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.
Shannon is an Assistant Controller with Optima Office. With more than 15 years of experience in accounting, finance, and human resources Shannon provides oversight and daily operations of accounting and administrative activities for Optima clients. Shannon has experience in day-to-day accounting activities, payroll, end of month activities, budgeting and forecasting, software implementation, and working with tax preparation providers.
Shannon began her career at a bookkeeping firm where she was exposed to small business clients of various industries and needs which launched her passion for small business. Before her time with Optima Office, Shannon specialized in working with small businesses where she utilized her experience to create controls and processes to create streamlined and efficient operations. She has created accounting departments ground up for startup organizations and restructured at established organizations as needed. Shannon’s experience crosses industries from accounting, real estate, property management, product development, and product sales corporations.
Shannon earned her Master of Business Administration degree in 2016 and B.S. in Business Administration in 2004. She is also a commissioned California Notary Public.
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