Get fully customized budget and cash flow planning, forecasting and management, financial controls, transparent & accurate financial reporting, and business planning that increases efficiency, revenue, and profitability.
We offer a wide range of outsourced accounting services. These include fractional CFOs and controllers, staff accountants, bookkeepers, and business planning. When you engage with us, you will gain clarity and confidence in your overall financial standing.
Optima Office provides end-to-end outsourced accounting support, from day-to-day transaction management to month-end close and financial reporting, with the ability to layer in controller and CFO leadership as needed. That typically includes A/P, A/R, reconciliations, monthly financial statements, balance sheet schedule maintenance, and audit or tax support coordination.
We operate with strict access controls and role-based permissions so only the right people can access the right systems. We also standardize processes to reduce exposure points and keep financial workflows consistent, documented, and auditable across teams. We can walk you through how we set up access, approvals, and internal controls before we touch your data.
Optima builds a right-sized team based on complexity, transaction volume, reporting needs, and risk profile, not a generic package. You can start with bookkeeping-level execution and add controller or CFO oversight as your business scales or your reporting requirements tighten.
Most companies aim to review financials monthly once the books are closed and reconciled, and we structure workflows to support timely month-end delivery. Turnaround depends on bank/credit card access, transaction volume, and how quickly approvals and documentation flow, but the goal is always consistent, repeatable close timing.
Outsourced accounting services typically costs less than building an in-house team when you factor in salary, benefits, payroll taxes, management time, and turnover risk. With Optima, you pay for the level of service you need, and you can scale hours up or down as the business changes.
Yes. Optima works across common accounting tech stacks and can plug into your existing systems while improving consistency, reporting quality, and close workflows. If your setup is messy, we’ll help stabilize it before layering on more complexity.