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.
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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