Growing a business requires smart financial decisions. Our outsourced financial controller services and part-time controllers provide the expertise to enhance cash flow management, streamline reports, and optimize tax planning—giving you the financial leadership to drive growth.
Expert Financial Leadership
● Oversee and mentor your accounting team
● Implement robust financial systems and controls
● Coordinate with external CPAs for tax and audit support
● Streamline policies and procedures.
Strategic Financial Management
● Prepare and analyze financial statements
● Develop budgets and forecasts
● Manage cash flow planning
● Provide actionable financial financial insights.
Operational Excellence
● Create and review journal entries
● Oversee payroll processes
● Implement effective accounting systems
● Design financial reports for management.
"At Optima, we've heard these concerns across every industry - from manufacturing to technology, healthcare to professional services, non-profits to construction. Our Controllers bring deep experience from these diverse backgrounds, having solved these exact challenges for businesses like yours. "
Watch the video to understand more.
Q: Can an outsourced financial controller work with my existing accounting team?
A: Absolutely. Our Controllers excel at leading and mentoring your current team while ensuring everyone operates in alignment with your company's financial goals.
Q: How often will the controller be involved with my company?
A: We customize our involvement based on your needs – from ongoing support to project-based work. Whether you need a few hours monthly or more extensive involvement, we'll create a plan that fits your business.
Q: Will the controller help with long-term financial planning?
A: Yes. Our Controllers are strategic partners in your company's future success. They provide forward-looking insights through cash flow forecasts, budgeting, and strategic planning to support your growth objectives.
Q: How does Optima ensure the confidentiality of my financial information?
A: Your security is our priority. We maintain robust security measures and strict confidentiality protocols to protect your sensitive financial information.
Q: How do I get started?
A: Getting started is simple. Contact us to schedule a consultation where we'll discuss your needs and match you with the ideal Controller for your business.
Ashley has more 10 years of accounting and finance experience. As a Controller at Optima Office, Ashley provides oversight and recommends improvements within the accounting department. She has experience implementing accounting best practices, month-end close processes, and internal controls as well as budgeting and forecasting, software implementation, and facilitating data transfer to external tax preparers, auditors or investors. Prior to joining Optima Office, Ashley served as a Controller or Director of Accounting for multiple companies within the technology space, including mobile application development, software-as-a-service (SaaS) and digital marketing. She also has experience with commercial property management, media production, and agriculture, and has spent much of her career working in international organizations with various consolidating legal entities. Ashley has been a CPA since 2010 and holds a B.S. in Management Science and a Master of Accountancy.
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