Healthcare

Optima Wants to Support Your Healthy Books

Improving efficiency and the quality of patient care while reducing costs is the goal for healthcare businesses. But with inappropriate utilization of advanced medical technology, payment system distortions, excessive administration costs, and medical liability, it can be difficult to maintain consistency.

Clinically efficient care can be achieved by analyzing the costs and benefits of medical procedures and technologies. Making these decisions takes shrewd financial management skills. Optima’s experts can help guide and support you through these decisions. With our outsourced accounting, finance, and HR experts, as well as fractional controllers and CFOs, we’ll help make sure you have the right financial data and advise you need to put the right plan in place for your healthcare business.

Financial Strategy & Accounting Support

Our outsourced accountants can serve as a wonderful tool in reliecving you of back office accounting duties and get you back in the front office with your clients and patients. Our accounting professionals will guide you on how to fill the gaps on your team or be your entire accounting department.

Accounting services include:

  • Controllers, Accounting Managers, Staff Accountants, Senior Bookkeepers
  • Tax Deferral Transactions
  • Analysis of Cash Receipts of Tenants Accounts Receivable
  • Monthly/Quarterly Accruals
  • Bank Financing Assistance
  • Financial Statements Preparation
  • Payroll Tax Compliance
  • Forensic Accounting
  • Monthly Financial Reports
  • Budgets and Financial Plans
  • Industry Specific Reports and Analysis
  • Cash Management
  • Bank Financing Assistance
  • New Practice Advisory & Incorporation

Financial Strategy & Fractional CFOs

There will come a time when your gross revenue will exceed the qualifications of an in-house accountant or controller. Instead of hiring someone full-time, a fractional CFO is the perfect addition to your team, guiding you on compliance, quality control, business planning, and process changes.

Fractional CFOs services include:

  • Financial Projections, Forecasts, & Budgets
  • Implementing Growth Strategies
  • Cash Flow Analysis
  • Tracking Key Performance Indicators
  • Credit Management
  • Succession Planning

We Provide HR Leadership and Information for Strategic Planning

Business strategies and Human Resource management are intertwined which makes your Outsourced HR team an invaluable part of your company. Don’t let your organization’s lack of resources hold you back from hiring the best employees or put your business at risk because you didn’t follow the proper employment guidelines or laws.

Optima's highly trained HR Leaders can help your business with:

  • Resource Planning
  • Training and development
  • Compliance guidelines
  • Employee Handbooks
  • Compensation Packages
  • Benefit Plans 
  • Remote Work
  • Return to work policies
  • and more!

Optima can provide you with the following professionals

  • HR Directors
  • HR Managers
  • Employee Relations Managers
  • HR Generalists
  • Benefits Specialist
  • Recruiting Managers
 
Without a knowledgeable HR team, you are putting your business at risk for litigation and loss of key employees. 

We Provide Business Sustainability

Generating income and staying competitive is a direct reflection of health care services and market rates. And, evaluating effectiveness in these areas is key to obtaining this critical information so you can make informed business decisions. Optima Office has handpicked the most qualified and experienced leaders in the healthcare industry – let us help you run your business more effectively.

Case Studies

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Customer service is your number one priority

Serving our customers means you need to have the right experts on your team. Optima Office has the accounting and HR experts you need to grow your business – let us take it from here.

With location in San Diego, Orange County, and San Francisco, Optima offers fractional HR, CFO, and accounting professional services throughout all of California.

Optima Office Locations in California

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