OPTIX Financial Services LLC

Bookkeeper · 220 West Congress Street, Floor 2 #1027, Detroit, Michigan

{"cache":{"resources":{"partner-badge-group/partner-badge-group":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"bronze-champion","path":"/etc/tags/xero/advisor-directory/cards/partner-status/bronze-champion","tagID":"xero:advisor-directory/cards/partner-status/bronze-champion","title":"Bronze champion partner","description":"The partner has earned this status level (bronze, silver, gold, or platinum) based on the number of Xero clients they serve. If shown, they have also attained Xero champion status by completing training, continuing to add more clients, or using Xero for their practice.","tagImage":"/content/dam/xero/images/advisors/ico-certification-bronze.svg","parentTag":{"name":"partner-status","path":"/etc/tags/xero/advisor-directory/cards/partner-status","tagID":"xero:advisor-directory/cards/partner-status","title":"Partner status","description":"This is the description for partner-status","tagImage":"/content/dam/bb8_1.svg"}},{"name":"2018","path":"/etc/tags/xero/advisor-directory/cards/partner-since/2018","tagID":"xero:advisor-directory/cards/partner-since/2018","title":"Partner since 2018","description":"The advisor has been a Xero partner since 2018","tagImage":"/content/dam/xero/images/advisors/ico-experience.svg","parentTag":{"name":"partner-since","path":"/etc/tags/xero/advisor-directory/cards/partner-since","tagID":"xero:advisor-directory/cards/partner-since","title":"Experience","description":"How many years of Xero experience a partner has.","tagImage":"/content/dam/download.png"}},{"name":"xero","path":"/etc/tags/xero/advisor-directory/cards/certification/xero","tagID":"xero:advisor-directory/cards/certification/xero","title":"Xero advisor certified","description":"Has a strong understanding and practical knowledge of how to use Xero with clients.","tagImage":"/content/dam/xero/images/advisors/ico-certification.svg","parentTag":{"name":"certification","path":"/etc/tags/xero/advisor-directory/cards/certification","tagID":"xero:advisor-directory/cards/certification","title":"Certification","description":"Description for certification","tagImage":null}}],"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getListingId()":"b247791f-c1ca-4ca8-9598-033594277e55"}},"resourceType":"xero-cms/components/react/partner-badge-group","path":"partner-badge-group","wcmmode":"disabled","queryParameters":"{}"}

About us

Picture this: Your books are always...

✔️ Up-To-Date + Reconciled ✔️ Ready For Financial Reporting ✔️ Prepped For Tax Time ✔️ Useful For Business Decisions And You: ✅ Spend less time on keeping track of the things ✅ Have time to focus on other things in your genius zone If you're ready to QUIT worrying about your accounting and taxes, then its time to hire OPTIX Financial Services! I am a seasoned Accounting Professional with an MBA and over 15 years experience in accounting, auditing, and tax preparation. As the Senior Partner of OPTIX Financial Services, I use Quickbooks and Xero to provide excellent client service by maintaining accurate financial records, maximizing performance, and tax compliance so you can make informed business decisions.

Meet the team

OPTIX Financial Services LLC advisors: 3 - Xero certifications: 2

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Lynnorra Phillips

Managing Partner & CEO

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

I am a seasoned Accounting Professional with an MBA and over 15 years experience in accounting, auditing, and tax preparation. I have a CISA and CISSP certifications and I am a CPA candidate.

OPTIX Financial Services LLC: Industry experience

OPTIX Financial Services LLC works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Real estate and hiring services

{"cache":{"resources":{"industry-tag-served-content/industry-tag-served-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"pills","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Industries Served","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"real-estate-and-hiring-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/real-estate-and-hiring-services","tagID":"xero:advisor-directory/cards/industry-experiences/real-estate-and-hiring-services","title":"Real estate and hiring services","description":"","tagImage":"","parentTag":{"title":""}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"industry-tag-served-content","wcmmode":"disabled","queryParameters":"{}"}

OPTIX Financial Services LLC : App experience

OPTIX Financial Services LLC serves clients who use 2 different apps that connect and integrate with Xero.

Connected apps

Find us

OPTIX Financial Services LLC has an office in 1 location

Detroit: 220 West Congress Street, Floor 2 #1027, Detroit, 48226, Michigan; +1 313-307-9383

New to Xero? OPTIX Financial Services LLC can help

Xero is beautiful online accounting software for smaller businesses. OPTIX Financial Services LLC can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

Partner since 2018

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.