Professional Services

We Understand What it Means to Serve Other Businesses

Professional services is the most diverse and competitive industry sector to build a business in. It includes occupations requiring special training in the arts or sciences. Professional services businesses span a wide variety of specific skills such as architects, accountants, engineers, doctors, and lawyers. Other professional services involve providing specialized business support such as tax advice, marketing support, IT services or management advice.

Being a professional service company ourselves, Optima Office understands the challenges and opportunities you face. Optima brings experience to all levels of finance, accounting, and HR as well as fractional controllers and CFOs. Out outsourced experts, with years of experience in your field, will allow y ou to do what you do best-develop new business and lead your organization.

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 professional services include:

  • Controllers, Accounting Managers, Staff Accountants, Senior Bookkeepers
  • Tax Deferral Transactions
  • Analysis of Cash Receipts of Tenants Accounts Receivable
  • Monthly/Quarterly Accruals
  • 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 Practive Advisory & Incorporation

Financial Planning & 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
  • Credit Management
  • Succession Planning

HR Professionals to Help Grow Your Professional Services Business

Business strategies and Human Resourcecs management are intertwined which makes Optima Outsourced HR team an invaluable part of your company’s needs. 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 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 can help you. Give us a call.

We Provide 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

Navigating a Leadership Change & Uncovering $140K in Operational Potential

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How Children’s Paradise Cut Prep Time by 50% and Cleared the Path to Growth

About Children’s Paradise Founded with the mission to provide high-quality early childhood education, Children’s Paradisehas …

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.