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Outsourced Financial Controller Services

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. 

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Key Responsibilities & Services
 

Expert Financial Leadership
● Oversee and mentor your accounting team
● I
mplement 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. 


 

From Our CEO

"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.

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Client Reviews

 


Frequently Asked Questions

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.

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Why You Need a Controller


Meet the Team

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Jonathan Witkin

Controller

Jonathan is a motivated and quality driven professional with experience in managing all aspects of financial and accounting operations. Jonathan has leadership experience within the accounting profession, as well as in an array of manufacturing, distribution and service industries. He has served executive, strategic teams and task teams, and has played a strategic and tactical role in helping companies improve internal processes and migrate to systems scalable with their growth and profitability plans. His ability to adapt to various needs of for-profit and nonprofit organizations makes him a valuable resource for many companies. Jonathan’s qualifications and experience include strategic planning, budgets, forecasts, audit preparation, financial analysis, internal controls, cash flow management, risk management and financial reporting.

Jonathan possesses a Bachelor of Accounting from University of Witwatersrand in Johannesburg, South Africa and an MBA from Alvernia University in Reading, PA. He was a Chartered Accountant (SA) and successfully completed the Pennsylvania Uniform CPA Examination.

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

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