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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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Tammy Connors, CPA

Assistant Controller

As an Assistant Controller at Optima Office, Tammy provides a wide range of accounting support to her clients, spanning from compiling financial statement (with preparation of supporting journal entries, reconciliations, and analyses) to higher level services such as cash flow forecasting, budgeting, analyzing processes and procedures to identify opportunities for increased efficiency, and coordinating with tax professional, auditors, and other external parties.

Prior to joining Optima Office, Tammy had her own consulting practice, providing accounting support services to various clients, including software development firms, non-profit organizations, and tech start-ups. Tammy also has private industry experience, serving as Accounting Manager and Controller within accounting departments of healthcare and software development organizations. Tammy’s accounting career originally started in public accounting with Deloitte & Touche, serving clients such as SDG&E and Children’s Hospital of San Diego.

She has been a CPA since 1989 and graduated summa cum laude with a Bachelor of Science degree in Accounting from San Diego State University.

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

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