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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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Lisa Miller

Controller

Lisa Miller is an accomplished finance and accounting professional with extensive experience supporting startups, high-growth companies, and small businesses. She specializes in building scalable finance and accounting operations, cash flow management, forecasting, and securing working capital. Her background spans various industries, including e-commerce, CPG, and subscription-based businesses.

Lisa has a proven track record in providing strategic financial leadership, improving profitability, extending runway for undercapitalized companies, and collaborating cross-functionally with executive teams. Her expertise includes cash management, financial modeling, budgeting, forecasting, and operational improvements. She has extensive accounting experience, including month-end close processes, financial reporting, GAAP compliance, and overseeing internal controls to ensure accuracy and reliability of financial statements.

Lisa is a CPA with a BSBA in Accounting.

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

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