From day one, that has been our driving motto. We’ve built a culture that supports passionate people who want work-life balance defined by them.
Our goal is to ATTRACT the best team members, which means:
Always put people before business first.
Treasure relationships.
Take responsibility for your work, actions, and words.
React with kindness to everyone you meet.
Act with Integrity in all areas of your life.
Communicate with transparency.
Truly care about being a good, honest person.
I am so very grateful Optima hired me, despite much of my previous career experience being in a different industry. I feel so lucky I was able to get back into the Accounting world through Team Optima. What a treat it is to work with several different clients, industries, and team members! It means a lot to work for a company that is genuinely caring and supportive of its employees.
Andrea Dobbs Accounting Manager
I just want to thank the Optima Office team. I value that the leadership and the whole team show appreciation in so many different ways. It is part of what makes Optima a great place to work.
Marie Thorsted
Accounting Manager
Honestly, out of all the clients/companies I have worked with, Optima is head and shoulders above the rest. You have the clearest, strongest values and working with Optima has been the best decision I have made in the last decade.
Christopher Richardson
Accounting Manager
I am truly appreciative of Optima Office's generosity and recognition of my work. Thank you for making me feel valued as an employee. I'm grateful to be a part of such an amazing organization.
Accacia Mvouama
Senior Accountant
After many years of working for specific non-profits, I was very intrigued by the idea of returning to having multiple clients, and (in the world of today) the work from home, work-life balance that it offers. I haven’t been disappointed!
Michelle Hewitt Assistant Controller
I enjoy the opportunity to make a difference for multiple organizations, especially non-profits. The flexibility and variety of different responsibilities are a huge plus.
Anastasia Rollins Director of Accounting and Finance
Optima has given me the opportunity to continue working in the space I know and love, while still being able to balance my time with my family. The team here at Optima is amazing and has created an environment for continued learning and growth!
Anne Nolie Director of Accounting
What initially drew me to Optima was how open they were about their flexibility for their employees and how much they prioritize making sure we are happy, which in turn contributes to the client’s happiness.
Emily McKenna Senior Accountant
I love working at Optima, but my favorite aspect is the flexibility in scheduling that I get, which allows me to work remotely and be with my loved ones more.
Diane MacPherson Staff Accountant
I appreciate how Optima and the internal staff are very flexible and kind. I can contribute to the team and grow my skills in the accounting field while never feeling like I have to choose between my family and work.
Alissa Kellogg Assistant Controller
Working at Optima Office has been the best! It is nice to feel so appreciated at work and experience firsthand why this company is so highly regarded. I also love having the ability to work from home and have such flexible hours.
Braedon Stern Marketing Associate
I love the flexibility offered by Optima Office, that allows me to properly balance my work and family life on a daily basis. I also enjoy being a part of the amazing team of professionals that Optima has assembled.
Tammy Connors Controller
Work life balance means knowing everything is taken care of. Our benefit packages offer peace of mind.
Looking to the future starts with a foundation today. We provide employer matching for 401(k) retirement plans.
We know this looks different for everyone. We want you to have the work life and personal life you need to succeed.
We take it seriously, even when we are having fun. From team events to employee spotlights, we strive to make this the best place to work.
Continuous Learning
Mentorship Program
Bonuses & Profit Sharing
Offsite Events and Happy Hours
Paid Time Off to Volunteer
Phone & Technology Reimbursements
Did We Mention Actual Work-Life Balance?
Mileage Reimbursements
Shannon is an Assistant Controller with Optima Office. With more than 15 years of experience in accounting, finance, and human resources Shannon provides oversight and daily operations of accounting and administrative activities for Optima clients. Shannon has experience in day-to-day accounting activities, payroll, end of month activities, budgeting and forecasting, software implementation, and working with tax preparation providers.
Shannon began her career at a bookkeeping firm where she was exposed to small business clients of various industries and needs which launched her passion for small business. Before her time with Optima Office, Shannon specialized in working with small businesses where she utilized her experience to create controls and processes to create streamlined and efficient operations. She has created accounting departments ground up for startup organizations and restructured at established organizations as needed. Shannon’s experience crosses industries from accounting, real estate, property management, product development, and product sales corporations.
Shannon earned her Master of Business Administration degree in 2016 and B.S. in Business Administration in 2004. She is also a commissioned California Notary Public.
Corporate Headquarters
5120 Shoreham Place, Suite 285
San Diego, CA 92122
858.283.1234
Monday - Friday
8am to 5pm