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Need fractional CFO, accounting, or HR support?

Deep breath. We’ve got you covered with our one-stop solution for your accounting and HR back office needs.

Outsourced Accounting & HR Services

Founded in 2018 by industry leader Jennifer Barnes, Optima Office offers fractional CFO and outsourced accounting and HR management services tailored to fit your unique business needs. We ensure a long-term partnership that prioritizes your company's growth and profitability, whether we're working with you on-site or remotely. Contact us today to get started!

smiling Fractional CFO from Optima Office, talking with coworkers

Fractional CFOs & Controllers

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Outsourced Accounting Services

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Human Resource Management

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How do we help hundreds of companies grow?

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Benefits of Working with Optima

 

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Awards and Recognition

EY Entrepreneur of The Year 2024 Award Finalist logo
Inc Regionals Pacific 2023 logo
Better Business Bureau 4Good Purpose + Profit Verified Business award
SDBJ Best Places to Work 2023 emblem
So Cal - Best Places to Work 2023 emblem
Better Business Bureau Torch Awards for Ethics, 2022 Winner emblem
SD 500 Most Influential People in SD 2022 award
SD Union Tribune Top Work Places 2022 award
Certified WBENC Womens Business Enterprise logo

ACHIEVE OPTIMAL RESULTS THROUGH THE RIGHT INDUSTRY AND TECHNICAL EXPERTISE 

We are not one-size-fits-all because each situation and organization is unique. We carefully select the right outsourced HR or Accounting professional or team with the right industry expertise you need to deliver exceptional results.

 
 
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How do we do it?

1. We get to know you and your needs.
2. We hand-select from our expert HR and Accounting teams.
3. We check in to ensure success as you grow.

More Resources for You

 

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Our Clients Say it Best!

 

We have been using Optima’s services since last October and have been very pleased with both our in-house bookkeeper and Optima’s overall tiered support. I am very pleased with the level of commitment and passion from everyone we work with at Optima. It doesn’t feel as if they are a separate accounting company – it feels as if they are a part of our organization and aligned to help us reach our mission. I have zero regrets moving from an in-person bookkeeper to an outsourced accounting firm.

 
Tina Rose, CEO of Big Brothers Big Sisters of San Diego County

Tina Rose
CEO
Big Brothers Big Sisters of San Diego County

I love working with Optima. What an inspiration of hope to work with a company willing to partner (truly partner), on the level of needs I am at. 

Thank you, everyone, at Optima. What a uniform culture of service you all have built, wow.

Mark Brown, president of Orange Sock

Mark Brown
President
Orange Sock

Professionals are very dedicated and deliver excellent service. We found the accounting consultants from Optima to be extremely reliable and dependable. They are also well priced for the quality they offer which is excellent. We found them to save us multiples of what we spent by hiring them so definitely a 5 star rating.

Rekha Kapania, CFO & COO of Museum of Contemporary Art San Diego

Rekha Kapania
CFO & COO
Museum of Contemporary Art San Diego

I wanted to express our gratitude for the exceptional support Optima Office has provided us. Your team's assistance has been invaluable during this critical phase of our growth. Thanks!

Greg Keef, CEO of Triton Global Services, Inc.

Greg Keef
CEO
Triton Global Services, Inc.

Thank you for all the support over the years. While this business may not have been a massive success like the AB-InBev acquisition of Ballast Point ;), the experience of building and selling it has been invaluable. Now that I’ve been through the process and learned what it takes, I’m ready to do it again—this time aiming for a few more zeros behind it!

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David Crane
Owner
DoggieBeerBones

Virtua partners uses Optima’s HR services. They provide us with guidance on payroll, market analysis, staffing, payroll costs, policies and procedures, and more. Optima is always available when we need them and they are very flexible. I would absolutely recommend Optima to any business owner who wants to focus on running their business and doesn’t have the bandwidth to manage HR and back-office duties. The Optima team is a professional team of experts who help companies scale and grow. We feel Optima is a partner who really cares about our company; they put us at the forefront of their business so we can do ours.

Quinn Palomino, Co-Founder & Principal of Virtua Partners

Quinn Palomino
Co-Founder & Principal
Virtua Partners

I highly recommend Optima Office. They came in and efficiently cleaned up our books, strategized with us on our goals for the coming years and have implemented a great plan moving forward to achieve all of our business goals. Look no further.

Mark Spencer, Chief Growth Officer at Consumer Fusion

Mark Spencer
Chief Growth Officer
Consumer Fusion

We reached out to Optima Office after our CFO retired.  I’ve been extremely satisfied with their Outsourced CFO services. From the beginning, they have tailored their services to our business and adjusted their approach to accommodate our team. Patt and Vivian are stellar. They take initiative, are detailed oriented, and watch out for us like it was their business.  I highly recommend Optima Office.

Susan Morris, President at Advanced Business Learning, Inc.

Susan Morris
President
Advanced Business Learning, Inc.

I am extremely happy with Optima and the service provided. Best investment I’ve made, to date, in my business.

Ronda Jackson, Principal Designer & Founder of Décor Interior Design, Inc.

Ronda Jackson, CID NCIDQ (LION)
Decor
Principal Designer & Founder

Testimonials

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