeepers in the past and none of them were as thorough as Opertivo.”

- Hinson Snipes LLP

“I needed to catch up on reconciling transactions back to 2020. The whole situation really stressed me out. Opertivo gave me peace of mind organizing all my transactions and preparing reports for my CPA.”

- Royal Cleaning Services

“Todd ( the Founder) and his team were fantastic! Not only were they the most cost effective solution, they were also the most professional.”

- Davis Construction

Pricing

$400/mo.

Bookkeeping & QB Maintenance

  • Reconcile and categorize transactions in QuickBooks (QB)

  • Maintain orderly financial records in QuickBooks

  • Produce monthly income statement report​

$1,000/mo.

Financial Analyst

 

Everything in the first plan plus:

  • Budgeting & Forecasting

  • Custom monthly reports

Call For Pricing

Ad Hoc Services

  • Catch-up Bookkeeping

  • Financial Statements Prep

  • Tax Prep (liason w/ your CPA so you don't have to)

  • Financial Presentations (Board of Directors, Investors)

  • Create and track KPIs (CAC, LTV)

  • Build custom financial models

Get Started

Book your free consultation today

FAQs

  • Is my data secure?
    Yes! Your personal information, passwords, financial data, are all protected and secure on our network. We have wirewall and VPN in place and never exchange sensitive information via email.
  • How do I get my financial data over to you?
    The preferred method is electronically via our secure portal, but you can also mail me your data as well.
  • Are there any referral incentives?
    Yes! For every client you refer that uses Opertivo, you get $100 off. Meaning, if you are subscribed to our Monthly Bookkeeping & QB Maintenance plan for $400/month, and you referred one person, your monthly fee (for the next month) would be $300/month. You could also received $100 off of ad hoc requests. Opertivo's $120/hour fee now becomes only $20 (for one hour)!. *You must be a current client in good standing. *Limit: only 2 referral incentives can be redeemed per month.
  • Can I book hourly services?
    Absolutely! When you reach out, specify that you are interested in hourly services.
  • Do you offer flat fee billing?
    Yes! For some of our ad hoc requests, we can set up a custom flat fee depending on the work that needs to be done.
  • What is your hourly rate?
    Our hourly rate is $120 per hour.
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