
Hi, I’m Kimberly.
I started Optimize Bookkeeping to make small business finances simpler.
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After over a decade in accounting, including years as a Senior Accountant in the tech industry, I saw firsthand how many small business owners were stressed, overwhelmed, or left in the dark when it came to their books.
So I started Optimize Bookkeeping with one goal:
To give business owners clean, tax-ready books, clear financial insights, and dependable support - all at a flat monthly rate.
I work with clients across the U.S., from solo entrepreneurs to teams with 30+ employees. Whether you’re behind on your books or ready to level up your financial systems, I’m here to help you get organized and stay on track.
What You Can Expect When We Work Together:
A real person who cares about your success - not just a dashboard or chatbot
Clear, consistent communication (you’ll never wonder where things stand)
Weekly reports and monthly analytics to keep you in the loop
No judgment - whether your books are spotless or way behind
A Little About Me:
I hold a Master’s in Accounting
I’m a Platinum QuickBooks ProAdvisor
I’ve supported businesses in a wide variety of industries
I’m based in Southern California, but work 100% remotely
I believe bookkeeping doesn’t have to be overwhelming, or boring
Ready to get your books in order?
Let’s simplify your finances and give you peace of mind.