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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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Morton Hollaender

Controller

Morton is a highly committed, seasoned accounting and financial professional with over 25 years of progressive experience. He graduated from Emory University, Atlanta, GA with a BBA in Accounting and Finance. After graduation he worked 4 years with a nationally recognized Public Accounting Firm located in New Jersey, where he audited a wide range of industries (manufacturing, retail, printing, software), business models, and organizations.

Morton and his family moved to San Diego 25 years ago. He is experienced working with and for all levels of management. In addition to being team-oriented with strong mentoring and motivational skills, he is comfortable with day-to-day accounting functions, month and year-end close, preparation of Financial Statements, internal controls, cash flow management, budgets and variance analysis, and manufacturing operations. He has worked closely with outside payroll, banking, legal and tax return preparation firms. As a result of his varied experience, his knowledge supports strategies for cost reductions and business growth.

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

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