Who We Are.
Operating in the heart of Metro Detroit, OPTIX Financial Services is proud to be a representation of the city and its relentless spirit. Established in 2018, OPTIX is a rising minority-woman-owned consulting firm that leverages industry expertise to help our clients achieve optimal results nationwide. Specifically, we implement financial infrastructures through technology and automation that give valuable time back to small business owners. We pride ourselves on professionalism, integrity, flexibility, and collaboration which creates a vibrant atmosphere for success.
OPTIX is committed to providing exceptional client service by delivering innovative strategies that increase profitability and enhance operational performance. OPTIX personnel is qualified to identify, manage, and mitigate risk, safeguard assets, and create a competitive advantage for our clients. As trusted advisors, we provide insight on leading standards that prevents costly errors in recording transactions and maintaining economic integrity. By offering cloud accounting methodologies, our firm is able to provide a customized financial infrastructure based on the client’s unique business needs. OPTIX is completely paperless which allows us to offer premium services at a competitive price.
What We Do.
OPTIX provides Accounting, Tax, and Business Consulting Services for solo-entrepreneurs and small to mid-sized minority-owned businesses. We perform monthly reconciliations that categorize business transactions to determine performance and tax strategies. We help new entrepreneurs form businesses and work with them to develop their long-term, strategic vision. We create intricate business plans to obtain financing from community programs like Motor City Match, grants, and banks. With a passion for numbers and technology, OPTIX is here to amplify earnings while supporting the community with resources they can use to reach their maximum potential! Are you ready?
OPTIX is currently serving the following industries:
E-Commerce
Beauty & Spa Services
Retail & Fabrication
Real E-State Investment
Creatives (Artists, Authors, Photographers, etc.)
Our Leadership.
Hi, I’m Lynn!
I am Lynnorra A. Phillips, Senior Partner & CEO of OPTIX Financial Services; born and raised in Detroit. I have over 12 years of experience in Accounting, Audit, Information Security, Small Business Consulting & Tax.
“I want to use my knowledge to expand my community’s understanding of Financial Literacy and Information Security.”
Informal Interests:
I have a ridiculous obsession with Tacos and Starbucks, but they must not be eaten together. I love to binge-watch old TV shows on Netflix - like Dexter, American Greed, Gossip Girl, & Girlfriends. I have a Pomeranian named Tonic that spends most of his free time with his grandpa. I like swimming, shopping, wine, CrossFit, and traveling! I typically have traveled alone, with the farthest being to Greece!
Qualifications
Education:
I have a Masters of Information Security from Lawrence Technological University and a dual Bachelor's Degree in Accounting and Information Security from the University of Michigan. GO BLUE! I am a Certified Information Systems Auditor (CISA) & Certified Public Accountant (CPA) candidate.
Professional Industries Served:
Automotive & Manufacturing
Software Development
Financial Services
Why Start OPTIX?
I got the idea to start OPTIX while I was working on a Fortune 500 client at a Big 4 accounting firm as a Technology Risk Manager. I realized that small businesses in black and brown communities were completely underserved did not have access to financial resources to capitalize on process efficiencies like other larger corporations; simply because the resources weren’t available or are hard to find. I noticed that many entrepreneurs struggled to effectively plan for tax season or implement basic internal controls to keep their assets safe. OPTIX is designed to leverage industry practices, automation, and technology to scale small businesses to operate at maximum efficiency.
Professional & Community Affiliations:
National Association of Black Accountants (NABA)
Institute of Internal Auditors (IIA)
Information Systems Audit and Control Association (ISACA)
National Association of Tax Professionals (NATP)
American Institute of Certified Public Accountants (AICPA)
Alpha Kappa Alpha Sorority, Inc, Chapter Executive Board Member
Accountants of Color, Founding Member
Our Vision, Mission, & Values.
VISION.
For OPTIX to become a Professional Firm of choice for micro and small businesses within the Midwest.
MISSION.
Provide affordable accounting services by leveraging technology to establish financial infrastructures that effectively measure, quantifies, and monitors operational performance to allow small business owners to make informed business decisions.
CORE VALUES.
Integrity.
We build trusting relationships with our clients to provide confidence that we will do the right thing, even when they aren’t looking.
Confidentiality.
We do not share proprietary business or personal information with anyone unless lawfully provided with a subpoena.
Collaboration.
We work with our clients to provide valuable insights into their business operations. We don’t claim to know all the answers but will work to find them with others in our professional network.
Community.
We are committed to the upliftment of underserved communities to reduce the financial disparities between social-economic classes.
Innovation.
There is always a new way to perform re-occurring tasks more efficiently and we are here to find them, and provide those automation nuggets, to our clients.