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Outsourced Accounting Services

Too many business owners and executives feel frustrated because of a lack of accurate financial reporting. We believe every executive should have access to accurate financial reporting to grow their business strategically. We offer a wide range of services, including outsourced accounting, fractional CFOs and controllers, and business planning services. When you engage with us, you will gain clarity and confidence in your financial standing.

Your Formula for Success

  • Optima Office's outsourced accounting services elevate your business by enhancing efficiency and ensuring that every task is matched with the appropriate level of expertise.

  • From precise gap evaluations in your current accounting functions to the formation of tailor-made teams, Optima ensures that your financial management aligns seamlessly with your business needs.

  • Whether you require onsite, remote, or hybrid operations, our flexible approach and deep industry-specific expertise cater to businesses nationwide, offering the localized knowledge necessary for your success.

Services Offered

  • Customized accounting team members at each level
  • Personalized reporting to add financial transparency
  • Determine the right Key Performance Indicators
  • Financial reporting and statement preparation
  • Coordination with administrative team, board members, general counsel, auditors, bankers & investors
  • General & Technical Accounting Support
  • Cash Flow planning, management, and forecasting 
  • Budget planning and management
  • Financial Controls, including segregation of duties and policy & procedure framework
  • Accounting & ERP Solutions – assisting in converting to new accounting software, including ERP systems
  • Business Systems assessments and implementations
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Why Optima?

 

  • Efficiency Focus: We understand the importance of placing the right task with the right professional. A CFO's talents shouldn't be wasted on routine bookkeeping, just as high-level reporting shouldn't be a task for a junior accountant.

  • Personalized Evaluation: We start by determining the gap between what you currently get from your reporting and accounting department and what you truly need or desire.

  • Tailored Teams: Depending on your needs, we curate a team of specialists, from bookkeepers and staff accountants to CFOs. This ensures that tasks align with areas of expertise for optimal efficiency.

  • Flexible Operation: Optima's team can work onsite, remotely, or in a hybrid model, adapting to your preferences and necessities.

  • Industry-specific Expertise: Our team is adept in diverse sectors, ensuring expertise aligns with your industry.

  • Nationwide Service with Local Expertise: While headquartered in San Diego, CA, Optima proudly serves clients across the nation.

Accounting Roles We Fulfill

  • Accounting Manager
  • Sr. Accountant
  • Staff Accountant
  • Bookkeeper

Frequently Asked Questions

Q: How is Optima different in its approach to outsourced accounting?
A: Optima believes in a customized, client-centric approach. We assemble a team precisely suited to your company's needs, ensuring you benefit from the expertise most relevant to your industry and tech environment.

Q: Does Optima provide both onsite and remote services? 
A: Absolutely! We value flexibility. While our team is primarily based in San Diego and Southern California, we can arrange onsite support and are fully equipped to offer remote services.

Q: How does Optima maintain financial integrity and compliance? 
A: We prioritize a robust policy and procedural framework, ensuring adherence to best practices and current regulatory standards.

Q: I'm interested! How do I start with Optima? 
A: We're eager to assist! Reach out to us via our contact form and we'll be in touch to schedule a discovery call.

Q: Does Optima offer tax or audit services? 
A: While we don't directly provide these services, we excel in preparing for them. Collaborating with your CPA or audit firm, we ensure they receive meticulous and organized financial records, aiding in strategy development and compliance.

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Take Your Business to the Next Level 

with Optima Office

We believe that behind every successful
business is an “Optimal” Accounting, HR, and Operations team.

Contact Us Today
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Optimize your company with our team of experienced accounting and HR professionals. Maximize profits, minimize risk, and drive enterprise value by allowing us to support you.

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Outsourced Accounting and HR Services

Connect With Us

Headquarters

5120 Shoreham Place, Suite 285
San Diego, CA 92122
858-283-1234

Hours of Operation

Monday - Friday
8am to 5pm