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Fractional Chief Financial Officer Services

As businesses grow, their financial complexities increase, often surpassing the capabilities of basic accounting or internal financial management. For small and medium-sized enterprises (SMEs) with revenues between $1 million and $10 million, this can signal the need for a Chief Financial Officer (CFO). A CFO brings strategic financial oversight, helping manage growth, optimize cash flow, and prepare for fundraising or investor relations. However, many SMEs may not require a full-time CFO and can benefit from the cost-effective, flexible solution of hiring a fractional CFO.

young female business professional who is considering fractional cfo services from Optima Office
  • At Optima Office, we believe in the power of strategic financial leadership.

  • Our experienced fractional Chief Financial Officers (CFOs) offer comprehensive oversight of your accounting team, eliminating the need for a full-time, in-house CFO and the associated high costs.

  • With a blend of experience and dedication, our fractional CFOs are primed to enhance your business value.

 

 

 

Key Responsibilities & Services of Our Fractional CFOs

  • Implementing and supervising internal controls.
  • Managing projects with significant financial implications.
  • Cultivating relationships with external financing sources.
  • Steering major strategic objectives.
  • Serving as a crucial advisor to company management.
  • Analyzing financial statements for actionable insights.

 

Why Optima's Fractional CFO Services?

Our fractional CFOs not only focus on driving enterprise value but are also adept at minimizing risks. Their expertise extends to providing forward-thinking strategies and helping your company reach its goals. They ensure:

  • Effective management of cash flow and overhead expenses.
  • Establishment of credit policies for customers.
  • Negotiate favorable payment terms with key vendors.
  • Continuous evaluation and tracking of key performance indicators (KPIs) propelling your business forward.

How We Help You

Here's our simple process to get started with our Fractional CFO Services:

  • Schedule a Consultation: We'll discuss your financial challenges and goals. 
  • Customized Financial Strategy: Your CFO will craft and implement a plan based on your specific needs.
  • Ongoing Financial Leadership: Receive ongoing financial oversight, reporting, and strategic advice. 

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Steve Mariucci, ISLE

ISLE has worked with Optima’s accounting team for over a decade. We consider Optima more than a solid vendor; they are a trusted partner. 

Steve Mariucci

Fractional Chief Financial Officer Guide

Meet Your Next Fractional CFO

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Taylor A. Gibson

Optima Chief Operating Officer & Consulting CFO

Taylor is Optima Office’s Chief Operating Officer and serves as a consulting CFO for Optima clients. He’s a seasoned senior finance executive with comprehensive experience ranging from East Coast Big 4, Wall Street Investment Banks to Southern California retail, biotech and manufacturing. Taylor joins after leaving Campton Private Equity Advisors as a Managing Director. Preceding that, he was a founder and CFO of BioMagic Inc., Head of Business Development and COO of ICN (now Valeant) $100 million international division, CFO & COO of The Walking Company, and CFO and board member of several privately held companies. Taylor began his career with Deloitte Haskins & Sells in New York before moving on to Investment Banking where he spent 10 years with Shearson Lehman and Smith Barney.

He possesses strong leadership skills complemented by extensive international and domestic finance and operations management experience.

Taylor is a strategic problem solver who can quickly identify inefficiencies and reconfigure systems and reporting to better meet revenue targets and business demands. He has a proven track record of accomplishments in multiple areas, including planning & analysis, new business development, mergers & acquisitions, expense reduction, operations, and corporate administration. He holds a Bachelor of Arts degree in Economics from Princeton University and a Master of Science degree in Accounting from New York University Graduate School of Business Administration.

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

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