Real Estate &
Property Management

Let Optima Help You Manage Smarter and Better with Outsourcing Services for Property Managers

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 relieving you of unnecessary finance woes. These professionals will guide you on how to organize your day-to-day sales and expenses or take on all these responsibilities for you entirely.

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
  • Monthly Financial Reports
  • Budgets and Financial Plans
  • Industry Specific Reports and Analysis
  • Cash Management
  • 1031 Exchange Strategies
    Valuations
  • Lease Analysis and Review
  • Compliance with Management Contracts
    Bank Financing Assistance
  • Succession Planning

Property Management Planning & Fractional CFOs

There will come a time when your gross revenue will exceed the qualifications of your in-house accountant or controller. Instead of hiring a new employee full-time, a fractional CFO is a 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

No Matter How Big or Small Your Property Management Team is, You Need an HR Expert

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.

Top Performance by our Leading Professionals Can Aid Your Bottom Line

All businesses need to make informed decisions based on accurate and up to date financial data. Don’t let your company’s lack of resources hold you back from taking this vital step to increase your visibility and revenue. A controller or CFO would be essential to see this growth, and outsourced accounting is how to do it in the most efficient and effective way.  We’ve handpicked the most qualified and up to date leaders in the industry – let us take it from here.

With locations in San Diego, Orange County and San Francisco, Optima offers comprehensive outsourcing services for property managers throughout all of California.

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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.