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Phone:  858-283-1234

Hours: 
Monday-Friday: 9:00 AM–5:00 PM, PST

business team of 2 men and 1 woman discussing accounting manager services from Optima Office

Accounting Manager Services


Optima can provide your business with an Accounting Manager who can supervise your accounting team under your CFO or Controller. An Accounting Manager from Optima will have a substantial background in accounting and can help improve existing accounting systems or even implement new ones if needed. An Accounting Manager supervises, tracks and evaluates day-to-day activities of the accounting team under the direction of a CFO or a Controller, if applicable. At a small organization, under $1-2 million in revenue, those higher-level positions may not be needed yet.

Accounting Manager Responsibilities & Services


  • Create a month-end close process and checklist.
  • Collect sales taxes from customers and remit them to the government
  • Ensure that receivables are collected promptly
  • Conduct periodic reconciliations of all accounts to ensure their accuracy
  • Prepare financial statements
  • Provide information to the external accountant who creates the company’s financial statements
  • Prepare balance sheet schedules