Contact Us
Contact Us

The Benefits of Working with Optima Office

We provide seamless support in finance, accounting, and human resources so you can focus on your core expertise and objectives.

Contact Us

For Finance and Accounting, Optima can help if:

  • Staffing Gaps in Finance Leadership - Loss of a bookkeeper, accountant, controller, or CFO create disruption.
  • Operational Inefficiencies in Accounting - Books not closing on time, invoices and collections overdue, or excessive CPA/auditor fees to fix errors.
  • Lack of Financial Visibility - Inability to see the true profitability of customers, projects, or products, and struggling to get the right information for decision-making.
  • Reporting & Analytics Challenges - Difficulty producing accurate business analytics, board reports, and financial statements needed for strategy and oversight.
  • Risk & Strategic Preparedness - Concerns about fraud/theft or the need to prepare for financing, sale, merger, or acquisition.

For Human Resources Optima can help if:

  • You’ve recently lost your HR manager
  • An employee termination created a legal or PAGA issue
  • You need help managing remote or hybrid work schedules and situations
  • You are dealing with employee family leave or worker compensation issues for the first time
  • Your staff is spending too much time understanding and supporting ever-changing compliance and labor laws
  • You need help setting up an employee handbook or evaluating your benefits or compensation plan
  • You’re struggling to recruit or retain top talent
  • You’re unfamiliar with compliance laws for out-of-state employees

The Benefits of Working with Optima

Team Approach

Our fractional approach allows us to deliver an entire team with the right skills for the same investment you might spend on a single dedicated staff member. Our collaborative approach helps each staff member excel in their area of expertise to ensure efficiency and low invoice costs.

Personalized / Customized Solutions

Right person, right experience, right chemistry. We believe in providing staff with:

– The right level of experience and technical skills, AND

– The right personality and culture fit.

Competency, Diversity, and Tenure

We recruit “A” players who know how to meld into our clients’ culture and workforce. Our culture supports diversity, work-life balance, and continual improvement. As a result, our turnover is the lowest in our industry, so you can rest assured your Optima team will be ready and in-place as long as you need them.

Scalable Solutions

Our bench is deep, whether at the support, managerial, or executive level. As your needs change, you can easily scale-up or scale-down the level of staff and expertise required over time.